FINANCIAL & REGULATED CONTEXT DESIGN

Consolidating Institutional Websites into a Scalable Content System

Unified multiple legacy institutional sites into a single global platform by redesigning information architecture, navigation, and content structure to improve findability and usability.

Homepage hero carousel highlighting featured content as an entry point to key pages, with navigation leading to deeper content sections below.

MY ROLE

Lead UX Content Designer

PLATFORM

Enterprise CMS (EZ Publish)

TIMELINE

Nov. 2020-Jan. 2021

AUDIENCE

Investors and Consultants

DELIVERABLES

Content Audit & Strategy, IA, Migration Planning, Content Governance

OUTCOME

Unified content across sites through a scalable information architecture

OVERVIEW

Following a merger, Amundi US needed to consolidate 2 legacy institutional websites into a single global experience. The institutional site served a global audience of investors and consultants reviewing products across a $100 billion AUM platform.

Rather than simply combining content, I focused on redesigning the information architecture and navigation to create a clearer, more structured experience for users. Content was developed within an established enterprise design system using approved typography, color standards, and page templates to ensure brand consistency and compliance across the site.

CHALLENGES

  • Conflicting legacy structures and labels

  • Content duplication and complexity

  • Platform and compliance constraints

GOALS

  • Consolidate multiple sites into one unified experience

  • Improve navigation and content findability

  • Align with the global platform, governance and design system

BEFORE

  • Multiple legacy websites with inconsistent navigation and structure

  • Investment content organized differently across sites, making comparison difficult

  • Fragmented user journeys with no clear path from overview to detailed strategy content

  • Dense, text-heavy pages that made key information difficult to scan

  • Content spread across multiple sites with overlapping or duplicated information

AFTER

  • Unified global platform with consistent navigation and page structure

  • Standardized strategy pages enabling easier comparison across offerings

  • Clear pathways from high-level overviews to detailed investment content

  • More scannable, structured content using modular components

  • Consolidated content into a single structured system, reducing duplication and improving clarity

INFORMATION ARCHITECTURE

I defined a unified information architecture to consolidate content from multiple legacy sites into a single, structured experience.

The information architecture supports both exploration and comparison by organizing strategies into a structured grid and maintaining consistent page patterns across detailed views.

Content Structure: From Product Overview to Strategy Detail

Annotated financial website showing a scannable product grid with multiple entry points and a detailed page with in-page navigation, highlighting improved content structure and navigation.

KEY DECISIONS

I approached this project as both a content strategy and information architecture challenge, focusing on how investors and consultants find, understand, and navigate information. This flow illustrates how the structure supports multiple entry points and enables users to move between overview and detailed strategy content.

Annotated financial website showing a scannable product grid with multiple entry points and a detailed page with in-page navigation, highlighting improved content structure and navigation.

Defined a clear navigation framework within a global design system
Aligned content structure within the global platform while maintaining consistency and usability across regions.

Structured content to support both exploration and comparison
Organized information so users could move from high-level insights to detailed strategy content with minimal friction.

Use the hero as a gateway
Rotated key content to highlight insights while guiding users to strategies, ESG, and firm information.

Introduced clear calls-to-action to guide deeper engagement
Helped users navigate from overview content to detailed strategy pages more effectively.

Standardized strategy presentation for consistency
Created repeatable page structures that made it easier to compare offerings across categories.

Integrated compliance content without disrupting the experience
Balanced regulatory requirements with usability by embedding disclosures in a way that supported readability.

Supporting Design Decisions:

Audit and consolidate existing content
Reviewed content across legacy institutional websites to identify duplication, outdated information, and opportunities to streamline the user experience.

USER FLOW EXAMPLE

User Flow to Explore Featured Content
Investors and consultants arriving on the homepage needed a fast path to relevant content without having to browse through navigation. The hero carousel solved this by rotating high-priority topics like ESG initiatives, thought leadership, and sponsorship updates, with each linking directly to deeper pages. Users could either engage with featured content immediately or access via the top menu bar. The diagram below shows both paths.

Homepage Hero as Entry Point to Key Content

Homepage hero carousel highlighting featured content as an entry point to key pages, with navigation leading to deeper content sections below.

OUTCOME

  • Consolidated 2 legacy institutional sites into a single unified platform, standardizing presentation across approximately 20 investment strategy pages.

  • Improved navigation clarity across complex investment content

  • Created a scalable, standardized structure aligned with platform and compliance requirements

  • Reduced content fragmentation across post-merger websites

  • Enabled more consistent and comparable presentation of investment strategies across the platform

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