Johnson Financial Group

Modernizing a Complex Digital Ecosystem.

Project Brief.

Johnson Financial Group is a Wisconsin-based financial services organization providing banking and wealth management services to individuals, families and businesses.

Over a multi-year relationship, Ascedia served as a digital technology and marketing partner, helping Johnson Financial Group maintain, modernize and continually improve a complex digital ecosystem supporting customers, employees and multiple lines of business.

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Client Details.

Services Provided.

  • Application Development
  • Digital Marketing
  • Experience Design

Project Solution.

As Johnson Financial Group’s digital needs evolved, so did Ascedia’s role.

Beginning with a major Sitecore upgrade, the relationship expanded into ongoing development and maintenance, CMS optimization, third-party integrations, analytics, accessibility, UX enhancements and strategic planning.

Rather than approaching each need in isolation, Ascedia worked alongside JFG’s marketing and IT teams as an extension of their digital resources, providing the specialized expertise needed to keep the platform stable while continually moving it forward.

Johnson Financial Group’s website served a broad range of banking and wealth management audiences while connecting to an increasingly complex ecosystem of internal and third-party technology.

The organization needed to modernize and maintain its Sitecore platform, support integrations and custom applications, improve accessibility and user experience, strengthen analytics and respond to new business requirements without compromising existing functionality.

That required a partner capable of understanding both the underlying technology and the customer experiences built on top of it.

Ascedia provided deep Sitecore support throughout the relationship, beginning with a major platform upgrade and continuing through ongoing CMS optimization, development and maintenance.

Work included Sitecore configuration and performance tuning, roles and permissions cleanup, Web Forms for Marketers implementation and enhancements, mobile site updates, browser compatibility improvements, CMS training and ongoing development support.

Ascedia helped Johnson Financial Group extend its digital platform through a variety of integrations and custom functionality.

Projects included CRM and Single Sign-On planning, eBanking login enhancements, Workfront implementation, SubscriberMail API integration, Advisor Directory enhancements and support for Relius applications.

When Johnson Financial Group expanded its Wealth content, Ascedia also integrated Cleary Gull Advisors content into the existing Sitecore experience, developing new page structures, navigation and forms within the platform.


Ascedia also provided structured quality assurance and regression testing as changes, patches and enhancements were introduced, helping maintain the integrity of JFG’s existing functionality.

Ascedia worked with Johnson Financial Group’s marketing and operations teams to establish a more structured approach to digital measurement.

The program included assessing the existing analytics environment, defining KPIs, improving tagging and reporting configurations, monitoring performance and providing ongoing analysis and consultation.

Ascedia also supported Google Tag Manager configuration and used analytics insights to identify opportunities for continued website improvement.

Ongoing enhancements addressed the way customers interacted with forms, subscriptions, directories and other key digital touchpoints.


Ascedia improved newsletter subscription experiences, implemented and enhanced Sitecore forms, added reCAPTCHA protection, supported Advisor Directory improvements and provided UX consultation for new sections and functionality.


This iterative approach allowed individual experiences to improve without requiring wholesale changes to the larger platform.

Ascedia assessed Johnson Financial Group’s website against WCAG 2.0 Level AA standards and developed a prioritized approach to remediation.

Work addressed shared layouts and modules as well as issues involving alternative text, form labels, document structure, links, buttons and other accessibility considerations.

Accessibility then became part of the ongoing support relationship rather than a one-time initiative.

Project Outcomes.

Over several years, Ascedia helped Johnson Financial Group evolve its digital presence through a combination of strategic guidance and hands-on technical execution.

The relationship spanned major platform initiatives and everyday improvements, from Sitecore upgrades, CMS optimization and complex integrations to analytics, accessibility, UX and ongoing maintenance.

By maintaining continuity across those initiatives, Ascedia provided Johnson Financial Group with a digital partner that understood the organization’s technology, processes and customer experience, helping its digital platform continue to evolve alongside the business.