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Financial Services DXP Platform Modernization & Enhancement
  1. case
  2. Financial Services DXP Platform Modernization & Enhancement

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Financial Services DXP Platform Modernization & Enhancement

axelerant.com
Insurance
Banking, Finance & Insurance

Challenges with Legacy System & Operational Inefficiencies

Franklin Madison faced significant challenges managing a complex vendor and customer database due to limitations in their existing platform. These included navigation inconsistencies, information silos between sales and service teams, manual microsite creation, limited scalability, difficulties in tracking customizations, and a lack of unified data analytics. These issues led to overburdened developers and slow turnaround times for new product launches and customer onboarding.

About the Client

Franklin Madison is a leading provider of consumer insurance programs administered through partnerships with banks and credit unions. They offer a diverse suite of insurance products to individuals and families, leveraging a network of brand partners.

Project Objectives

  • Modernize and enhance the existing digital platform to provide a unified experience for vendors and customers.
  • Improve the efficiency and speed of microsite creation and deployment.
  • Enable scalable growth to accommodate a larger number of vendors and customers.
  • Enhance data visibility and analytics capabilities.
  • Automate marketing and engagement processes through marketing automation.
  • Improve user experience through intuitive navigation and content authoring.

Functional Requirements

  • CMS for managing sales experience and service content.
  • Templating engine for rapid microsite deployment.
  • Workflow automation for microsite creation and customization.
  • Multilevel rollup analytics dashboard.
  • Marketing automation capabilities (email campaigns, segmentation, reporting).
  • User role management and access control.
  • Content personalization features.

Preferred Technologies

Drupal
Acquia Cloud
Acquia Site Studio
Acquia Campaign Studio
Google Analytics
Google Tag Manager

Integrations Required

  • Google Analytics
  • Marketing Automation Platform (Acquia Campaign Studio)
  • Potential CRM system

Key Non-Functional Requirements

  • Scalability (ability to support a growing number of vendors and customers).
  • Performance (fast page load times and responsive user interface).
  • Security (robust security measures to protect sensitive data).
  • High Availability (minimal downtime).
  • Maintainability (easy to update and maintain).
  • Accessibility (compliance with accessibility standards).

Expected Business Impact

This project is expected to significantly improve operational efficiency, reduce development time, enhance customer and vendor experience, and enable scalable growth for Franklin Madison. The platform will streamline microsite creation, automate marketing efforts, provide better data insights, and empower non-technical users to manage content and customize experiences. The estimated impact includes a reduction in microsite creation time from days to minutes, increased efficiency for account managers, and the ability to serve a significantly larger number of vendors with the existing team.

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