Case Study: Leading Pension Fund achieves 95% more monthly logins with Sitecore

Leading pension fund leverages Sitecore-powered personalization to engage young investors

Leading Pension Fund needed a better way to engage young investors and improve awareness around pensions, especially as low consumer understanding, confusing regulations, and market uncertainty made communication harder. To support its rebrand and shift toward digital member engagement, it turned to Sitecore-powered website personalization using Sitecore XP and XM.

Working with a local Sitecore partner, Leading Pension Fund built a centralized digital marketing platform with segmented, personalized content across its website, newsletters, statements, and emails. Sitecore helped deliver highly targeted experiences, resulting in 95% more monthly logins, over 50% more self-service transactions, and personalized experiences for 90% of members, while overall engagement rose 50%.