Now more than ever, consumers are looking online for goods and services. A robust online presence for Advisors is no longer an option, but a must.
The Wealth Technology and Corporate Marketing groups at CIBC had been struggling to provide an appropriate online marketing technology platform for their 1000+ investment Advisors. Their current platform had limited customization capabilities, yielded poor Internet search results, had a dated and inconsistent look and feel, and required manual processes to facilitate content updates.
CIBC required a solution that would balance two conflicting objectives:
- Empower the Investment Advisors to have a unique and individual online presence with flexible and agile marketing capabilities.
- Ensure Corporate Marketing retained corporate brand and messaging control while being able to get to market with the right messaging quickly and effectively.