Oppenheimer

When Sagepath Reply partnered with Oppenheimer, the firm's digital presence had grown considerably over time. Their website had expanded to nearly 3,000 pages covering advisor profiles, branch office information, and news content, and the scale of that growth had introduced real operational strain. Updates had become time-consuming, marketing responsiveness was limited, and the underlying architecture was struggling to keep pace with the firm's needs. 

As a leading full-service investment firm, Oppenheimer's website serves a wide range of audiences, including financial advisors, institutional clients, individual investors, branch offices, and media. This variety requires tailored content delivery, strict governance standards, and a high standard of credibility at every touchpoint. 

The site needed to: 

• Support nearly 3,000 pages across diverse content types without increasing complexity 

• Meet compliance and governance requirements appropriate to a regulated financial environment 

• Deliver consistent digital experiences across multiple audience segments 

• Reduce the operational overhead that had accumulated as the platform scaled 

Sagepath Reply supported Oppenheimer in building a new digital foundation on Xperience by Kentico, with SaaS, treating the project as an opportunity to rethink how content would be structured. 

The solution introduced a unified architecture capable of supporting the full scope of Oppenheimer's online presence, spanning advisor and branch sites, premium group content, and media; while maintaining the capabilities that give the team multichannel flexibility with centralized management. The platform's structure built to closely align with Oppenheimer's business objectives to support a more efficient operating model going forward. 

Key elements of the solution included: 

• Establishing a scalable content architecture to support nearly 3,000 pages across multiple site types 

• Implementing governance controls suited to a regulated financial services environment 

• Hybrid headless capabilities to enable omnichannel delivery, maintained with centralized content management 

• Structuring for long-term sustainability and continued marketing agility 

Sagepath Reply led and coordinated testing cycles throughout the process to maintain performance, security, and a stable go-live transition. 

Xperience by Kentico offered Oppenheimer the architectural freedom they needed to restructure how their content is managed and delivered across a global, multi-audience website, without adding any operational complexity. 

Key platform capabilities from Xperience by Kentico that made a difference included: 

• Hybrid headless architecture for multichannel content delivery with centralized control 

• Governance and permissions tools suited to compliance-sensitive environments 

• Scalable content structure capable of supporting thousands of pages across distinct site types 

• A SaaS deployment model designed to reduce infrastructure overhead and support long-term sustainability 

The platform migration delivered measurable improvements across content operations, cost efficiency, and audience engagement. 

• 2,961 pages consolidated and restructured 

• $175K+ in annual licensing cost savings 

• 35%+ reduction in developer hours annually 

• 43% increase in website traffic 

• 65% increase in average session duration 

With a scalable foundation in place, Oppenheimer's marketing team now has the tools and flexibility to keep improving without the constraints that previously slowed them down. The focus going forward is on deeper personalization, stronger omnichannel delivery, and getting more value from the data the platform now makes accessible.