The background
Equity Trustees’ previous website was built on an aging content management system (CMS) that presented several challenges:
- Limited Flexibility: The legacy CMS lacked the agility to support modern digital experiences, making it challenging to implement new features or adapt to changing user needs.
- Content Management Bottlenecks: Content updates required technical assistance, leading to delays and inefficiencies in publishing timely information.
- Evolving Customer Expectations: Clients increasingly expect seamless, personalised, and accessible digital interactions, which the existing platform cannot adequately provide.
Recognising the need to modernise its digital presence, Equity Trustees and NOW Digital embarked on a comprehensive website redevelopment project to enhance the customer experience, streamline content management, and future-proof the digital infrastructure.
The challenge
Equity Trustees understood that their digital presence needed to evolve to meet internal efficiency goals and external customer expectations. The existing CMS platform was rigid in structure, hindering the internal staff’s ability to respond quickly to market changes, client demands, and regulatory requirements.
Content updates were cumbersome, reliant on technical teams, and often delayed, leading to frustration across the business. Meanwhile, investment in digital ecosystems was raising the bar for client expectations around speed, personalisation, and ease of access to financial information and services.
The primary challenges identified were:
- Modernising the Design: Creating a user-centric website that reflects Equity Trustees’ commitment to trust and professionalism.
- Enhancing Content Management: Empowering internal teams to manage and publish content efficiently without relying heavily on IT support.
- Ensuring Scalability and Flexibility: Implementing a platform capable of adapting to future technological advancements and evolving client needs.
The solution
To address these challenges, Equity Trustees partnered with a strategic-led digital agency to undertake a website redevelopment project grounded in human-centered design principles and powered by Sitecore XM Cloud.
Improved customer experience and engagement
The human-centered design approach led to a website that is intuitive, accessible, and responsive across devices. Users can easily find relevant information, leading to increased satisfaction and trust in Equity Trustees’ digital services.
Operational efficiency
With Sitecore XM Cloud, content management processes have been streamlined. Marketing and communications teams can now independently manage website content, reducing bottlenecks and enabling more agile responses to market needs.
Future-ready digital platform
The scalable and flexible nature of Sitecore XM Cloud ensures that Equity Trustees’ digital platform can adapt to future technological advancements and changing user expectations, safeguarding the organisation’s investment in its digital infrastructure.
Sitecore XM Cloud
To support the new digital experience, Sitecore XM Cloud was selected as the CMS platform due to its robust capabilities and alignment with Equity Trustees’ objectives.
Key benefits realised include:
- Scalability and Flexibility: Sitecore XM Cloud’s composable architecture allows for easy integration of new features and services, ensuring the platform can evolve with the organisation’s needs.
- Enhanced Content Management: The platform empowers content authors with intuitive tools for creating, editing, and publishing content, reducing reliance on IT and accelerating time-to-market.
- Personalisation and Engagement: Sitecore’s personalisation capabilities enable the delivery of tailored content experiences, increasing user engagement and satisfaction.
- Performance and Reliability: As a cloud-native solution, Sitecore XM Cloud offers high availability, security, and performance, ensuring a consistent and reliable user experience.
Equity Trustees has successfully transformed its digital presence through a strategic partnership focused on human-centered design and leveraging the advanced capabilities of Sitecore XM Cloud. The new website enhances the user experience and provides a robust, scalable platform that supports the organisation’s commitment to trust, integrity, and excellence in financial services.