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.

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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