CFA Institute

In this case study, learn about the renowned not-for-profit’s content intelligence need, our solution, and the results.

Investment Management Association Unlocks a Wealth of Insight with Content Intelligence

CFA Institute is the largest association of investment management professionals in the world with more than 135,000 members in 150 countries and territories. The association has administered the prestigious Chartered Financial Analyst charter for more than 50 years. As CFA Institute members and other investment management professionals rely on the renowned not-for-profit’s industry expertise and resources, it’s critical they create and deliver content that resonates with their various audiences.


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.


From Our Client

ContentWRX was really revealing. We’re learning more about the insights it provides and how they can help us move the dial on our content."

Tom Berry, CFA Institute Chief Marketing Officer
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