Fast-shifting web and mobile trends meant CFA Institute’s digital content needed to work in today’s digital-forward world.

Always seeking the best way to engage their members and audiences, the nonprofit’s leaders began modernizing their web technology and recognized an opportunity to evolve their approach to content and their nonprofit content strategy.


A customized analysis of CFA’s content situation resulted in 38 strategic recommendations to strengthen their content vision and position content as a valuable asset for their organization and for their users.

Our analysis started with an audit to assess CFA’s content effectiveness, which uncovered opportunities to create more personalized content experiences for users, view and manage some content as products, maximize ROI of technology used, and influences members and investment management professionals positively.


Our audit and analysis laid out a high-level roadmap to implement our 38 strategic recommendations.

Our analysis revealed the weaknesses of CFA’s content and helped position content as more than just a cost of doing business. AS CFA continues to implement our recommendations, the culture has already shifted thanks to silos being broken down through their new shared content vision and nonprofit content stragegy. Now, user journeys now inform their content decisions, and content is viewed as an asset across the organization.

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