Empowering a Financial MNC with Streamlined Content Management

Empowering a Financial MNC with Streamlined Content Management

Financial Services

Technology Used:

  • Microsoft SharePoint 2016
  • SharePoint Provider hosted apps
  • Visual Studio 2017
  • Agile Point Workflows
  • SharePoint Designer 2013


A leading Chicago-based financial multinational corporation (MNC)


    The client sought a robust content management solution for efficient content migration between servers and real-time product information delivery to their clients. This solution needed to cater to the specific needs of a large financial domain MNC.

Solution Delivered:

TechWize designed and implemented a customized SharePoint 2016 On-Premises solution

  • Seamless Content Migration:SharePoint 2016 App parts facilitated smooth content migration between servers, ensuring data integrity and accessibility.
  • Automated Workflows:AgilePoint Workflows were integrated to automate content migration from development to production servers, streamlining the deployment process.
  • Dynamic Content Rendering:XSLT was utilized to render list content effectively, enhancing data visualization and accessibility.
  • Custom Propagation Tool:A dedicated content propagation tool was developed for efficient server deployment, ensuring consistent content delivery across the organization.
  • Real-Time Information Access:Clients gained access to real-time product information, empowering them to make informed investment decisions based on accurate and up-to-date data.


The client was able to get the following results –

The implemented solution delivered significant benefits

  • Enhanced Content Management:Streamlined content migration processes and automated workflows resulted in improved efficiency and reduced manual effort.
  • Improved Investment Analysis:Real-time product information accessibility empowered clients to make data-driven investment decisions, leading to potentially better outcomes.
  • Efficient Data Propagation:The custom content propagation tool ensured consistent and reliable data delivery across all servers, minimizing potential discrepancies.
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