Foresters Financial™

Case Study | Financial
Foresters Financial™Foresters Financial
Screenshot from Foresters' website

Foresters Financial™ is an international financial services provider with a unique history that began in 1874. Having started out providing access to life insurance for average working families, Foresters, additionally offers savings, retirement and investment solutions to their diverse customer base.

Throughout their 140+ year history, Foresters has helped families achieve long-term financial health and security and have been pioneers in the insurance landscape. One of our first leaders, Dr. Oronhyatekha, was one of Canada’s first Native doctors to include western medicine in his practice. A man ahead of his time, Dr. Oronhyatekha championed the rights of women, children and minorities. He also insisted on admitting women as full members of the organization and providing benefits to the orphans of Foresters members.

In keeping with the pioneer spirit, Foresters has chosen Sitecore as their web content management platform to better serve and engage with their more than three million clients and members in Canada, the United States and the United Kingdom. They have chosen TechGuilds as their implementation partner based on their common foundation of experience, expertise and reliability.

Desired Outcomes

  1. Create custom Sitecore rules to empower marketers/content managers create engaging personalised experience for Foresters’ customers.
  2. Use Helix best practices to create a highly modularised, component-based website architecture.
  3. Empower user Fund searches using Coveo Cloud Enterprise for smart (Reveal) intelligent search recommendations
  4. Strengthen marketers and content managers abilities in order to maximize Sitecore ROI


TechGuilds is engaged in several projects ranging from website improvements to new website/microsite builds along with Training, Support, Email Marketing and Search Engine Optimisation.

Using Coveo we’ve implemented a customised “Find an Advisor” tool for website visitors who can search by name, postal code and other relevant facets.

Sitecore Email Experience Manager (EXM)

TechGuilds is helping Foresters move from Outlook to Sitecore’s EXM tool to deliver highly customised and engaging email marketing campaigns. Our EXM training was well-received and ignited genuine excitement in using more of Sitecore’s integrated analytics and personalisation features. TechGuilds has empowered Foresters’ marketers by creating a modular, branded E-mail messages and along with a flexible landing page template that allows content authors to add forms using Web Forms for Marketers.

Ongoing Sitecore Support

The success of our engagement has opened the door for TechGuilds to provide expert level support for Foresters and provide them with self-serve access to our knowledge-base reducing the IT overhead and costs associated with providing support.


The TechGuilds team has so far been able to help Foresters in the following ways:

  1. An overall improvement in self-confidence using Sitecore
  2. More self-serve options for website visitors wanting to learn more about funds and insurance options
  3. More leads for advisors and greater insight into customer buying patterns and the sales cycle
  4. Robust website infrastructure built on Helix principles that leverages Sitecore powerful Rules Engine
  5. Improved productivity among content authors and marketers

Ready to start a success story?