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Case Study: Canada Life

A new website for leading UK provider of savings and pension funds

Canada_Life_logo

Canada Life International Assurance Ireland (CLIAI) is an international life assurance company and is part of the Canada Life International group of companies. They provide quality investment solutions with the aim of making investment and tax planning easier and more accessible for UK, Channel Islands and Isle of Man resident investors.

Location

United Kingdom

Sector

Financial services

Service

Websites & ecommerce

Background

Over 2015 and 2016 UP Digital started working with the international financier on a number of projects and after launching a suite of microsites in 2015, and after a competitive pitch, we were awarded the task of rebuilding the main UK website.

 

The brief

What we needed to achieve:

  • More satisfying experience for current & potential clients, finding the information they need
  • A responsive site that works on all devices (Phone, Tablet and Desktop)
  • An element of intelligence within the website with dynamic content being served to specific user types
  • Higher conversion of leads from new prospects
  • Easier and more cost effective management and development of the site
  • Smarter tools for managing customer relationships
  • More authority and respect in the industry via a modern and powerful online brand
  • Decluttering the mixed website structure of Canada Life

The solution

Other elements and API integrations that had to to be scoped and delivered:

  • Bespoke/tailored content dependant on user type and interests
  • Comprehensive document library including categorisation and usability
  • Print on demand/Integration of PDFs into the site (Multiple levels of functionality)
  • Salesforce bi-directional API integration
  • Dot Approve integration
  • SEO checker integration
  • Cultiv Search Engine Sitemap integration
  • Cultiv Dynamic Robots integration or Robots editor
  • URL tracker integration
  • ImageGen integration
  • Umbraco Forms integration with Salesforce
  • Courier integration
  • Social media integration
canadalife-website-layout

The result

UP Digital delivered a new website and financial planning tools such as a budget and income calculator.

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