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The financial services digital challenge

How our customers are transforming their digital experiences while also meeting standards.

Digital transformation and the financial industry

A look at digital transformation and its impact on the financial services sector. We’ve gathered insights from four top Sitecore partners on the main challenges of transforming the financial digital experience from omnichannel and personalization to regulatory compliance.

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Banner Bank delivers personalization and improved site analytics

Banner Bank had been growing steadily for over 100 years and, with new requirements in place from recent legislation and from passing $10 billion in assets threshold, was in need of a complete overhaul to their website. With Sitecore Experience Platform and Sitecore Partner RBA they have already realized savings and improved site analytics.

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Russell Investments personalizes experiences while increasing efficiencies

Russell Investments’ goal was to create a “One Russell” experience to provide the personalization that financial services clients expect. They also needed to integrate third-party applications, some home grown. With Sitecore Experience Platform on Azure and Platinum Partner Xcentium, the global asset manager delivered a unified, consistent website; integrated content for personalized experiences; and drove consistency and cost savings.

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More finance industry customers

Baxter Credit Union

BCU chooses Sitecore Experience Platform on Microsoft Azure to ease access by visitors and leading to a 28% increase in loan and mortgage applications.

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ADP serves more than 500,000 customers and uses Sitecore to educate them about ADP products and services on and to drive a significant percentage of new leads.

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New York Life

New York Life

New York Life Retirement Plan Services retirement solutions implemented Sitecore to significantly increase customer engagement with a more user-friendly and versatile participant-facing site.

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Australia's largest corporate retirement fund deployed a new public site and member portal on Sitecore Experience Platform and increased visits by 50% with a jump in self-service transactions from 100% to 300%.

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Bank Central Asia

Bank Central Asia

When the AHA launched a national campaign to educate the public and inspire change, they needed a modern experience platform to support it, including multiple languages, personalization, and analytics.

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Berner Kantonalbank

Full-service Swiss bank overhauls its digital infrastructure to enable responsive, multilingual online capabilities while maintaining brand consistency across three main websites.

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