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Oppenheimer

Oppenheimer: CMS & Redesign Case Study | Sagepath Reply Using Crownpeak’s enterprise CMS platform, we designed and developed a new website and CMS implementation to help position Oppenheimer as a thought leader. Oppenheimer & Co. Oppenheimer Modernizes Its Digital Platform with Kentico Oppenheimer partnered to modernize its digital platform and simplify content operations through a new CMS foundation. The initiative focused on improving authoring efficiency, reducing development overhead, and creating a scalable architecture capable of supporting thousands of pages in a regulated environment. The Challenge Oppenheimer’s marketing team was constrained by an inefficient content authoring experience and the added development effort required to maintain the previous CMS. The project also involved migrating nearly 3,000 pages, preserving data integrity, maintaining site functionality during transition, and aligning stakeholders while introducing new components. The Solution The solution introduced a unified architecture capable of supporting a complex content ecosystem across advisors, branches, premium group sites, and media content, while maintaining clarity and consistency in a highly regulated environment. Kentico’s hybrid headless capabilities provided the flexibility to enable multichannel readiness without compromising centralized control. The Impact The transformation consolidated and restructured 2,961 pages, delivered more than $175K in annual licensing cost savings, and reduced developer hours by 35%+ annually. It also drove a 43% increase in website traffic and a 65% increase in average session duration, and earned Kentico Site of the Year 2025 in Financial Services. Oppenheimer & Co. Website Savings $175K annual licensing cost savings SITE TRAFFIC 43% increase in website traffic Sessions 65% increase in average session duration Let's Start a Conversation Reach out to discuss your digital transformation needs and see how we can help. We would love to start a long-term partnership with your company. Get in Touch

Digital Strategy - SPR.com

Digital Strategy Services & Consulting | Sagepath Reply Strategy is at the core of every initiative. Our custom digital strategies help you maximize ROI, including digital transformation, roadmaps, CX & MarTech. Digital Strategy AI-Powered Digital Strategy for Enterprise Transformation Clarity and scale turn AI ambition into measurable digital execution, helping enterprise organizations move through complex transformation with confidence and real business value. Leading the Way in AI-Driven Strategies At Sagepath Reply, we specialize in crafting cutting-edge digital strategies fueled by artificial intelligence. Our methodologies have been recognized industry-wide, allowing us to implement solutions that not only meet but exceed client expectations. With a focus on data-driven insights, we help organizations navigate their digital journeys with confidence and precision. Sagepath Reply provides four primary offerings that cater to the diverse needs of our clients. Custom Application Solutions We build tailored applications that address specific challenges where "off the shelf" technology falls short. Our partnerships with clients like NAPA Auto Parts, Georgia Pacific, and CNH exemplify our commitment to delivering innovative solutions. Enterprise Solutions Digital Experience Platform Solutions As experts in Digital Experience Platforms (DXP) and commerce, we have successfully implemented solutions for numerous B2B and B2C clients. Our expertise as a Platinum Vendor for Optimizely and Kentico, along with proficiency in Sitecore, Contentful, and more, ensures our clients receive top-tier service. Notable clients include Oppenheimer, PrimisBank, Shaw Floors, and Sazerac. DXP Platform Solutions AI-Enabled Marketing and Sales For agency-of-record clients needing an extension of their marketing and sales teams, we provide enablement across business sectors and customer personas. Our proficiency in martech platforms such as Salesforce and HubSpot has benefitted clients like AES Energy, SouthStateBank, and PoolCorp. Omnichannel Marketing AI-Native Expertise Leveraging AI-native tools and our custom proprietary agents, Sagepath delivers client value more efficiently and quickly. Our successful implementations of AI-based solutions for clients like Ferrero, Mannington Commercial, and Coca-Cola showcase our innovative approach to digital transformation. AI & Emerging Tech Proven Success in Transforming Businesses Sagepath Reply has a history of impactful transformations. We take pride in our accolades and the measurable success we bring to our clients. Global Chocolatier Client 33% increase in operational efficiency with AI-driven analytics platfrom Global CPG Client 240% enhanced customer engagement with comprehensive digital strategy Fast-Tracking Your Digital Journey Sagepath Reply offers proprietary accelerators designed to expedite your digital transformation process. These tools enhance collaboration, optimize workflows, and ensure rapid implementation of AI strategies. AI Strategy Workshops Tailored sessions that help define clear AI objectives. Data Assessment Tools Evaluate data readiness and identify opportunities for improvement. Rapid Prototyping Frameworks Quickly test and validate AI solutions in real-world scenarios. Shaw Floors Improving product discovery with immersive digital tools that increase confidence, engagement, and leads. SouthState Bank Advancing digital-first banking with a modern platform built to drive acquisition and lending growth. Let's Start a Conversation Reach out to discuss your digital transformation needs and see how we can help. We would love to start a long-term partnership with your company. Get in Touch

