By UniMity Solutions Pvt Limited on

About the Organization
A Financial Services organization that is a leading RIA (Registered Investment Advisor) insurance network that brings low-cost, commission-free insurance solutions from a variety of U.S.’s top carriers to RIA practices.  Their mission is to create a marketplace of insurance products that enables RIAs to incorporate insurance into their practice, to more holistically serve their clients. Clients benefit from products with improved pricing and fiduciary implementation of products rather than a commissioned, sales-driven one.

Business objectives 
The key objective of the Digital Platform is to showcase Insurance and other Financial Solutions offered by the organization. 
Below are the objectives of the platform

  1. Showcases products and solutions offered & provision for paid content
  2. Deliver an experience that is contemporary & mobile-friendly 
  3. Implement secure calculator tools for users
  4. Provision for content marketing support
  5. Provision to publish content with minimal intervention from IT
     
Visit unimitysolutions.com/casestudies →
Leading Financial Services Banner
Why Drupal was chosen: 

The client had an earlier replica of the website was developed in Joomla. The client came specifically looking for Drupal for the below reasons:

  • Flexible content architecture tools to build content types, metadata and relationships 
  • Easy to use Content creation interfaces 
  • Secure workflow
  • Secure authentication and access control to support paid content
  • Accessibility Compliance - need to adhere to WCAG AA compliance
  • Drupal’s stringent Security review team
  • Clear roadmap of release cycles 
     
Describe the project (goals, requirements and outcome): 

The entire project is being carried out in Phases. 

  • Phase 1 - Refactor the existing Joomla website functionality to Drupal 8
  • Phase 2 - Additional enhancements

The Key activities undertaken include:

  • PSD to HTML / CSS Conversion 
  • UI Theme Integration with Drupal 8 (Responsive Design)
  • Creating CMS content architecture
  • External Integration 
  • Financial Calculators development in core PHP &  Integration to Drupal

Requirements

  1. Audiences mapped to content that they can consume
  2. Anonymous - Ability to view all the general content based on life insurance and annuity products.
  3. Registered Investment Advisors (RIAs) - Ability to view all the general and register content on based life insurance and annuity products
  4. Member [Paid Role] - Ability to view all the general, registered and premium content on based life insurance and annuity products 

Key Features

  1. Ability to register for free to gain access to additional content and tools as RIAs
  2. Ability to convert Users to a Paid Member which provide access to premium content and enhanced financial tool  - this was a back office function 
  3. [Note - Payment process was handled outside on the website]
  4. Provide a suite of tools and calculator that provides best matches to relevant insurance products
  5. Serve content access to different Advisors based upon their eligibility as Anonymous User, Free Registered Advisor & Paid Member
  6. Ability to find content through keyword search
  7. Integrate registration and membership data with Salesforce 
  8. Integrate with the Pardot & Salesforce for user profiling at the time of registration
  9. Content marketing tools included a separate section for capturing articles, case studies, videos, webinars and white papers.
  10. Provide with rich editorial features

Outcomes

  • Smoother User Journey s improving overall UX
  • Detailed scenario think-throughs 
    • e.g. non-registered users could use certain open sections of the site, find them useful, move up the value chain and sign up as members
  • Seamless integration of content management and user management systems.
  • Secured website supporting multiple audiences at different stages of value chain like Registered Users, Premium Users. 
     

Technical specifications

Drupal version: 
Drupal 8.x
Why these modules/theme/distribution were chosen: 

Acquia Drupal 8 Distribution Lightning was used to implement the platform. The Lightning distribution brought Enterprise ready media support, 

Drupal theme was implemented from scratch using Emulsify tool. Emulsify is an open-source tool for Drupal theming, prototyping, and style guide management. Emulsify lets teams build websites faster while reducing the cost and complexity of maintenance for years to come by implementing Component-Driven Development.

Drupal Modules used assist towards managing permissions & access control, editor tools, support for integrations, improving site speed and improving security.

Permissions & access control 

  • Permission by terms  - this module assisted in restricting access to nodes and taxonomy terms via user to term relations.
  • Menu Per Role - this module assisted in restricting access to menus based on roles.

Editor tools

  • Panelizer - this module allows you to attach Panels to any node in the system. Panelizer fully supports the IPE (In Place Editor) meaning that panelized nodes can enable the alternative directly editable panel.
  • Dropzonejs - this module is an open source library that provides drag’n’drop file uploads with image previews.
  • Crop APi - this module provides basic API for image cropping. Users should pick one of UI modules that utilize this API.
  • Media library - this module enhances the media list with additional features to more easily find and use existing media items.
  • Workflows - This module enables you to create arbitrary Workflows, and assign them to Entities. Workflows are made up of workflow states. Transitions between states can be allowed per role.

Support for integrations

  • Pardot Integration - this assisted in integrating the registration flow, Login flow, contact flow, subscriber flow to integrate with Paradot. Information flow was from Drupal website to Pardot and Salesforce.

Improving site speed

  • Blazy module helped with optimization of the Website by employing the Lazy Loading of images and multi-serves the images.
  • Slick slider module provided for a performance oriented solution for slideshows and carousels.
  • Internal Dynamic Page Cache & Internal Page Cache - Caches pages for authenticated & anonymous users. Use when an external page cache is not available.
  • REDIS - integrated with backend REDIS Cache
     
Organizations involved: 
UniMity Solutions Pvt Limited
Team members: 
Gnanagowthaman sankar
Priyadarshini Govinthan
Pradeep Vpsamy
arunkasinathan
abinayaa.k
Sectors: 
Banking and Financial