Case Study: CNL Financial Group achieves faster FINRA-compliant web publishing and improved SEO with Solodev

CNL Financial Group - Customer Case Study

CNL Financial Group, an Orlando-based private investment management and commercial real estate firm, relied on multiple websites and mobile apps to educate and convert investors but needed a more efficient, secure, and brand-elevating web presence. They faced challenges managing multiple web properties, implementing FINRA-compliant draft/review/publish workflows, rebranding for greater sophistication, and integrating with marketing systems like Salesforce and Marketo—so they engaged Solodev to modernize their digital platform.

Solodev delivered a scalable, SEO-first platform hosted on AWS (leveraging CloudFormation, EC2, and OpsWorks) that centralized multi-site management, integrated with Salesforce and Marketo, and built FINRA-aware draft, staging, and publishing workflows. The Solodev solution increased control and agility across CNL’s multi-site ecosystem, accelerated time-to-publish for time-sensitive content once approved, improved SEM and email campaign performance through enhanced SEO and integrations, and provided a Solodev-powered mobile app giving advisors and investors real-time access to portfolio information.

CNL Financial Group