Enterprise Solutions

Enterprise Solutions for Modernization and Automation Modernize enterprise systems with custom applications, deep integrations, and intelligent automation that improve speed, reliability, and efficiency. Enterprise Solutions Enterprise Solution Consulting Modernize the systems behind your business with custom applications, deep integrations, and AI-powered automation that turn complexity into speed, reliability, and measurable efficiency. We help enterprises design, build, integrate, and operate software that connects systems, enables teams, and automates work across the organization. Enterprise-grade engineering Secure, testable, maintainable software built for long-term evolution, not short-term patches. Custom application development Modern, scalable digital products and internal systems, including portals and enterprise web applications designed to grow with your organization. Deep system integration API-first integration across platforms and systems of record, helping teams reduce handoffs, improve governance, and deliver more consistent outcomes across tools. Complex workflow enablement Process-driven applications and orchestration layers shaped around how work gets done, including approvals, handoffs, and exception handling. Automation and agentic systems Human-in-the-loop automation that reduces operational load, increases throughput, and supports accountability through controls and oversight. Built for organizations where technology spans multiple platforms and teams, and where improvement requires more than a single tool. IT leaders and teams Responsible for application modernization, integration, delivery quality, and operational reliability Business operations Leaders looking to streamline processes and reduce cycle time through automation Digital and marketing Teams who depend on integrated systems for customer experience, governance, and speed to market Product leaders Challenged with bringing scalable, innovative solutions to market quickly Our AI-Native delivery Enterprise Solutions is built for situations where simple implementation is not enough. There are multiple systems, multiple owners, real constraints, and real consequences if it fails. Our delivery approach emphasizes integration-first execution, automation with accountability, and solutions that are built to run, not just to launch. Agile Delivery We use an Agile delivery model built on Scrum to enable continuous, high‑quality releases with full transparency and control. Design and development teams work in close partnership for continuous evolution of the product, using structured requirement analysis and clear documentation to drive prioritization, supported by experience delivery leads partnered closely with our clients to ensure predictable, on‑time delivery. Intelligence Fabric A practical approach to embedding AI capabilities inside the applications your teams already use. Intelligence Fabric connects AI to your data and workflows across systems such as CRM, ERP, ticketing, and digital experience platforms, so AI can assist with tasks like summarizing, classifying, recommending, routing, or initiating actions, with appropriate oversight. Example uses include case summarization and routing, knowledge retrieval for service teams, and workflow assistance inside enterprise applications. Intelliflow Blueprints Reusable workflow patterns for automation that orchestrate work across and custom applications. Blueprints accelerate common automation flows, from intake to classification to approval to routing to execution, so teams can implement consistently and scale responsibly. Example uses include intake-to-resolution workflows, approval and compliance processes, and cross-system operational handoffs. AI Toolkit Automated checks and continuous improvement utilities that support operational quality across digital properties. The toolkit covers SEO, accessibility, performance, content quality, and basic security posture, and can be incorporated into QA and release workflows to reduce risk and rework. Example uses include automated release readiness checks, accessibility and performancevalidation, and continuous quality monitoring. Where we typically start Our engagement entry points designed for fast clarity and practical next steps: integration and automation assessment, AI-acceleration workshops, modernization roadmap, and production AI readiness, including the data, governance, monitoring, and controls required to move from pilot to embedded, operational AI. Enterprise Solution Services Our services are designed to reduce risk early, deliver value in phases, and create solutions that can be operated and evolved after launch. Enterprise Digital Strategy We execute purpose-driven workshops and current-state analysis to align stakeholders and establish a delivery path that is realistic for enterprise constraints such as security, compliance, ownership boundaries, technical debt, and competing priorities. Outcomes typically include a phased modernization roadmap, target-state architecture direction, and a prioritized portfolio of automation opportunities.  Digital Product Definition We translate complex requirements into buildable product scope and architecture, especially for internal systems, portals, and enterprise-grade B2B or B2C web products that must integrate deeply with existing platforms. This results in comprehensive product requirements that typically include workflow definition, integration mapping, high-fidelity product designs, and delivery-ready backlogs that accelerate engineering.  Engineering and Delivery We build custom applications and integration-heavy solutions with a focus on reliability, security, quality engineering, and operational readiness. Our delivered products typically result in application modernization and enhanced integration services, and apply release readiness practices to reduce incidents and rework.  Business Process Automation We identify high-friction processes and implement automation using the right mix of workflow design, integration, and AI assistance. Outcomes typically include process discovery and sizing, a production-oriented proof of concept, and scalable rollout with controls, approvals, and measurement.  Georgia-Pacific Scaling App See how Georgia-Pacific modernized timber intake with mobile tools, AI, and automation.  Georgia-Pacific Recycling Accelerating operations with a unified digital experience that improves speed, visibility, and support. Let's Start a Conversation Reach out to discuss your digital transformation needs and see how we can help. We would love to start a long-term partnership with your company. Get in Touch

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Let's Start a Conversation

Reach out to discuss your digital transformation needs and see how we can help. We would love to start a long-term partnership with your company.

Get in Touch