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Financial Advisor Intranet and Content Operations Portal
Business challenge
A large financial-services institution needed an accessible intranet that could help non-technical teams maintain content and surface urgent internal work reliably.
What SoloSoft delivered
SoloSoft implemented the portal model, templates, alerts, and extensible content capabilities documented below, keeping the focus on advisor operations rather than a dated technology stack.
Documented project detail
Original project record
Customer
Our client was one of the largest financial services institutions in the United States. The company provides a range of investment management and other financial products and services and has more than 5 million customers in the United States and over 10 other countries.
Solution
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Easy-to-use content update model for non-technical user using a number of predefined templates.
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Email alert system notifying company employees of high priority tasks.
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Scalable content management system to easily accommodate future changes/additions