Case Study: Leading Financial Planning Association of Australia achieves 24/7 member engagement and real-time insights with Higher Logic

FPA’s Member-Centric Strategy Led To A Community Launch

The Financial Planning Association of Australia (FPA) is the country’s leading professional association for financial planners, representing over 13,000 members and using iMIS-AMS as its member database. An annual survey showed 80% of members valued feeling part of a professional community, while the association faced the need to give members a safe space to discuss industry issues, scale repetitive member communications, and provide a single channel for cross-chapter updates.

FPA implemented a Higher Logic online community and communications platform integrated with its member database, keeping ownership of engagement data. The community now enables 24/7 networking and knowledge‑sharing, reduces repetitive inquiries by centralizing information, and creates instant focus groups that deliver real‑time insights to inform FPA’s policy and advocacy work.