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Canada Life

Future-Proof Website Redesign for Flourishing Financial Services Ecosystem

Deliverables:

CMS Backoffice Rebuild & Redesign • Third-Party Integrations • AI-Powered Search • Content Migration • 

Canada Life came to Cogworks for a more flexible, scalable website platform for their multi-faceted organisation.

Cogworks partnered with Canada Life to redesign and rebuild the website on Umbraco CMS, delivering a flexible, block-based solution that met the organisation's needs for editorial freedom, consistency across multiple brands, and smooth legal operations.

The Knock-on Effect of a Restrictive Backoffice

  • Limited Editorial Flexibility: Canada Life's existing instance of Umbraco made it difficult for editors to update and customise content without external help.

  • Brand Consistency Concerns: Increased editorial freedom required strict adherence to brand guidelines.

  • Regulatory Compliance: Canada Life needed a workflow to ensure content met legal requirements.

  • Content Organisation: A key priority was efficiently delivering relevant content through categorisation and automation.

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Empowering Multi-Brand Continuity, Creativity and Confidence with Umbraco

What we did:

Cogworks worked closely with Canada Life to deliver a modern, flexible platform built on Umbraco CMS, integrating third-party systems to enhance functionality.

Block-Based Content Management: Cogworks developed a block-based architecture using Umbraco’s Grid Editor. The system allowed editors to create and customise pages while maintaining brand consistency, allowing them to design without compromising the site’s visual identity.

Compliance Workflow and Third-Party Integrations: We implemented an automated compliance workflow, ensuring legal teams reviewed and approved all content before publication. Third-party integrations enabled seamless content management, reducing delays and manual oversight.

AI-Powered Search and Categorisation: An advanced search and categorisation system was developed to deliver personalised content based on user behaviour. This allowed users to quickly find relevant financial services and products, enhancing customer engagement.

User-Friendly Backoffice: The intuitive Umbraco backoffice enabled editors to easily manage content through drag-and-drop features and previews, ensuring a responsive, visually consistent site across all devices.

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Cogworks has transformed how we manage our digital content. Their solution has given us the flexibility we needed while ensuring we remain fully compliant and on-brand. The process was seamless, and the results have exceeded our expectations

Anthony Letcher • Former Head of Digital Marketing • Canada Life

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Future-Ready, Scalable Solutions for a Growing Financial Services Brand

The redesigned Canada Life website delivered a powerful, flexible platform that empowered the editorial team while ensuring regulatory compliance and brand alignment.

Key outcomes:

  • Enhanced Editorial Control: Editors gained control over content, reducing dependency on external support.

  • Streamlined Compliance: Automated workflows ensured legal teams reviewed and approved content, mitigating risks.

  • Improved User Experience: Personalised, relevant content automatically surfaced through advanced categorisation and search features.

  • Scalability and Flexibility: Canada Life's block-based system allowed it to adapt and grow its site as business needs evolved.

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Balancing Compliance and Freedom with Umbraco CMS

Cogworks’ partnership with Canada Life resulted in a dynamic, flexible website built on Umbraco CMS that balanced editorial freedom with the regulatory and branding needs of a major financial services provider.

By delivering a block-based solution with advanced compliance workflows and personalised content delivery, Cogworks empowered Canada Life to manage its digital presence independently while ensuring the site remains scalable and future-proof.

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