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7IM - Making investment & finance personal... - Codehouse

7IM - Making investment & finance personal...

04/01/2018

Seven Investment Management (7IM) is an investment management business that helps individuals and their families manage their financial needs, and aspirations. Created more than 14 years ago by only 7 people, the company has expanded to more than 200 employees looking after an £11bn portfolio.

7IM spoke to us about keeping up with the competition online to improve the user experience, drive conversions, and attract new business.

The new 7IM website has been fully modernised using the Sitecore platform. The use of modules rather than rigid page types enables their content editors to easily build, test, and personalise pages.

Our team developed a wide array of modules from simple “hero” and “call-to-cction” modules to the more advanced fund-related modules, which have complex underlying business logic.

To facilitate the uploading of time-sensitive and regularly updated fund share class data, we developed a custom import tool - custom extensions such as this demonstrate the true extensibility of Sitecore.

We built a validation gateway to help identify visitors and serve relevant, personalised content to Private Investor and Financial Intermediary segments to improve the user experience. Similar to content profiling, this feature, managed in Sitecore by assigning visitor types to pages, gives 7IM's content authors more scope to profile pages.

Our digital strategists have also formulated an ongoing digital roadmap for 7IM, aimed at achieving digital goals through Sitecore’s impressive digital marketing tools.

Achievements

  • Significant increase in web traffic and enquiries
  • ​Formulation of ongoing roadmap to achieve digital goals
  • Winner of two FT Adviser Online Innovation and Service Awards

Download the Seven Investment Management website case study

Experience the website for yourself at: www.7im.co.uk

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