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