Case Study: Perpetual achieves global scalability and collaboration with Optimizely

Perpetual's journey with Optimizely: Scaling globally, embracing data & breaking silos

Perpetual, a global financial services company, needed a way to scale its digital presence across regions while overcoming siloed teams, time-zone challenges, and data privacy requirements in a regulated environment. Using Optimizely’s Content Management System, Perpetual sought a shared platform to support growth, collaboration, and operational efficiency.

Optimizely helped Perpetual consolidate websites onto a single CMS, improving global collaboration across Australia, the UK, and the US while preserving brand autonomy. The solution supported scalable, cost-efficient expansion, easier onboarding of smaller brands, reduced dependence on legacy technology, and stronger regulatory compliance.

Perpetual

Martin Whelan

Head of Marketing & Brand