To sustain and strengthen its value for members, CFA Institute wanted to know how their content was performing and whether it was effective for members.

CFA Institute recognized an opportunity to unify content creators and marketers by unifying their content approach and making content intelligence more accessible organization wide.


In-depth analysis, recommendations, and content intelligence system to make content data more accessible, reliable, relevant, and actionable.

Our analysis uncovered opportunities for greater content insights and impact. To help CFA Institute better understand their audiences’ behaviors when engaging with their content products, we created dashboards to aggregate several data sources into one spot for evaluation. We also applied our ContentWRX software to determine content’s effectiveness, to aid in interpreting the data, and to make it more actionable.


Deeper behavioral and perception insights empower content creators and marketers to make strategic content decisions.

CFA Institute has the tools and data they need to get the most out of their content efforts. They’re able to track content performance across platforms and adjust as needed to meet the needs of their audiences.

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