Lead Generation
Webinar Lead Generation: Improving Lead Quality Through Registration and Follow-Up Optimization.
How to attract better-qualified registrants and turn engagement data into booked consultations.
Read moreFor Financial Advisors & Wealth Firms
AI-Powered Webinar Platform for
Financial Advisors.
Run live, automated, and evergreen webinars that build trust, generate referrals, and book more consultations, all from one platform.
SOC 2 & GDPR Compliant
Scale up to 100,000 attendees
Trusted by 25,000+ businesses
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7-day full access · Cancel anytime
Trusted by Teams Turning Webinars Into Revenue
Native
Built-in CRM
Hot / Warm / Nurture
scoring for every attendee
Hot
92Warm
64Nurture
28Built-in
Paid webinars
Stripe · PayPal · PayU —
native checkout
Pay $99
RBAC
Role-based access
Presenter, moderator, and
team permissions
E2E
Encrypted data
Data secured in transit
and at rest
What advisors gain
Educate more people
without adding more hours.
One webinar does what 40 individual calls can't — and EasyWebinar makes sure nothing falls through after the session ends.
Start Free TrialConvert engaged attendees into consultations
EasyCRM scores every attendee automatically — Hot, Warm, or Nurture — based on watch time and engagement. Your team follows up in the right order, not alphabetical.
Lead Score
Hot
92Warm
64Nurture
28
Next StepBook Consultation
Built for Every Financial Advisory Workflow
The webinar sessions that
actually drive results.
Whether you're attracting new prospects or deepening client relationships, EasyWebinar adapts to every stage of your advisory workflow.
Retirement Planning Workshops
Help clients understand retirement income strategies, pensions, social security optimisation, and long-term drawdown planning — live or evergreen.
Quarterly Market Outlook Sessions
Host monthly or quarterly market updates that keep existing clients informed and attract new prospects searching for a trusted voice during volatile periods.
Tax Planning Webinars
Simplify tax-efficient investing, capital gains strategies, and year-end planning — topics with high search intent that consistently drive consultation requests.
Estate Planning Education
Explain wealth transfer strategies, trust structures, and legacy planning — opening the door to high-value, multi-generational client relationships.
Investor Onboarding & Education
Teach new investors about diversification, risk management, and portfolio construction — and convert engaged attendees into managed-account clients.
Paid Premium Workshops
Charge for exclusive tax planning intensives or social security deep dives. Native Stripe and PayPal checkout — no Eventbrite layer needed.
From Registration to Consultation
Most webinar platforms stop at the session. EasyWebinar runs the whole funnel.
Every step of your client acquisition funnel — from registration to consultation booked — runs on one platform, tracked in one place.
One Platform. Every Format.
Live, Simulive, and Evergreen — choose what fits the session.
Three formats, one platform. Switch between them — or run all three — without changing your stack.
Live
Real-time market briefings and client Q&A. Up to 100K+ attendees via Dolby OptiView, WebRTC (sub-500ms latency). Live chat, polls, Q&A, and in-webinar offers fire in real time — not 20 seconds late.
Simulive
A pre-recorded session that runs on a schedule with live chat, polls, CTAs, and follow-up automation. Combines the urgency of a live event with the consistency and scale of automation. Review before it goes out — not after.
Evergreen
Always-on education running 24/7 with timezone-adjusted scheduling. Just-In-Time start times create urgency without you being live. Instant Replay lets registrants watch immediately after signing up. EasyCRM tracks every completion automatically.
Platform Features
All the features you need to run
webinars that convert attendees into clients.
See all featuresAI Webinar Builder
Generate your webinar script, registration pages, reminder emails, poll questions, offer timing, and follow-up sequences in minutes — trained on proven conversion frameworks.
EasyCRM — Built-in CRM
Every registrant auto-scored as Hot, Warm, or Nurture by watch time and engagement. Hot prospects routed to your advisor team's auto-dialer. No manual export, no Zapier glue.
Automated Follow-Up
Power Follow-Ups send different sequences to attendees who watched in full, left early, saw the offer but didn't click, or never showed up — segmented automatically.
