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Case Study / Confidential

Applications for employee benefits management

Our client is a financial services company that provides a wide range of investment products and services managing trillions of investor’s money. Among many offerings, they sell 401(k) plans and benefits packages to companies nationwide. Over a decade working together, we have built a range of applications to streamline sales, support marketing, and keep customers informed about their benefits. We work as an integrated technical team, navigating departments, projects, and timezones, while serving as a long-term, reliable technical partner.

Microsite generator to support selling

The B2B sale of 401(k) plans can be a multiyear process that involves the creation and delivery of detailed financial documents. One of the systems we built was an application to create custom-tailored microsites to pitch potential customers. Each site contains financial plan information and assets specific to its respective company, with documents and content populated from data in both Salesforce and distributed sources. This large-scale system powers over 14,000 microsites and undergoes constant development as a critical tool in the sale of new 401(k) plans.

Employee benefits portal to service 401(k) clients

Another example of a project for this client is a portal that enables the employees of their clients to understand their pay and benefits packages. This portal provides our client’s customers a method for streamlining communicating with employees about benefits and aids in retention. The portal is powered by a custom-built content management system (CMS). The CMS includes data import and statement batch printing features in addition to general site editing. It is also integrated with a single sign-on system (SSO) and provides in-depth reporting tools for site analytics.

Leading in large organizations

Our client relies on us to work with stakeholders from their marketing and IT teams as well as engaging directly with their customers. We provide technology recommendations, systems architecture and security consulting, and software development services. We also collaborate with our client’s off-shore partners and in-house technical staff.

Years of financial services experience

This long-term partnership has contributed to our deep financial services industry expertise. We intimately understand the needs of the sales, marketing, IT, and compliance groups in the financial services space.

Security and compliance

Information Security is of the utmost importance for our team at all times. We follow client compliance framework requirements and complement and support with development best practices. We have worked in various frameworks, including ISO 27001, SOC2, and PCI DSS as examples.