Pension Buddy
Streamining Pension Advice through a new Optimizely solution
Streamining Pension Advice through a new Optimizely solution
Just Group PLC is one of the UK’s leading providers of financial solutions, specialising in retirement income products and services to individual and corporate clients. We have had the pleasure of being a multi brand, long-term development and marketing partner of Just Group PLC and also support them on new financial wellness market initiatives. On this project, Just Group PLC looked to us to work on their brand, Pension Buddy.
Pensions and the process of finding the most suitable plan can be complicated. Just Group PLC wanted to launch a new offering for Pension Buddy that would contain a range of valuable content, tools and other information to educate and engage staff, intermediaries and end customers about pensions.
Just Group PLC approached us to bring this idea to life within challenging time-frames, harnessing the potential of the Optimizely Platform.
Our team collaborated with Just Group PLC’s key project stakeholders to identify the key objectives for the new platform. They were:
Working with the team at Just Group PLC, we developed the pension support platform under the brand name, ‘Pension Buddy’ and delivered a sophisticated solution on Optimizely DXP.
Collaboration with the design team happened in the early stages to ensure that the end product would match the quality of the architecture and deliver the best results. To facilitate the required responsive designs, we made the decision to build the solution using Bootstrap, which was highly effective.
For the build we used the latest version of Optimizely CMS to give the platform top-level security, performance and functional capabilities such as Optimizely Forms (which we used in the Learning Plan Wizard), Optimizely Search and Navigation.
Typical of any of this type of project, we carry out a thorough testing process with our dedicated QA team that carries out unit and integration testing, and robust functionality testing. For deployment we used the Optimizely deployment portal to enable single click deployments. Once our team is satisfied with the solution, we then hand over for client UAT with full 1-2-1 coaching on user best-practices and client admin.
Just Group PLC have big digital ambitions both in D2C and B2B and we’re excited to be continuing the journey with them to achieve their goals. Our team of experts will provide ongoing support and complete further enhancements to constantly evaluate their digital performance and customer user experience.
Just Group PLC are keen to deliver premium experiences for their customers and we’re passionate about helping them maximise their digital investment by getting the most from Optimizely. We are working next on capitalising on some new Optimizely features that’ll improve UX and revenue opportunities.