Financial Wellness and ON24
January 16, 2018
Financial Wellness and ON24
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ON24
On24 is used to provide our end users (employees of large organizations we engage to provide financial wellness services) with a web-based educational and financial guidance resource to complement our phone-based offering and website. We produce and present webinars on various areas of financial planning, severance counseling, survivor counseling, retirement plan and other benefit changes, and a host of other topic-specific areas that affect employees and in turn, employers.
- Training
Pros
- ON24 is particularly responsive to issues as they occur during events as they happen.
- ON24 is very good at dedicating the appropriate resource to answer various questions beyond event management (technical questions, reporting, and data collection, etc.)
- ON24 is very proactive in providing updates to the business on the latest enhancements, updates, and other current events that can affect us.
Cons
- Though we have seen a significant improvement in recent times, the chat was sometimes frustrating, either due to delays in reply, the support person not completely grasping the issue, or not being very helpful.
- Many employees of the companies we engage to perform financial wellness services have used our webinars as the initial entry point to learn about what we do, and have then gained a comfort level to reach out to our financial planners by phone afterward
- ON24 has been an effective tool to use in enticing prospective clients to learn about what we do by providing free access to one of our topic-specific webinars.
We moved away from WebEx in 2013 because of some reporting and presentation features ON24 had.
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