Unifying a financial services group through a governed digital platform

Unifying a financial services group through a governed digital platform

What we did:

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The challenge

Financial services platforms must balance competing priorities: acquisition and education, investor confidence and regulatory compliance, brand storytelling and structured disclosure.

Ironbark needed to:

Serve multiple investor audiences with distinct journeys
Embed disclosure and compliance into the platform
Centralise regulated documents
Surface fund performance and pricing accurately
Integrate CRM and marketing systems
Reduce manual publishing effort and risk

This was not a typical website rebuild — it required a governed digital platform.

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Design brief

Design brief

Ironbark was consolidating three businesses — Advice, Private Wealth and Investment Solutions — under a new masterbrand.

The website needed to do more than present a new brand. It needed to guide distinct investor audiences, embed compliance into everyday publishing and establish a scalable foundation for growth.

Digital Garden partnered with Ironbark to deliver a secure, enterprise-grade Drupal platform that simplifies complexity while supporting regulated operations.

What we delivered

What we delivered

Multi-audience information architecture

We restructured the platform around investor tasks rather than internal divisions, with clear pathways into Advice, Private Wealth and Investment Solutions.

Compliance by design

Disclosure components and investor self-attestation were embedded into the publishing framework, ensuring compliance is applied consistently without impacting usability.

Governed document ecosystem

A centralised document model for PDS, TMDs and reports improved version control, discoverability and governance.

Fund data and pricing automation

Structured ingestion workflows for fund data and daily pricing reduced manual effort while improving accuracy and transparency.

Scalable design system

A component-based design system enables consistent publishing across the masterbrand while supporting different content types and audiences.

CRM and marketing integration

Integration with Salesforce and Marketing Cloud supports lead capture, subscriptions and future personalisation.

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Outcome

Digital Garden team have done an incredible job. We feel completely confident that we’re in safe hands and are very grateful for the senior oversight and immense work that’s gone into getting us to this point. It’s been an intensive period, and the team’s professionalism and commitment have been outstanding.

Isabella Vick - Head of Marketing at Ironbark Asset Management

Ironbark now operates a secure, scalable Drupal platform that unifies its masterbrand while supporting distinct investor audiences and regulatory obligations.

The platform transforms publishing from a manual, compliance-heavy process into a governed digital system — improving operational efficiency, reducing risk and enabling confident growth.