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Foresters Financial

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

Foresters Financial project
Foresters Financial lifestyle

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.

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

01

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.

02

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.

03

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.

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