A digital transformation delivering a $10.5 million revenue surge

CFA Institute is a global non-for-profit finance education leader with over 190,000 members across 160+ countries dedicated to advancing ethics, education, and professional excellence.

Executive summary_

CFA Institute's primary objective was to move from analogue channels and off-line learning, to a fully online product/store experience, digital learning ecosystem and ongoing digital engagement.

To support this, we are working with CFA to reimagine their Enterprise Web Estate, with new experiences, data capability and a full brand refresh.

The challenge_

Digital fragmentation and outdated experiences hindered operational efficiency, revenue growth and meaningful customer engagement:

• Complex, disjointed and frustrating user journeys damaging brand loyalty

• Members couldn't find the content they needed, when they needed it

• Siloed data systems blocking a unified view

• Internally focused instead of a customer-first approach

The brief was clear: reimagine the experience to engage and drive advocacy with members, new and existing to future proof the business digitally.

The Solution_

We used data and focused on the customer to build something extraordinary:

• A prioritised digital roadmap focused on delivering business outcomes

• Journeys, blueprints, prototypes, backlogs for the business to showcase and test with key audience segments

• New enterprise website with localised and personalised audience experiences

• Generative AI integrator for the enterprise site and learning ecosystem

Unified experiences across a digital ecosystem that fuels loyalty, drives revenue, and secures real competitive advantage.