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.
Sitecore Experience Awards
CFP Board
SEA category: Most sophisticated implementation
Challenges
- 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
Solutions
- Sitecore Experience Database (xDB)
- Sitecore Experience Platform (XP 9.0)
- Sitecore Experience Analytics Tools -xAnalytics
- Integrations include:
- NetForum
- Higher Logic
- Naylor
Results
- 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
- Witnessed positive trends and growth in account creation and site traffic
- 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
Silver Solution Partner
Interactive Strategies is a full-service web agency based in Washington, DC that delivers comprehensive and integrated Sitecore solutions. Their strength lies in understanding the complex relationship that exists between strategy, design, content, technology and marketing. By addressing each of these areas equally, they create meaningful web experiences that provide a measurable return for their clients.
Learn more about Interactive Strategies
