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“(We) appreciate the expertise you bring to the planning process and the detail of your execution. You have taken a great deal of pressure off of the team so we can enjoy the events with the participants.”

Fidelity Investments

3870 Erie Avenue
Cincinnati, OH 45208
Phone: 513-241-4852
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What started as a relatively small event grew into one of Fidelity's most effective marketing tools.

  • Attendance grew from 125 for the first conference to more than 750 in the event’s fifth year
  • The event successfully distinguished Fidelity from its competitors, improving its leadership position
  • The annual conference became Fidelity’s priority marketing strategy
  • Increased client awareness of products and services combined with stronger customer relationships generated higher revenues
  • Stout & Gallant’s “one-stop shop” capabilities reduced event costs while increasing effectiveness
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