Case Study
An Engagement-First Social Strategy for Investment Professionals
CFA Society Miami · Miami, Florida

Challenge
As a member of the CFA Society community, CFA Society Miami is part of the global association of investment professionals that sets the standard for professional excellence and credentials. A champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community, the organization needed a social media program that would grow its audience and, above all, deepen engagement.
Solution
INGAGE developed a comprehensive marketing strategy built on an organic, member-facing social media presence across LinkedIn, Facebook, and Instagram, with content engineered around the campaign's primary KPI: engagement rate.
Impact
In 12 months, CFA Society Miami's social media audience grew by 50%, impressions increased by 1,475%, and engagement rose by 3,164%. The campaign's main KPI, engagement rate, increased by 108%.



