Content management portal/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 notifying company employees of high priority tasks.
-Scalable content management system to easily accommodate future changes/additions