Relayer Benefits is a finance organization specializing in safe money products and investment strategies. Led by President Mark Jacobson, the company focuses on providing clients with secure alternatives for their investments. With a dedicated team, Relayer Benefits offers insights into retirement and tax-free strategies, helping clients make informed decisions about their financial futures. They have successfully managed millions in client assets, offering tailored solutions to meet individual financial goals.
The global pandemic threw Relayer Benefits, a financial organization known for its safe money products and investment strategies, a curveball. Their core business model relied heavily on in-person presentations held in restaurants, which became impossible overnight. Mark Jacobson, the president, faced the challenge of reaching existing clients and introducing new ones to retirement and tax-free strategies without the ability to host live events.
To navigate the "new normal," Relayer Benefits adopted WebinarNinja. This virtual platform offered several features that facilitated a smooth transition to online presentations:
WebinarNinja proved instrumental in Relayer Benefits not only maintaining but even growing their business during the pandemic:
We are building a 100-year company with a mission to DELIGHT customers. People think we’re crazy to offer phone, chat, and email support. We still do it. When it comes to awesome support & building delightful software, we go the distance - try it, and you will love it.