Case Study: Global Investment Management Firm achieves 90% increase in web operations productivity with Crownpeak

A Crownpeak Case Study

Preview of the Global Investment Management Firm Case Study

Global Investment Management Firm - Customer Case Study

This 200‑year‑old Fortune 500 custody bank and investment manager — operating in 100 markets across 35 countries with $29T in assets in custody and $1.6T AUM — needed to modernize its global digital strategy. Its sites suffered from poor, non‑personalized mobile experiences, inconsistent branding across regions, difficult publishing and governance, and a lack of analytics, so marketing relied heavily on IT and external partners to deliver and manage digital experiences.

The firm selected CrownPeak’s enterprise DXM cloud platform to deliver a single, centrally governed but locally customizable CMS, reusable site framework and dedicated infrastructure with key integrations (Marketo, Adobe Analytics, Vidyard, etc.). In 90 days from final design it launched a new corporate site, migrated 25,000 assets, and rolled out sites across 20 countries and 7 languages; the program supported investor portals and parallel regional projects while enforcing brand and compliance. Results included a 90% increase in web operations productivity, 74% more content consumption, 24% higher unique visitors and lead conversions, a 75% rise in brand awareness, and ~90% reductions in DXM and IT operating costs.


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