WEALTH MANAGEMENT FIRM
Sitecore XP Upgrade Delivers Enhanced Security and Performance for Wealth Management Firm
Some text about this wealth management firm.
- Services
- Build (Development)
- Upgrade
- Technologies
- Sitecore XP
- .NET Framework 4.8
- SQL Server
- TeamCity
- Solr Cloud
- xUnit
Oshyn upgrades Sitecore solution to provide a compliant and best practices website for a Financial Services organization.
The Challenge
For financial advisors and institutional investors managing billions in assets, trust is everything. When they visit a wealth management firm's website to access research, monitor portfolios, or download compliance documents, they expect enterprise-grade security and reliability. But behind the scenes at one major financial services organization, the foundation supporting that experience was aging dangerously.
The firm's website was powered by Sitecore XP 8.2, a platform that had served them well for years. However, the legacy system was unable to meet the evolving regulatory standards. They needed to modernize their Sitecore infrastructure without disrupting the digital experience that advisors and clients depended on. To execute this critical platform, code, and database upgrade with zero tolerance for downtime in a highly regulated environment, the firm partnered with Oshyn.
The Solution
Oshyn was selected for its extensive expertise in Sitecore platform upgrades and deep understanding of financial services compliance requirements. Oshyn developed a comprehensive upgrade strategy to migrate the firm from Sitecore XP 8.2 to the latest version while maintaining full functionality and security throughout the transition.
The upgrade involved modernizing the entire technology stack, including migrating to .NET Framework 4.8, updating SQL Server databases, and implementing Solr Cloud for enhanced search performance. Oshyn refactored existing code to align with the latest Sitecore best practices, ensuring compatibility and removing technical debt that had accumulated over the years.
Using TeamCity for continuous integration and xUnit for comprehensive automated testing, Oshyn validated every component throughout the upgrade process to catch issues before they could impact production.
The Outcome
The Sitecore XP upgrade transformed the firm's digital foundation, eliminating critical security vulnerabilities and bringing the platform into full compliance with financial services regulatory standards. The modernized infrastructure now supports faster performance, seamless integrations, and simplified maintenance, replacing years of accumulated technical debt with a stable, scalable platform built on current best practices.
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