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How SWBC pivoted during COVID-19 and ran their first webinar that captured 110  brand-new leads. 

SWBC is a diversified financial services company. Before COVID-19, their events team coordinated nearly 30 events/year for customer engagement and sales lead gen. By April, every event had been postponed or cancelled.

After using NextLevelFan at a live event last year, they asked for our help to produce their own 1.5 hour webinar for Credit Union customers, from invite to post-event.

Event goal: customer retention by providing relevant content.

- Invite/Share/Register 8,500+ customers
- Provide audio/video recording kits, coaching
- Provide video post-production
- Stream video on a branded site for 300+ people
- Capture post-event survey feedback

SWBC discovered the platform could do all of it!

The ROI for just one event:

1 vs. 7

One solution for entire lifecycle


Instead of sourcing multiple solutions, SWBC found it all under one platform. handled Bulk Emailing, Registration, Automation, Check-In tracking, Streaming, and Surveying. Plus, we shipped A/V equipment to each speaker and handled post-production to create a high-quality video that SWBC has reused for on-demand viewing.

110 leads

new leads captured & no data entry!


SWBC not only emailed customers/prospects, but they also shared their registration page on social media. The platform captured which records were new and delivered those to Salesforce for sales & marketing's use.

one event, by the numbers

With NextLevelFan's platform, the entire event lifecycle was covered, allowing SWBC's Sales & Marketing teams to focus on what they do best.



# of sales reps


Guests invited on behalf of sales reps


messages sent on behalf of sales reps


weeks, from planning to delivery

Go from 7 different solutions to 1 for your client events.

Consolidate today


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"Quick turnaround..."

When I discovered all our events had been postponed, I knew NextLevelFan could deliver.

Rebecca Tinch
Event Coordinator

(Event Host)

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"Very professional team"

From Start to Finish, the NextLevelFan team was there when we needed them.

Tony Streeter
SVP, Marketing, FI Group

(Event Host)

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"Easy to work with..."

The NextLevelFan team helped us throughout, from testing to reports our Salesforce admin loved!

Stephen Chavez
Marketing Manager

(Event Host)