Sitecore Experience Awards
CFP Board
SEA category: Most sophisticated implementation
Project brief
The Certified Financial Planner Board of Standards has positioned itself as a guide and support system for candidates and CFP® professionals, offering a personalized experience.
About
CFP Board
Professional Services
North America
Products
XP
CHALLENGE
Provide a streamlined and personalized experience
- Restructure navigation based on user needs
- Position the organization as a guide, support system and partner to candidates and CFP® professionals
- Create elevated graphics and tools
- Elevate resource content
- Provide a modern administrative experience
SOLUTION
Solutions used
- Sitecore Experience Database (xDB)
- Sitecore Experience Platform (XP 9.0)
- Sitecore Experience Analytics Tools -xAnalytics
- Integrations include:
- NetForum
- Higher Logic
- Naylor
OUTCOME
Witnessed positive trends and growth in account creation and site traffic
- Created personalized dashboards that deliver individualized content
- Developed a human-centric content strategy
- Made content relatable with visuals
- Implemented SSO to connect candidates to peers, mentors and employers
- Increased engagement with candidate and CFP® professional resources and tools across the site
- Reduced call volume for three key categories: certification process, login issues and website issues
- Gained positive feedback for site usability and usage among prospects, candidates, and CFP® professionals