Certified Financial Planner Board of Standards (CFP Board): Interactive Strategies Digital Strategy project at Qualified.One

Certified Financial Planner Board of Standards (CFP Board) by Interactive Strategies

Some details

When CFP Board needed to meet challenging new business goals from their flagship web site, they turned to Interactive Strategies to completely re-engineer the user experience to align with their user needs.

We began with user research to quantify needs across a dozen key audiences. We followed up with interviews to understand audience motivations. Combining that with analytics and

competitive analysis, we designed a new experience that provides both logical next steps and motivational messaging to move candidates through the funnel to professional certification.

To support strong content creation, we created editorial processes and governance rules, then implemented them within Sitecore CMS. We also customized Sitecore to integrate data with NetForum to power personalized dashboards for candidates and CFP professionals.

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The Wilson Center
Digital Strategy

Our key services

Score: 143311

Interactive Strategies is a full-service digital agency that creates experiences grounded in deep strategic thinking. We are based in Washington, DC. While our core is web design, development, and marketing, we take a comprehensive view across our client ...

Avg project size: $269444   |   Reviews: 9   |   Portfolio: 11 works

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