A global investment professionals association was looking for ways to reflect the impact of their Chartered Financial Analyst (CFA) program for financial prospects in Sitecore. To get there, they needed a partner with a holistic view; a partner that could redefine the entire user experience in a way that effectively communicated the value to potential charter holders through an optimized experience that enriches, educates and inspires prospects to advance their journey with the institution. 

Through robust user experience assessments and heuristic evaluations, Veracity saw an opportunity to streamline the entire user journey, enhance the brand experience and create a scalable (and reusable) architecture for the institution. We identified multiple challenges and converted them into comprehensive opportunities across a range of factors from audience development, UX design, content strategy (and re-engineering), to platform optimization and personalized features that tailored the experience by the following criteria: desirability, credibility, accessibility and usability. In the end, Veracity redesigned the end-to-end user experience—increasing relevancy and traffic, while fulfilling our mission to bring the organization’s digital presence in line with its remarkable reputation.