Despite the rising prominence of online investing, the brokerage community lacked a B2B forum to discuss emerging trends and technologies. Beginning in 2016, my role was to transform Recognia's annual customer event into a recognizable industry event.
Alongside building the brand, objectives included establishing the parent brand as a primary thought leader, reducing cost through a sponsorship strategy and generating new revenue opportunities.
Following the continued success of the event and the shifting needs of the industry, the Online Broker Summit was merged into the Digital Wealth Events family in 2023. I lead the team responsible for:
Logo Design
Brand Identity
Email Drip Campaign
"Key Insights" Articles
Print Collateral Design
Web Design
handshake
Sponsorship Packages
A Central Strategic Planner
The Online Broker Summit brings together leaders of the retail online brokerage industry to discuss emerging trends and share experiences. Through a series of keynotes, diverse panel discussions and networking opportunities, the event sparks insightful dialogue on how to move the industry forward together.
