• Financial industry

• 250+ events annually for existing clients and prospects

• Objectives: retention, growth, education, financial outlook

• Intimate, high-end events featuring unique venues

• 20 to 1,500 attendees per event

• 1-2 day events

• Custom event kits

• Email marketing support

• Post-event reporting

IPE serves our client’s West, Central, East and New York divisions and works alongside their marketing staff in each region to execute on hundreds of events each year. Additionally, IPE staff provide email marketing support with Pardot integration and post-event reporting that tie into our client’s SalesForce database.

We provide multi-level support; assisting the client during the event planning stages and all the way through to on-site staffing and reporting.