National FinServ Expo


National Financial Services Conference Partners with Social Xccess for a Transformative Event Marketing Project Including Advertising, Marketing, and Video Production.

The primary mission of the National FinServ Expo is to help people in the financial services industry recognize the economic benefits of multiculturalism in employment, and to promote financial literacy to help all Americans understand how to grow their personal wealth. This is a platform for all diversity and inclusion organizations to reach the sector of the financial services industry they represent. Social Xccess was honored and excited to support the conference with its event marketing needs.

The Strategy

Dale Hansen, Sports anchor from Dallas WFAA

If you’ve ever hosted a 300+ people conference, you know it’s a serious job and takes a massive amount of effort, time and energy. In addition to that, marketing an event is even harder because event marketing, especially for finance conferences, has remained unoriginal and uninspiring. As a result, this presents an opportunity for some creative event marketing strategies.


Once we had branding and a viable event marketing strategy in place, Social Xccess needed to develop a strategy for reaching the National FinServ Expo's target audience and engaging them in order to attend and join the FinServ Expo community.


  • +30.42% sessions
  • +75.84% average session duration
  • +68.56% pageviews
  • -31.39% bounce rate
  • +23.56% pages per session
  • +60.45% conference attendance

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