The new Oppenheimer website, engineered for performance
A modern Kentico SaaS platform was established to power Oppenheimer’s digital presence, while nearly 3,000 pages were migrated into a more structured and governed ecosystem with Sagepath Reply’s support.
#Website Architecture
#Omnichannel Engagement
#Kentico SaaS
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The challenge
To streamline and scale Oppenheimer’s complex digital ecosystem by restructuring nearly 3,000 pages into a more agile, well-governed website.
SCENARIO
Scaling digital in a regulated financial environment
As a leading full-service investment firm, Oppenheimer operates in a highly competitive and tightly regulated financial services environment, where credibility, clarity, and timely communication are essential. Its website serves diverse audiences - including financial advisors, branch offices, institutional clients, individual investors, and media - requiring tailored content and strict governance standards.
Over time, the platform had grown to nearly 3,000 pages, encompassing advisor profiles, branch information, and news content. This scale introduced operational complexity, making updates time-consuming and limiting marketing agility. At the same time, rising expectations for seamless digital experiences and omnichannel engagement increased pressure to modernize the underlying architecture while maintaining control, compliance, and performance.
THE SOLUTION
Building the new platform on Xperience by Kentico SaaS
Sagepath Reply supported Oppenheimer in establishing a scalable digital foundation built on Xperience by Kentico SaaS, designed to bring structure, flexibility, and long-term sustainability to its extensive online presence. Rather than treating the initiative as a simple platform replacement, the approach focused on redefining how content would be governed, managed, and delivered at scale. The solution introduced a unified architecture capable of supporting nearly 3,000 pages across advisors, branches, premium group sites, and media content, while maintaining clarity and consistency in a highly regulated environment.
Kentico’s hybrid headless capabilities provided the flexibility to enable multichannel readiness without compromising centralized control. By aligning platform capabilities with business objectives, Sagepath Reply helped Oppenheimer move toward a more efficient operating model – one that strengthens digital performance, enhances marketing responsiveness, and supports future growth without increasing complexity.
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HOW WE DID IT
Operationalizing the new digital framework
The implementation followed a structured roadmap to translate the new architecture into a fully configured Xperience by Kentico SaaS environment, ensuring scalability, governance, and operational stability.
Key execution steps included:
Auditing and mapping 2,961 existing pages to a newly defined content and template structure, including scripting over the premium group sites.
Building custom page types, structured content fields, and reusable components within Kentico SaaS.
Standardizing advisor and branch page templates to ensure consistent data presentation and simplified maintenance.
Implementing taxonomy structures, URL strategy, and navigation hierarchies aligned with SEO and user journey requirements.
Executing automated content imports followed by structured QA validation to verify accuracy and compliance.
Configuring role-based permissions, workflows, and approval processes to strengthen governance controls.
Sagepath Reply led and coordinated testing cycles to ensure performance, security, and a seamless go-live transition.
THE RESULTS
Cost savings and engagement growth
2,961
Pages consolidated and restructured
$175K+
Annual licensing
cost savings
35%+
Reduction in dev. hours annually
43%
Increase in
website traffic
65%
Increase in average
session duration
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients since 1881 — using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.
Sagepath Reply is an AI-native digital experience consultancy that helps enterprises design, build, and optimize digital solutions that deliver real business impact. With expertise in strategy, design, technology, and analytics, the firm partners with clients to drive measurable growth through data-driven digital experiences.