Content management portal/intranet for financial advisor, USA
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.
Solution
Easy-to-use content update model for non-technical user using
a number of predefined templates.
Email alert system notifying company employees of high
priority tasks.
Scalable content management system to easily accommodate
future changes/additions