Financial Executives International

  • Name Financial Executives International
  • Industry Association
  • Program Strategies Internet Marketing


  • Quick turn setup of first  6 events within less than 30 days
  • Over 50% reduction in customer service issues within 60 days
  • Email open rates of 46% on average
  • 12 new members in one month
  • Increased member activity and engagement for retention

Program Category: Association Management

Challenge: The Colorado Chapter of an International professional association for financial executives with over 280 members wanted a better method of connecting to ambassadors and following up with potential new members that attended their monthly chapter dinner meeting. They also needed a more user-friendly registration system.

Approach: CXM introduced a new, user-friendly online event system to send out e-invites, manage online registration and payment, and send automated email reminders and follow up for over 50 events annually. We set up over 6 events in under 30 days.  We also launched ambassador email outreach campaign. 

Results: FEI had 12 new members join in one month, and they experienced increased member activity and engagement for retentionThey also saw an over 50% reduction in customer service issues related to event registration within 60 days.