Decoupled Content Management System Replatform for Financial Data Distribution

The client is operating with an outdated, custom-built content and data distribution system that is increasingly difficult to maintain, inefficient, and unable to meet the evolving needs of modern content consumers and distributors. Manual processes such as generating static PDF reports and multiple data silos cause high operational costs, redundancy, and limited accessibility. The system lacks standardization and scalability, hindering rapid content updates and seamless integration with third-party platforms, thereby impeding timely and secure dissemination of market intelligence to stakeholders.

A large, global financial institution specializing in market intelligence, data analytics, and report distribution across multiple regions and client segments.

• Develop a scalable, user-friendly web-based content management portal to replace legacy systems, enabling efficient creation, management, and distribution of market intelligence reports.
• Implement a decoupled architecture leveraging RESTful APIs to facilitate seamless content sharing with external applications like corporate websites and enterprise systems.
• Standardize report templates and workflows to ensure consistency, reduce manual effort, and facilitate rapid updates.
• Migrate existing large volumes of PDF reports into structured content types within the new system, ensuring data integrity and easy access.
• Enhance content editing and creation workflows, providing features like rich previews, in-context editing, and drag-and-drop media uploads.
• Ensure secure, role-based access control and Single Sign-On (SSO) authentication integrated with the client’s security infrastructure.
• Support multi-language localization to meet global content dissemination needs.
• Achieve early deployment of a Minimum Viable Product (MVP) within 12 weeks to demonstrate value and enable iterative improvements.

• Content management portal with customizable templates and reusable components
• Multi-language support for localized reporting
• Role-based access control for contributors, reviewers, and administrators
• Single Sign-On (SSO) integration for secure user authentication
• Migration tools for converting existing PDF reports into structured content types
• Workflow management for content approval, compliance, and publishing
• RESTful JSON API endpoints for content retrieval and distribution
• Media management for images, videos, and other assets with in-browser editing tools
• Content preview and in-context editing capabilities
• Integration with third-party systems such as corporate websites and CRM platforms

• Corporate website systems for content publication
• Customer Relationship Management (CRM) or enterprise data platforms
• Authentication providers for SSO (e.g., SAML, OAuth)
• Third-party analytics and localization services
• Legacy data sources and report repositories for migration

• Scalability to support growing report volumes, targeting thousands of reports and hundreds of concurrent users
• High performance with optimized API response times to ensure timely content delivery
• Robust security measures, including role-based access, encrypted data transfer, and secure authentication
• Reliability and availability to ensure 99.9% uptime for critical content services
• Ease of maintenance and future scalability to adapt to evolving business needs

The new decoupled content management system aims to significantly reduce operational costs associated with report creation and distribution, improve content accuracy and compliance, and enhance accessibility across multiple platforms and regions. By migrating over 160,000 legacy reports and enabling dynamic online access, the client can provide faster, more reliable market intelligence, ultimately leading to increased stakeholder engagement and operational efficiency. Early MVP deployment will demonstrate tangible value within 12 weeks and lay the foundation for future expansion and system integrations.