Investment Planning Counsel
Investment Planning Counsel (IPC) is a Canadian wealth management company, with over $24 Billion of investment assets under administration and over 900 advisors across the country.
5
Months Implementation
1200+
Users
99%
Adoption Rate
Solutions Used
Project Management
Liferay Training
Application Management
Challenge
Building a Risk Management Portal.
Investment Planning Counsel’s intranet was out of date and inefficient. Employees could not efficiently access the content they needed, and Advisors could not easily access forms and documents that were used often. The previous portal was difficult to navigate and not intuitive, being described as confusing, inefficient, and not search friendly. Overall, they were lacking a place online to communicate with advisors and store important documents.
Solution
Thinking inside and outside the box
Investment Planning Counsel was looking for a partner with experience in building public facing websites, advisor sites and intranet solutions. Veriday is a proven Liferay partner and Liferay is a strong platform for Intranet sites. Veriday also has a strong experience in the financial services industry, so this was a perfect fit for IPC.
Veriday used an Agile interactive approach to development for this project to achieve those goals, delivering work in small, but consumable, increments. Requirements, plans, and results were evaluated continuously so our team had a natural mechanism to respond to change quickly.
Result
Long-term success
This new portal consolidated numerous websites to provide a unified online presence. As a result of upgrading to The Hub, the Investment Planning Counsel saw significant results:
• Reduced clutter by 70% creating a centralized place for organized content
• Unified platform for intranet and external websites enabling sharing of content and documents
• Educational tools are now in one centralized location
• With robust reporting capabilities stakeholders can now make timely and accurate decisions, including monitoring content that is most often accessed.
We received overwhelming positive feedback on launch from the team at IPC. The results from this project reflect IPC’s goals for an improved and more efficient workflow for their Intranet solution. Veriday’s proven experience with intranet solutions and the financial services industry once again results in a happy client with a much improved product.
