Sitecore Experience Awards

CFP logo

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.

Capabilities

XP

About

CFP Board

North America

Professional Services

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

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
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