Content management site/intranet for financial advisor

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Content management site/intranet for financial advisor, USA

The Customer

Our client was one of the largest financial services institutions in the United States. The company provides a range of investment management and other financial products and services and has more than 5 million customers in the United States and over 10 other countries.

The Solution

  • Easy-to-use content update model for non-technical user using a number of predefined templates.
  • Email alert system to the company employees for notifying high priority tasks.
  • Scalable content management system to easily accommodate future changes/additions.