CFP Board’s Boxwood Integration Drives Account Growth

Everyone has their own idea of a retirement utopia — a warm sunny beach in Hawaii, cruises in the Bahamas, jet-setting the globe. However, few of us will achieve that retirement dream without the careful planning and advice of a qualified, trusted financial planner. Enter Certified Financial Planners (CFP) Board – whose mission is to ensure the availability of competent financial planners for people around the world.

 

The Challenge:

How do you match the perfect candidate with the ideal employer? This was the question CFP Board was asking in 2013. They had discovered a real and tangible gap between CFP Board certificants and the employers seeking qualified candidates to fill financial advisor positions. They simply couldn’t find each other. They needed a Cupid’s arrow for the industry.

  • The solution needed to work within existing infrastructure and be indistinguishable from existing framework to users.
  • The solution should provide an approachable experience at every step of the way.
  • The solution needed to be a comprehensive experience that handled transitions between systems smoothly.

 

more website visits than the previous year

%

increase in monthly account creation

more accounts created than monthly average

CFP Boxwood Integration

The Solution:

The solution, CFP Board decided, was a one-stop shop where employers, students, and graduates could meet up to find the perfect job or employee in the financial planning field. Leveraging Boxwood’s Career Center, CFP Board designed a Career Center that would serve as the destination for those interested the CFP certification, those starting or managing a career as a financial advisor, and job and internship opportunities. Not just a job board, the Career Center is a community that engages everyone in the industry, ensuring a pipeline of qualified Financial Planners, and, ultimately, sustainability for CFP Board.

  • Integration of CFP Board’s netFORUM with Boxwood’s Career Center provides a single sign-on experience.
  • The eWeb Create Account and Forgot Password processes were streamlined to create a friendlier experience and ensure users were redirected back to the Career Center after Completion.
  • The existing single sign-on with CFP Board’s SiteFinity CFP.net site was reviewed and improved, allowing users to move seamlessly between eWeb, CFP.net, and the Career Center.