---
title: "Sitecore implementation and advisor search for a global financial services provider"
description: "TechGuilds delivered a full Sitecore implementation for Foresters Financial, including Coveo-powered advisor search, EXM email migration, and Helix architecture for 3M+ members across three markets."
canonical: "https://www.techguilds.com/case-studies/foresters-financial-sitecore-digital-experience/"
type: "CaseStudy"
publishedAt: "2026-05-11T20:26:05Z"
updatedAt: "2026-09-09T04:22:06Z"
source: "https://www.techguilds.com/llms.txt"
---

# Sitecore implementation and advisor search for a global financial services provider

**Client:** Foresters Financial

**Industry:** Financial Services

**Services:** Implement

**Platforms:** Sitecore

**Outcome:** Sitecore implementation, Coveo-powered advisor search, and EXM migration for a global financial services provider.

Coveo Cloud Enterprise, EXM, and Helix architecture for Foresters Financial

Foresters Financial is an international financial services provider established in 1874, offering life insurance, savings, retirement, and investment solutions to more than three million members across Canada, the United States, and the United Kingdom. They selected Sitecore as their web content management platform and brought TechGuilds in to deliver the implementation.

## By the numbers

- **3M+** — Members served globally
- **150+** — Years in operation
- **3** — Markets (CA, US, UK)

## Challenge

Foresters needed to modernize their digital infrastructure to support personalized customer experiences at scale. Their content team lacked the tools and training to fully leverage Sitecore, and customers had limited self-serve access to fund and insurance information. Finding an advisor — a critical conversion action — was friction-heavy and unsophisticated.

## Approach

### \1. Coveo-powered advisor search

Built a customized "Find an Advisor" tool using Coveo Cloud Enterprise, enabling searches by advisor name, postal code, and relevant facets. Customers can now locate the right advisor with significantly less friction.

### \2. Sitecore Email Experience Manager

Migrated Foresters from Outlook-based email communications to EXM for fully personalized campaigns. Delivered modular, branded email templates with flexible landing page functionality — and team training so Foresters could own the tooling long-term.

### \3. Helix architecture and personalization

Applied Helix best practices throughout to create a modular, component-based architecture. Built a custom Sitecore rules framework enabling personalized experiences driven by customer behaviour and profile data.

## Results

- Self-serve fund and insurance information now accessible without advisor contact.
- Advisor lead volume increased through improved search and discovery.
- Content author and marketer productivity materially improved.
- Personalization infrastructure in place via the Sitecore Rules Engine.
- Foresters team independently confident on the platform post-handover.

[Image: Foresters Financial's site on a tablet, led by a yellow scholarship announcement above insurance product cards]

[Image: The Foresters Financial site on a phone, showing the scholarship announcement above an "Explore life insurance with a larger purpose" section]