A Sleek and Innovative Design for a Financial Leader
Opportunity
Oppenheimer tasked Sagepath Reply with creating a new look and feel that better reflected the public’s perception and expectations for a company known as an innovator and leading online destination in the financial industry.
Approach
Using Crownpeak’s enterprise CMS platform, we created a clean and modern redesign to differentiate Oppenheimer from its competitors, and provide a modular and scalable templating system for its network of financial advisors and branches to personalize their individual websites.
Solution
We created a clean and modern design that showcased Oppenheimer's thought leadership content, served-up personalized information, and resources based upon newly defined audience segments, and streamlined getting in contact with a financial advisor.
Flexibility on Pace with the Markets
By using a Content Management System (CMS), Oppenheimer is able to showcase the full breadth and depth of their services – from corporate conferences to various M&As, IPOs, and investment transactions – while providing easy and flexible publishing capabilities for content editors to keep crucial information current.
Designed for Growth
The Oppenheimer website includes personalized web pages for over 1,000 financial advisors and 90 branch offices. These profiles are updated with the advisors' latest FINRA and RegEd data, while being optimized for SEO on a local advisor level. To maintain consistency across the board for such a large number of advisors, the site components follow a consistent brand style guide that is easily managed within the CMS.
Expertise Made Accessible
For availability to the largest number of clients and advisors, the site is designed for ease-of-use on mobile devices. We also leveraged Crownpeak’s Evidon and Universal Consent Platform to ensure the site is General Data Protection Regulation (GDPR) and Americans with Disability Act (ADA) compliant.
A Firm Foundation for Lead Generation
The Oppenheimer website serves as the foundation for lead generation for prospective clients seeking financial, estate, and retirement planning. The site also drives prospective retail investors to connect with Oppenheimer branch offices and financial advisors near them.
An Ongoing Partnership
When Google announced it was sunsetting GA3 and asked website owners to upgrade to GA4, Oppenheimer called our analytics team immediately. We set up an external site, an internal portal, and an app to position Oppenheimer for success on the brand new Google Analytics platform.
Boosted site traffic, engagement, and lead generation.
increase in users
increase in overall submissions
increase in average session duration
How can we transform your business?
Let’s Start a Conversation
Reach out to discuss your digital transformation needs and see how we can help. We would love to start a long-term partnership with your company.
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