# Knowledge platform for a financial consulting firm | Dexy

> How discovery and information architecture on SharePoint improved resource access for financial advisors.

Canonical: https://www.dexy.cloud/work/knowledge-platform-financial-consulting

## Knowledge platform for a financial consulting firm

- Sector: Financial consulting
- Organization scale: ~1,200 people
- Platform: Microsoft 365 / SharePoint Online
- Services: Discovery, information architecture, design, build

## Brief

A financial consulting firm needed customer-facing teams to find approved methodologies, templates, and client-ready resources quickly. Content existed but was scattered across team sites, file shares, and legacy locations. Financial advisors lost time searching - or reused outdated material.

## Challenge

- No single trusted entry point for client-service resources
- Inconsistent metadata and naming - search failed for non-expert users
- Financial advisors have low patience for internal tools
- IT owned the platform; comms and practice leads owned the content - no shared IA
- Pressure to support AI and Copilot later without a governed content foundation

## Approach

Discovery, information architecture, design and UX, build and rollout - topic-led hub, content types, metadata, and governance.

## Impact

- Approved resources in one place before client conversations
- Reduced tribal knowledge and duplicate files
- Foundation for Copilot and AI search
- Authors publish with clear templates

Related: [/topics/intranet-discovery-and-ia](/topics/intranet-discovery-and-ia) | [/services/digital-workplace-strategy-and-ai](/services/digital-workplace-strategy-and-ai)

## FAQ

### Was this a custom product or SharePoint?

SharePoint Online and Microsoft 365 - designed and structured for findability, not a third-party intranet licence.

### How long did discovery take?

Several weeks of interviews and IA work before build - exact duration depended on stakeholder availability.

### Could a smaller organization do something similar?

Yes at smaller scale. Intranet-only fixed-fee projects are scoped separately - see Intranet design & build pricing.