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  • Maintaining digital assets hindered innovative initiatives from staff
  • Relied on overloaded IT staff for simple updates
  • Updates occurred to six content management sites
  • Templated websites took two to seven days to spin up
  • Launching fully-customized new sites took one to two months
  • Advisors had to work with outdated, non-responsive websites
  • Business depended on image of high-quality, personalized service and websites were falling short on delivering


  • Platform transformed full user experience
  • Content shared across all corporate and advisor sites
  • Independent sites built and launched without external support –at a fraction of cost
  • 2,628 templated sites supported in 2018
  • 495 custom advisor sites supported in 2018
  • Marginal cost of launching new, template site: ~$0
  • Marginal cost of launching new, fully customized site: avg. -60%
  • Resources can be shifted to initiatives that drive results

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