Stephens, Inc.

The Challenge

Seeking a Web CMS

When our longtime client Stephens Inc., needed a new web content management system (CMS), they asked us to find the most suitable platform. The organization needed a flexible, easy-to-use system that would allow editors from any business unit to update content quickly, submit it for compliance approval, and schedule publishing to meet federal requirements.

The Solution

A New, Better Platform

We evaluated four systems and recommended Optimizely as the right match for Stephens' technical and pricing requirements. Our developers partnered with Stephens' creative agency of record to implement their designs in mobile-responsive Optimizely templates with multiple levels of approval workflow. We integrated Optimizely with a third-party investment research tool to provide a sortable, searchable interface for clients to find data that would otherwise be hidden in PDFs. We also trained Stephens staff in content editor and approver roles.


Internal Productivity on the Rise

Stephens staff find it easy to work in Optimizely’s intuitive interface, and the marketing department has enjoyed a reduced workload that frees them to plan further website enhancements.

Whether you have a specific project in mind or are still exploring your options, we're here to help.