Transforming Digital Capabilities for a Leading Financial Solutions Firm.
- Lari
CLIENT :A prominent financial solutions firm
INDUSTRY : Financial Services
Table of Contents
A leading financial solutions firm sought to consolidate its fragmented digital ecosystem, improve security, enhance personalization, and streamline content management. Leveraging Adobe Experience Manager (AEM), Adobe Analytics, Adobe Target, and Adobe Campaign, the goal was to elevate their digital operations, optimize user experiences, and meet strict regulatory requirements.
Challenges
Fragmented Digital Ecosystem: The firm managed a large number of financial professional websites hosted on various platforms like WordPress. This fragmentation led to inconsistent user experiences, complex content management processes, and increased vulnerability to security threats.
Security Vulnerabilities: WordPress sites were susceptible to hacking attempts, posing risks of domain blacklisting. Such security breaches could disrupt communication channels and damage their reputation.
Inefficient Content Management: Updating and managing content across numerous sites was time-consuming, lacked centralised control, and often resulted in outdated or inconsistent information.
Limited Personalisation and Engagement: The existing setup did not allow for personalised content delivery or effective engagement tracking, limiting the ability to tailor experiences to individual users.
Complex Communication Needs: They required a robust system to manage diverse communication channels, personalise messages, and ensure compliance with strict financial industry regulations.
Objectives
Consolidate Websites on a Secure Platform: Migrate existing FP websites to Adobe Experience Manager (AEM) to enhance security and centralize content management.
Enhance User Experiences: Implement personalization strategies to deliver relevant content to users based on their profiles and behaviors.
Implement Robust Analytics and Testing: Utilize Adobe Analytics and Adobe Target to gain insights into user behavior and optimize website performance.
Streamline Communication Strategies: Leverage Adobe Campaign to automate and personalize email communications while ensuring regulatory compliance.
Optimize Internal Processes: Improve content authoring workflows, approval processes, and resource utilization across environments.
Solutions and Implementation
1.Migration and Development with Adobe Experience Manager (AEM)
Website Consolidation and Content Migration
To address the fragmented digital ecosystem and security concerns, we initiated the migration of large number of financial professional websites from WordPress to AEM. This process involved:
Comprehensive Audit and Planning: We conducted a thorough audit of the existing websites to understand the content structure, functionality, and dependencies. This helped in planning the migration strategy effectively.
Content Correction and Updates: During the migration, we identified inconsistencies and outdated information. Our team worked closely with their to correct and update content, ensuring accuracy and relevance.
Enhanced Security Measures: By consolidating websites on AEM, we leveraged its robust security features to mitigate the risk of hacking attempts, thus safeguarding their digital assets and reputation.
Development of New Websites
Site 1:
Project Overview: The organisation wanted a new website featuring the CEO’s podcasts and thought leadership content.
Development Process:
Component Reusability: We utilized existing AEM components where possible, customizing them to fit the unique requirements of the new site.
Design and User Experience: Collaborated with them to create an engaging and user-friendly design that aligned with their brand identity.
Deployment Challenges: During the launch, we encountered an issue where the dispatcher was showing a “coming soon” page instead of the live site. Recognizing the urgency, our team worked overnight to identify and resolve the problem, ensuring the site was live before the next business day.
Outcome: The successful launch of the site demonstrated our commitment to reliability and timely delivery, strengthening our relationship with them.
Site 2:
Project Overview: They aimed to revamp their site to improve the user interface and experience, making it more appealing to prospective FPs.
Collaborative Approach:
Partnership with Design Agency: We collaborated with a UI/UX expert from an associated agency, to translate innovative design concepts into functional website features.
Iterative Development: Engaged in continuous discussions to assess the feasibility of design ideas, offering suggestions and technical insights to enhance the website’s functionality.
Custom Component Development:
Innovative Features: Developed new custom components incorporating transitions, animations, and themes that enriched the user experience.
Responsive Design: Ensured the site was fully responsive across devices, catering to the diverse ways users access content.
Outcome: The revamped site have received positive feedback for its modern design and improved user engagement, positioning them favorably among competitors.
Conclusion
Through the strategic integration of Adobe Experience Manager, Adobe Analytics, Adobe Target, and Adobe Campaign, we transformed their digital landscape. Our comprehensive solutions addressed their complex challenges, enhanced user experiences, and provided the tools necessary for them to thrive in a competitive financial industry. This partnership not only achieved immediate objectives but also established a robust foundation for ongoing innovation and growth.
