7Im Case Study Hero

Case study


New Umbraco Premium website for financial advisers with an engaging user experience


7IM is an investment management business that helps financial advisers and individuals manage their capital to meet their financial needs. They were looking for a new website that could raise awareness of their new products and services, and align these initiatives with a refreshed look and feel that was coherent across the key offerings and distribution channels. 7IM was running on a Sitecore solution that they wanted to upgrade for the new website. However, based on Novicell’s recommendations, they choose Umbraco with Novicell’s Umbraco Premium on top which provided the right functionality for an engaging user experience, as well as being a huge time saver, and great value for money in terms of functionality. Unfold the full story 👇

Skills used

  • Branding
  • Content Creation
  • Design
  • Digital Strategy
  • SEO


  • Finance

Partner doing the case

✅ engaging user experience      ✅ huge time saver      ✅ great value for money

From Sitecore to Umbraco 🚀

7IM had been running on the closed-source CMS, Sitecore, for years and initially wanted to continue with an upgraded version. After a scoping workshop, it was clear that Umbraco met all needs and wishes 7IM had for their new site. 7IM, therefore, decided to re-platform from Sitecore to Umbraco with Novicell’s Premium solution on top.

With Premium’s preconfigured modules, 7IM was able to quickly merge the different websites and add brand new areas which have reduced the amount of time spent on developing the website as well as the total costs. Furthermore, the process of uploading and managing content for 7IM’s content team has become much easier and faster.

Pngedited7im Case Study Assets

''We are really impressed with the Umbraco Premium platform. It is so easy to navigate and use as a content editor compared to our old CMS, and because of the easy uploading process, even people outside the editorial team can now add content if needed. We are really happy with the design and style – the nature of how the modules sit and look. It is so much better than our old website.''

Ben Kingwell, Website Content Associate, 7IM

Edited7im Case Study Assets 2

Umbraco Premium: cost-effective and simple backend

New content and interactive tools

The revamped website has a lot more content to help advisers and clients understand how 7IM’s services and processes work. Novicell has supported 7IM with the content process by, among other things, reviewing the content regarding navigation and structure, and recommending which content should be migrated. 

SEO – helping 7IM be seen in all the right places

The SEO review is important for generating traffic and improving conversions. By reviewing the structure of the content and the content itself, Novicell helps the pages rank higher so they can earn more relevant traffic from search engines. 

Retirement Income Calculator 

One of the new features is the Retirement Income Calculator for financial advisers. Based on the information that the adviser fills in, the calculator produces a report that they can show to existing or prospective clients.

This works as an engagement driver to the website and 7IM’s business channels and is an important conversation starter for financial advisers.

V2edited7im Case Study Assets 3

Fantastic results, phenomenal feedback 🎉

''The aim was to deliver an unrivaled experience through our new and revamped website. Based on the phenomenal feedback we have gotten from clients, stakeholders, and many more, we believe we have succeeded. The website has a great-looking design and is easy to navigate and at the same time very intuitive for our digital team to use.''

Kieran Cardozo-Smith, Digital Product Manager, 7IM

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