About PIMCO

PIMCO (Pacific Investment Management Company, LLC) is a global leader in active fixed income management. The firm provides investment solutions across various asset classes and strategies, including fixed income, equities, commodities, asset allocation, ETFs, hedge funds, and private equity. With a focus on delivering customized investment strategies, PIMCO serves clients globally, including institutions, individual investors, and governments.

Challenge

Scaling for High-Volume Ordering and Improved Accessibility

PIMCO required an upgrade to their website to handle high volumes of data and ensure the platform's management was streamlined for editorial staff. The goals included:

• Improved Usability: Making it easier to manage content and workflows across the site.
• Cross-Device Accessibility: Ensuring the platform is mobile-friendly, given the dynamic needs of their global clientele.

Solution

Exclusive Wholesale Solution Built on Sitecore

PIMCO partnered with XCentium to develop a sophisticated, mobile-first solution tailored to meet their growing needs. The key features of the solution include:

• Centralized Content Management: Utilizing Sitecore’s CMS to simplify content updates for editorial teams managing complex financial pages.
• Mobile-First Design: Designed to ensure that users have an optimal experience across devices.
• Custom Integrations: Built on an extensive private cloud infrastructure with over 20 integrations, ensuring data consistency and performance.

Outcome

Powerful Search Experience and Seamless Data Delivery

PIMCO's new website now delivers an enhanced experience for users, with a focus on personalization, data accessibility, and speed:

• Quick Data Retrieval: The solution integrates PIMCO's diverse data repositories, ensuring that fund and share class data is delivered in under 200ms.
• User Personalization: By analyzing user behavior, the platform personalizes content and allows users to set preferences, delivering a tailored browsing experience.
• Compliance and Intelligent Search:
• Compliance Solution: Sitecore’s Rules Engine ensures legal disclosure information and footnotes are served in compliance with industry standards.
• Intelligent Search: Offers a clean, content-specific interface for predictive and personalized search results.
• Custom Highcharts Implementation: Dynamic performance data is presented across device types, enhancing the user experience with visual charts.

With a combination of personalization, efficiency, and security, PIMCO now provides an optimized platform that serves over 600 funds and their associated data seamlessly, offering an unparalleled financial user experience across devices.