CI Financial

CI Financial – WealthNet Portal

OVERVIEW

CI Financial’s acquisition efforts on over two dozen companies led to the need for a centralized hub to integrate and onboard new members in the US and Canada. Digital On Six assisted with the creation of an internal communications portal using AEM Cloud Services.

PROBLEM

In a short 4-month period, deliver a company-branded internal portal including AEM architecture setup and all necessary components required from start to finish. Requirements for the internal portal must have multi-sharing functionalities as well as include a company bulletin board, secure document sharing, and a design that accounts for portal growth

Working together with DO6, they were thorough and on top of things. They understood the requirements immediately, were quick to respond and accommodate, and just delivered. We love the designs.

- William Sengsiry, Director CI Financial

Our Solution

Custom design and branding

Custom dashboard, bulletin, employee profiles, and search portal adhering to CI Financial’s brand standards and style guide.
Secure document management

Upload, download, preview, share, delete, comment, tag, rename documents and asset search functionality.
API integration with OKTA

React’s customizability and flexibility for secure authentication and access control as well as helping complete the development quicker and easier.