Allan Gray

Creating a personalised customer experience with Episerver

Project Brief

Allan Gray required a new, engaging and dynamic online presence that would create a rich user experience with easy access to information and resources, driving increased user interaction and attracting new customers.

 

One important objective was the selection of a new CMS platform that met both the marketing and IT requirements. Following a vendor review process, the ASP.net platform Episerver was selected as the CMS platform and Bluegrass Digital as the implementation partner.

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An Agile Approach

The Bluegrass team collaborated with marketing and IT teams using an Agile approach to deliver the new website. Working through a number of SPRINT cycles, the teams collaborated on website prototyping, design, development, integration, QA and deployments.

As part of the implementation process, it was important that we delivered against Allan Gray’s stringent security and development standards.

The Result

A beautiful investment manager website that creates a personalised customer experience for new clients, existing clients, financial advisors and institutional investors, supporting localised country-based content can be managed carefully and intuitively within Episerver.

Key deliverables in the project included:

  • HTML5/CSS3/SCSS responsive templates
  • Episerver 8 implementation
  • Episerver FIND for reach search functionality
  • Localisation for multi-country based content
  • API integration for fund price information
  • Sharepoint integration for Fund Factsheets
  • Interative rich media content
  • Investment calculators
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