01

What did the client need?

  • Design and build a CPD-based learning centre for financial advisers to enhance BMO GAM’s sales and marketing in this channel
  • Integrate the learning centre and CPD functionality into BMO GAM’s existing website
  • Showcase BMO GAM’s thought leadership content in an engaging and user-friendly way

Design and build a CPD-based learning centre for financial advisers to enhance BMO GAM’s sales and marketing in this channel

Integrate the learning centre and CPD functionality into BMO GAM’s existing website

Showcase BMO GAM’s thought leadership content in an engaging and user-friendly way

Fiona MacKenzie UK Marketing Manager, BMO Global Asset Management (EMEA)

"White Marble Marketing identified and managed the right 3rd party suppliers on our behalf to build the appropriate solution for a CPD-based site, enabling our inhouse team to carry on with business as usual whilst this project was completed."

02

What we did

1 Conducted research

Conducted robust research to identify the best CPD partnership and structure to meet adviser needs

2 Identified key topics

Identified key topics for adviser CPD content2

3 Built site structure

Built site structure, user journeys, designs and content plan, maintaining a strong focus on the user experience

4 Delivered

Developed a straight forward, logical site with clear user journeys and engaging content for adviser learning and CPD collection

“White Marble acted as a seamless extension of the BMO marketing team to develop the content for our adviser education site, and then design and project manage the build."

Fiona MacKenzie UK Marketing Manager, BMO Global Asset Management (EMEA)

03

The outcome

  • New site offers a ‘one-stop shop’ for adviser CPD requirements in a simple and user-friendly manner
  • Improved lead generation and reporting capabilities, increased promotion opportunities, with an added layer of detail and long-term potential
  • Robust content management system for easy and efficient processing of CPD content

16

Hours of structured CPD

42

Educational articles and webinars

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