Case Study
Investor annual meeting delivers successful results
Challenge The annual investors meeting was scheduled to take place Spring 2020, as an in-person event, as it had for many years prior. As the seriousness of COVID-19 was being recognized, the investment firm realized that an in-person meeting was no longer feasible. A quick transition in thought and approach had the Senior Partners working through how to provide the same quality of event, with the same content in a virtual environment. Solution Upon hearing the needs, Augeo pulled together a team of event professionals from across the organization to technically and professionally produce the annual meeting for the client. It took operational skills, digital marketing skills and IT support skills. A few solutions were considered, and Zoom webinar was selected as the best plat