Customer

A global financial services company which provides investment banking, asset management and wealth management services for private, corporate and institutional clients worldwide, as well as retail clients.

It is one of the largest banks in the world. It is considered the world’s second largest manager of private wealth assets, a leading provider of retail banking and commercial banking services.

Objective and solution

Customer wanted to replace a number of existing business processes related to the bank marketing materials.
The team was assigned to create the web based portal that will act as a central point for:

• Marketing materials management and exchange
• Cart and order management
• Assets storage
• User management
• Personalized email subscriptions

Solution:

• Orders processing and shopping cart based on Pageflex Storefront
• Created Pageflex extension that mirrors and extends functionality of Campaign Manager
• Created number of custom pages integrated into Pageflex to administer and control new extension

Project highlights

• Fully automated PDF generation workflow which now is used throughout all the bank departments in more than 50 countries around the world
• Created customizable order processing workflow