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Content management system for insurance company, USA

The Customer

The customer is one of the financial service providers in the USA with a large customer base with individual web accounts. The customer has a number of public and secured websites.


The Challenge

- Lack of organizational processes on content management
- Company users did not have the standard business rules set for any previous documents/content
  updating on the LIVE site
- Lack of company Technology standards
- Business users have more control of the site in terms of content publishing and content
  updates.


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

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