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Tech Team Augmentation for a Canadian Financial Services Company

The Story

Our client provides a foundation for Canadians to build their financial security in retirement. Known globally as one of the most trusted pension management providers, the company wanted to upgrade experiences for customers by deploying a next-gen digital platform. A project like this demands reliable tech talents. Finding the most suited designers and developers was naturally an uphill undertaking for the client since they operate in a traditional industry.

challenge challenge Solution Solution Results

The client approached us to build their financial planning website using a best-in-class platform. They were on a legacy CMS, which was incredibly basic, very limiting in features, and prevented them from making simple customization. The website was slow and still on HTTP, thus not secure. It also required work to make it GDPR compliant. The user experience was lacking, there was no visible customer support. Call-to-action (CTA) buttons used across the site lacked the appeal for prompting action. And although the site was responsive, it still failed to offer immersive mobile experiences.


After a thorough analysis of the existing website, our team of designers, developers and analysts suggested a WordPress CMS-based website. The client didn’t want the site structure to change markedly but needed greater control and flexibility. They were also looking for functionalities to create and publish content. Overall, their requirement was a site that would scale with their growth. Being a leading financial planning service provider, they needed a website that reflected their position as respected thought leaders.

With usability one of their focus areas, opting for the WordPress platform was the obvious choice. Our web developers knew this would give them better control and scalability without a steep learning curve. Our tech experts identified the most potent pain points in terms of design navigation. It allowed the team to fully understand their challenges. Exploiting insights, we developed design layouts that better addressed the financial service requirements.


After our team fully deployed the website, the client had a digital platform with an appealing fresh design that compellingly represented their brand vision. The plugin integrations dramatically reduced the time spent managing financial planning across different end-users. Important site metrics improved across the board, with page views up significantly, average time on web pages also surged, and a massive reduction in bounce rate.

Users stay on the website longer and utilize the custom features. We have also begun scaling up the website further by adding new features such as private equity investment and real assets investment for improved engagement.

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