Oppenheimer & Co. Inc.
The Marketing Speed To Lead

The website redesign and CMS implementation establishes a thought leadership destination that uniquely positions Oppenheimer as a global leader in investment banking.


Oppenheimer tasked Sagepath with creating a new look and feel that better reflected the public’s perception and expectations for a company known as an innovator and leading online destination in the financial industry.



Using Crownpeak's enterprise CMS platform, Sagepath created a clean and modern redesign to differentiate Oppenheimer from its competitors, and provide a modular and scalable templating system for its network of financial advisors and branches to personalize their individual websites.


Sagepath created a clean and modern design that showcased Oppenheimer's thought leadership content, served-up personalized information and resources based upon newly defined audience segments, and streamlined getting in contact with a financial advisor.

The Results

The redesigned website has boosted site traffic, engagement and lead generation for financial advisors, as well as helped Oppenheimer recruit new talent and prospective financial advisors.


increase in users

website traffic

increase in overall submissions

lead generation

increase in average session duration

website sessions
Designed for Growth

The Oppenheimer website includes personalized web pages for over 1,000 financial advisors and 90 branch offices. These profiles are updated with the advisors' latest FINRA and RegEd data, while being optimized for SEO on a local advisor level. To maintain consistency across the board for such a large number of advisors, components of the site follow a consistent brand style guide that is easily managed within the CMS.

Expertise Made Accessible

For availability to the largest number of clients and advisors, the site is designed for ease-of-use on mobile devices. We also leveraged Crownpeak’s Evidon and Universal Consent Platform to ensure the site is General Data Protection Regulation (GDPR) and Americans with Disability Act (ADA) compliant.

A Firm Foundation For Lead Generation

The Oppenheimer website serves as the foundation for lead generation for prospective clients seeking financial, estate and retirement planning. The site also drives prospective retail investors to connect with Oppenheimer branch offices and financial advisors near them.

Let's Talk Crownpeak

If time to value is critical to your organization, Sagepath has the Crownpeak expertise to implement a solution for you. Contact us today to talk more about your CMS needs.