Case Study: Stephens, Inc. streamlines CMS content management with Lokion and Optimizely

Stephens, Inc. streamlines CMS workflows with Lokion and cuts marketing workload

The customer, Stephens, Inc., faced the challenge of needing a new web content management system (CMS) that was flexible and easy to use, allowing editors across the business to quickly update content while meeting strict federal compliance and approval workflows. The vendor, Lokion, was engaged to find the most suitable platform to address these technical and operational requirements.

Lokion evaluated several systems and recommended the Optimizely platform as the ideal solution. They implemented mobile-responsive templates with multi-level approval workflows, integrated a third-party investment research tool, and provided staff training. As a result, Stephens' staff found the system intuitive and easy to use, and the marketing department experienced a reduced workload, freeing them to plan further website enhancements. Lokion successfully delivered a solution that improved internal productivity.

Stephens, Inc