Case Study Liontrust
Financial services digital experiences are often generic and compliance-heavy. Liontrust wanted something better — a premium, personalised investor experience built to compete.
Financial services digital experiences are often generic and compliance-heavy. Liontrust wanted something better — a premium, personalised investor experience built to compete.
Liontrust, a leading specialist investment manager, partnered with us to transform digital into a competitive advantage and reinforce its challenger position in a conservative, heavily regulated industry, reimagining how investors discover the brand, engage with its funds and act on insight.
Liontrust set out to redefine its digital presence to better reflect the strength of its brand and the high-touch relationships it had built with investors offline. To do this, the brand needed to evolve beyond a legacy architecture and overcome disconnected journeys and compliance complexity in a sector where digital experiences often feel generic and transactional. The ambition was clear: build a flexible, composable, cloud‑first ecosystem that accelerates innovation, enhances investor engagement, simplifies operations and supports confident global expansion.
Our new digital foundation is built around atomic design principles within a headless architecture, enabling marketing teams to create structured, story-led content faster and elevate Liontrust’s deep investment thinking through premium, purposeful experiences.
Sitecore Search now powers dynamic content discovery, surfacing personalised insights, fund updates and commentaries using AI and behavioural signals. Sitecore Personalize balances creativity and compliance, shaping investor journeys based on investor type and jurisdiction.
With Sitecore Connect and Salesforce CRM, two-way data flows support personalisation at scale, while Sitecore AI’s multilingual capabilities enable tailored global expansion without added complexity.
“We selected Remarkable because they understood our vision for how the website and digital strategy can play a key role in enhancing the service we provide our clients and helping the company to continue our growth over the next few years.”
Simon Hildrey, Chief Marketing Officer
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