This Financial Group Upgraded All Their Solutions for a Better User Experience

A leading financial group uses Liferay DXP to run solutions for three of their member companies.
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Key Takeaways

  • Bring your solutions onto one platform for a cohesive user experience.
    Liferay DXP hosts three of this company's member websites along with their self-service portals for agents and policyholders so users have the same experience wherever they go.
  • Reduce costly QA time and errors with consistent environments.
    Using a remote live environment and staging has given the IT team similar lower and higher environments so developers and testers are on the same page.
  • Make future upgrades easier by using out-of-the-box features. 
    Replacing customizations with existing Liferay features has ensured this company will have smoother, quicker upgrades.


As a privately-owned financial group, this company protects the future of families and businesses by providing life insurance, annuity, and retirement planning products through their four member companies.
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When this company assessed their future goals for continuing to support the needs of their policyholders and agents, they concluded that the legacy version of Liferay they were using was no longer a good fit.

The team wanted to address these challenges:
  1. The technology was outdated.
    Being on a legacy version prevented the team from leveraging the transformed features and functionality of Liferay DXP.
  2. All sites needed to be accessible and responsive.
    Every solution had to pass standard accessibility tests and allow users access from any device.
  3. Extensive platform customization made the prospect of upgrading difficult.
    The IT team had to strategize what to do about their customizations, which, while enriching their platform, would make upgrading complex since each customization would need to be re-architected. 
We plan to stay current on Liferay releases going forward … to take advantage of the new features and fully leverage the Liferay platform.
Systems Architect, Enterprise Applications


To stay up-to-date and use new functionality, this company decided to upgrade to Liferay DXP. During the process, Liferay Support, Liferay’s customer success team, and XTIVIA, a partner through the Liferay Partner Program, assisted with issues and questions that arose. Since then, the company has been able to take full ownership of their project as they continue to work with Liferay.

A major piece of the upgrade involved removing platform customizations and replacing them with out-of-the-box features from Liferay DXP. The team was able to gain valuable experience with Liferay that they’ll be able to take forward.


The upgraded solutions now support customers with a public website for their main brand as well as three of their four member companies, which include self-service options for their 100,000+ policyholders to view their policies and pay premiums.

Additionally, 50,000+ agents have a self-service portal of their own, where they can log in and access hundreds of pages of secured content to see pending business and product information, upload or download documents, and more.

As a result of taking advantage of new features and functionality on Liferay DXP, this company has experienced these benefits:
  1. Easy content editing. 
    After content creators got used to the new editing tools, they started to create and publish content faster.
  2.  Less frequent environment errors and inconsistencies.
    By shifting their approach to remote live and staging, developers and testers can work in consistent environments.
  3. A great user experience. 
    With all sites meeting accessibility standards and fully responsive, any user can access targeted content from anywhere.
Now that the team is familiar with and enjoys Liferay DXP as a platform, they plan to stay updated with the latest version and migrate microsites to Liferay so they can further consolidate technologies, potentially adopting Liferay Analytics Cloud for integrated data analysis. Continuing with Liferay ensures this company can keep empowering their agents and serving their customers with products that give them peace of mind.