Built-in Payments
Sell paid workshops with native Stripe, PayPal, and PayU — in-webinar timed offers and checkout without redirecting to an external tool. Attendees buy while they're still engaged.
Webinar Analytics
Track registrations, attendance, watch time, poll responses, offer clicks, and per-advisor completion. Export attendee lists as CSV for your CRM or supervision workflows.
EasyCast Multistreaming
Broadcast client education sessions to LinkedIn Live, YouTube, and Facebook simultaneously — one session, three audiences, one set of analytics. No restream layer needed.
Security & Compliance
Designed for security, compliance, and trust.
Financial advisors need a webinar platform they can trust with client communications. EasyWebinar supports secure webinar delivery with enterprise-grade infrastructure — and is honest about what it covers and what it doesn't.
SOC 2 & GDPR compliant
Security controls validated through third-party audit. Support for privacy-conscious webinar programs and global audiences.
SSO / SAML / SCIM
Enterprise identity, access, and user provisioning support.
In-house storage
No third-party (S3-style) dependency, so external outages don't take your webinars down.
Trusted by Financial & Wealth Teams
What financial and wealth
professionals say.
“EasyWebinar has helped us increase our lead generation efforts through automated and live webinars. The tool has been easy to use and set up. Most importantly, the end user experience is strong for our attendees. Will continue to use EasyWebinar as our platform of choice for online events.”
Zach Holcomb
Chief Growth Officer · Foundry Financial
Verified · Trustpilot · May 2026
“Once I have run one webinar, I can clone and set up multiple in a breeze. We have run close to 30 since we started running it this new year and it has been a game changer for our business. It also seamlessly integrated with our CRM.”
Darrin Brodie
Marketing Director · Davenport & Associates · Wealth Management
Verified · G2 · March 2025
Jason BrownStock Market Coach
4.4
G2 · 93+ reviews
100K+
live attendees per event
SOC 2
Type II
1,500+
app integrations via Zapier
Compared Honestly
Most webinar tools host your event.
EasyWebinar turns it into revenue.
Every webinar tool offers a registration page and live room. Here's what sets EasyWebinar apart.
What You Get
Other Platforms
Live, Simulive & Evergreen in one account
All three formats
Split across separate products
Built-in CRM + lead scoring
EasyCRM native
External tool required
In-webinar checkout (Stripe / PayPal)
Native — no redirect
Via integrations or not available
Behaviour-based follow-up sequences
Power Follow-Ups built in
External ESP needed
Multistreaming (LinkedIn, YouTube, +9 more)
EasyCast included
Not available or limited
AI funnel builder (script, pages, emails)
Full funnel from one prompt
Partial or not available
Live, Simulive & Evergreen in one account
EasyWebinar: All three formats
Other platforms: Split across separate products
Built-in CRM + lead scoring
EasyWebinar: EasyCRM native
Other platforms: External tool required
In-webinar checkout (Stripe / PayPal)
EasyWebinar: Native — no redirect
Other platforms: Via integrations or not available
Behaviour-based follow-up sequences
EasyWebinar: Power Follow-Ups built in
Other platforms: External ESP needed
Multistreaming (LinkedIn, YouTube, +9 more)
EasyWebinar: EasyCast included
Other platforms: Not available or limited
AI funnel builder (script, pages, emails)
EasyWebinar: Full funnel from one prompt
Other platforms: Partial or not available
From the Blog
Webinar strategies worth reading.
Evergreen
How to Build an Evergreen Sales Funnel That Generates Revenue 24/7
Three proven examples of always-on webinar funnels that run while you sleep.
Read more
Client Education
How Webinars Are Changing Customer Education in 2026
Why advisors are replacing static PDFs and email sequences with webinars as their primary education channel.
Read moreQuestions, answered
Frequently asked questions
Common questions from financial advisors evaluating EasyWebinar.
Turn every seminar into a
qualified client pipeline.
Run compliant virtual seminars, score every attendee, and follow up automatically.
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