The Financial Services Forum

  • The Financial Services Forum
  • The Financial Services Forum
  • The Financial Services Forum
  • The Financial Services Forum
  • The Financial Services Forum
  • The Financial Services Forum
  • The Financial Services Forum

The Fin­an­cial Ser­vices For­um is a mem­ber­ship-com­munity of pro­fes­sion­als — they endeav­our to have an under­stand­ing of the con­sumer, mar­ket­place and busi­ness mar­ket­ing per­form­ance. The For­um con­tin­ues to provide that very focus, and the crit­ic­al insight, which allows their Mem­bers to con­cen­trate on improv­ing per­form­ance by put­ting mar­ket­ing effect­ive­ness first. What makes The Forum’s agenda both rel­ev­ant and bene­fi­cial is the fact that it is totally inde­pend­ent and sec­tor-spe­cif­ic. It involves the right people, address­ing the right top­ics — both cur­rent wis­dom and future trends — through a mix of events, pub­lic­a­tions, com­munit­ies and online resources.

We partnered with the FSF to cre­ate an upgraded online digit­al offer­ing, using a phased deliv­ery mech­an­ism: Phase 1 con­cen­trated on get­ting a com­pre­hens­ive CMS and improved site archi­tec­ture (IA) to allow for expan­sion into inter­na­tion­al com­munit­ies — along with the capa­city for vis­it­ors to engage in online dis­cus­sion. Phase 2 looked at ways to increase mem­ber­ship, includ­ing pro­mot­ing the first three months for free (to sell-in the advant­ages of increased art­icle avail­ab­il­ity and event tick­ets). Phase 3 focused on rev­en­ue gen­er­a­tion and redu­cing admin­is­tra­tion, with a Stripe pay­ment gate­way for events and sub­scrip­tion-based membership.

Suc­cess­ive phases will look at addi­tion­al fea­tures and closer integ­ra­tion of the CRM facil­ity for improved lead generation.

Protected Area

This con­tent is pass­word-pro­tec­ted. Please veri­fy with a pass­word to unlock the content.

This was a year-long part­ner­ship, and on this pro­ject I was respons­ible for:

  • Exist­ing Func­tion­al Review/Evaluation
  • Func­tion­al Specification
  • Con­tent Migra­tion Plan
  • Pro­to­typ­ing
  • User Exper­i­ence
  • User Inter­face
  • User Jour­neys, Email News­let­ters and Autoresponders
  • Inform­a­tion Architecture
  • Art­work­ing Markup and Devel­op­ment Sup­port Material
  • Fea­ture Development
  • CMS Train­ing Manual
  • Qual­ity Assurance
  • Ser­vice Level Agree­ment and Dis­aster Recov­ery Plan
  • Assist­ing with extens­ive Cli­ent Collaboration

Date: 29th July 2015

Project url:

Category: Product