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Case Study
$1trn asset manager brings AEM in-house to drive 40% visitor engagement uplift
Client type
Asset Management
Client Challenges
A US asset manager ($1trn AUM) was reliant on an external vendor for website content management, limiting control over content, process, and brand experience. The firm needed to bring a best-in-class system in-house to unify its brand and deliver targeted experiences by persona.
alpha approach
Alpha assessed legacy website capabilities and identified value drivers aligned to the firm’s sales, product, and marketing strategy. Competitor analysis and cross-functional workshops with marketing, compliance, and product teams shaped the new site architecture, design, and content. Alpha supported the development team through build, UAT, content authoring, AEM deployment, and go-live. A BAU transition model, agile methodology, and Phase 2 roadmap were established to sustain and accelerate ongoing enhancements. The result was a scalable, brand-unified digital platform that increased visitor engagement by 40% and created a streamlined path to purchase, service, and reporting.
How we delivered lasting value
Turning insight into impact
40% increase in website visitor engagement
The switch to AEM delivered a 40% uplift in visitor engagement. Both wealth professional and institutional investor journeys were measurably improved.
Full control over content management and platform SLAs
The US asset manager optimized content management processes and improved platform SLAs. The new model supports product pipeline, accessibility enhancements, and regulatory requirements.
Personalization-ready digital experience driving lead generation
New features including a portfolio allocation tool and watermarked materials drive consideration and lead generation. Google Analytics data capture enables future personalization at scale
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