Stephens, Inc.

The Challenge: Seeking a Web CMS

When our longtime client Stephens Inc., needed a new web content management system (CMS), they asked us to find the most suitable platform. The organization needed a flexible, easy-to-use system that would allow editors from any business unit to update content quickly, submit it for compliance approval, and schedule publishing to meet federal requirements.

The Solution: A New, Better Platform

We evaluated four systems and recommended Optimizely as the right match for Stephens' technical and pricing requirements. Our developers partnered with Stephens' creative agency of record to implement their designs in mobile-responsive Optimizely templates with multiple levels of approval workflow. We integrated Optimizely with a third-party investment research tool to provide a sortable, searchable interface for clients to find data that would otherwise be hidden in PDFs. We also trained Stephens staff in content editor and approver roles.

Selecting and Implementing the Right CMS for Business Success

Choosing the right Content Management System (CMS) is a critical decision for businesses that need to manage content efficiently, ensure compliance, and scale digital experiences. At Lokion, we specialize in CMS platform selection and implementation, helping organizations evaluate their needs, compare available options, and integrate the best solution for long-term success.

Our process begins with strategic discovery, where we assess content workflows, approval processes, and technical requirements to identify platforms that offer the right mix of flexibility, security, and ease of use. By working closely with internal teams, we help businesses transition from outdated, restrictive systems to modern CMS platforms that allow non-technical users to update content effortlessly while maintaining compliance and brand consistency.

For companies requiring multi-step content approval workflows due to regulatory requirements, selecting the right CMS was essential. Our implementation approach ensures seamless integration with third-party tools, data management systems, and personalization features, so businesses can deliver a more dynamic, customer-centric web experience.

From custom CMS configurations and mobile optimization to ongoing support and feature enhancements, Lokion empowers businesses to manage content more efficiently, reduce maintenance costs, and improve the user experience across digital platforms. Whether it’s headless CMS solutions, enterprise digital experience platforms (DXP), or open-source systems, our expertise ensures that your business is equipped with a future-ready content management solution.