Sitecore named a Leader in the 2026 Gartner® Magic Quadrant™ for Digital Asset Management PlatformsGet the report
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Financial services

Earn trust and get found as AI reshapes financial services

Connect content and customer data in one governed platform to respond faster and be the answer when customers ask AI where to bank or insure.

POWERING LEADING FINANCIAL INSTITUTIONS
First Abu Dhabi Bank webpage
First Abu Dhabi Bank

Largest UAE bank transforms digital performance and CX with SitecoreAI

First Abu Dhabi Bank consolidates six websites on one governed Sitecore platform, cutting time to market by 25% and improving productivity by 30%

6Websites unified on a single, Sitecore-powered digital platform

25%Faster time to market and deployment of new services and website features

30%Overall productivity improvement

50%Better productivity for content team

Read full case study
Smiling woman talking to people
Co-operators logo

Canadian insurer drives higher revenue, customer engagement, brand loyalty with Sitecore

Co-operators’ digital transformation wins 130% more quotes and 50% more conversions.

130%increase in quotes

>50%more conversions

4xfaster time to market for new content

>13%more visitor returns

Read full case study
Smiling woman holding a tablet and looking at a credit card
Suncoast Credit Union logo

Suncoast boosts new membership by 8% with Sitecore CMS

Florida’s largest credit union modernizes its website to provide easy, personalized access to digital financial tools at scale.

8%Growth in new membership applications

18%More site searches

14%Increase in engaged users per session

5xImprovement in Google Lighthouse scores

Read full case study
People talking and looking at their phones
Travel Money Group logo

From legacy to lift-off: How Travel Money Group rebuilt its digital experience in just 17 weeks with Sitecore

Travel Money Group’s marketing team turned an end-of-life platform into a future-ready digital ecosystem, delivering dramatic gains in conversion, engagement, and content velocity across regions.

138%increase in currency calculator usage

48%increase in store finder tool engagement

23%increase in online orders and revenue

493%increase in conversion rate year-over-year

Read full case study
a man and a woman are sitting on a sofa looking at documents and laptop on the table
Sparebanken logo

Norwegian bank drives up productivity by 80% with Sitecore

Sitecore XM Cloud’s modern, flexible SaaS composable architecture helps Sparebanken Vest raise customer satisfaction scores

80%Increase in productivity and efficiency

5Minutes to deliver front-end code, down from 40

HigherNet Promoter Scores

FasterWebsite load speeds

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Two,Beautiful,Young,Asian,Businesswoman,In,The,Conversation,,Exchanging,Ideas
HSBC

HSBC UK saw a large increase in leads with Sitecore

HSBC commercial deployed a new proposition in 50 markets with Sitecore.

45%lead increase in Canada

15%lead increase in Australia

5xmore likely to express interest in contacting HSBC

Read full case study

COMPLIANT, TRUSTED PRODUCTS FOR FINANCIAL SERVICES

Personalize in real time, within the rules regulators set

SitecoreAI™ is a content management and digital experience platform for banks, insurers, credit unions, and wealth managers. It brings content and customer data together on one governed platform, so marketing can personalize in real time and compliance can keep oversight.

As AI assistants change how customers research financial products, SitecoreAI™ helps you find search and citation gaps and see where your brand appears in AI answers.

Discover how financial services leaders are scaling AI-powered personalization while protecting customer trust.

Read the report
493%increase in conversion rate year-over-year
300%faster web page loads
130%increase in quotes
14%increase in engaged users per session

How SitecoreAI delivers value in financial services

Bank on better experiences

Bring content and customer data together to understand what each customer needs. Deliver more relevant experiences that strengthen relationships and build trust through every interaction.

Scale innovation without losing control

Mature,Couple,Calculating,Bills,At,Home,Using,Laptop.,Multiethnic,Couple
Move from idea to experience faster with AI that drafts content and automates workflows. Simplify operations by reusing content across channels. Maintain the governance and consistency financial services teams need to move faster with confidence.
Mature,Couple,Calculating,Bills,At,Home,Using,Laptop.,Multiethnic,Couple

Stay visible as discovery changes

AI Engineering, Female STEM engineer using artificial intelligence to design micro electronics in the labColorful Human
Make your financial expertise easier for customers and AI engines to discover. Create authoritative, structured content that answers real customer questions and helps your brand stay discoverable as search evolves.
AI Engineering, Female STEM engineer using artificial intelligence to design micro electronics in the labColorful Human

Trusted by leading finance institutions

HSBC

HSBC Commercial Banking increases leads by 45% in Canada with Sitecore

A new customer-centric, data-led experience across 50 markets made visitors 5x more likely to express interest in contacting HSBC.
Suncoast Credit Union logo

Suncoast grows membership applications by 8% with SitecoreAI

Florida's largest credit union increased site searches by 18% and lifted engaged users per session by 14%. Google Lighthouse scores improved fivefold.
fis logo

FIS increases website engagement by more than 200% with Sitecore

Fintech giant FIS built a digital-first marketing experience that increased qualified leads by 50% and accelerated time to market for new websites by 85%.
Travel Money Group logo

Travel Money Group increases conversion rate by 493% with SitecoreAI

In just 17 weeks, Travel Money Group launched a future-ready digital ecosystem that increased online orders and revenue by 23% and made page authoring 50% faster.
Co-operators logo

Co-operators generates 130% more quotes with Sitecore

Canadian insurer increased conversions by more than 50% and enabled its teams to bring new content to market four times faster.
Emirates

Emirates NBD increases online sales by 25% with Sitecore

Personalization in the More app increased app traffic by 119% and lifted monthly sales through its Shop by Amazon feature by 150%.
First Abu Dhabi Bank

First Abu Dhabi Bank boosts content productivity by 50% with Sitecore

The UAE’s largest bank consolidated six websites on one governed platform, cutting time to market by 25% and improving overall productivity by 30%.
Sparebanken logo

Sparebanken Vest increases productivity by 80% with Sitecore

The Norwegian bank reduced front-end code delivery from 40 minutes to five, improving website speed and search rankings. Customer satisfaction scores climbed too.

Frequently asked questions

Why is Sitecore a good fit for financial services?

Financial services teams need to move quickly without compromising customer trust. Sitecore connects content, customer data, and personalization capabilities so teams can respond faster to customer needs, with governance and consistency intact, even in a highly regulated industry. Sitecore is recognized by major analysts including Forrester and Gartner, and trusted by financial institutions across banking, insurance, credit unions, and wealth management. Our solutions are future-proof, with AI capabilities built in at no extra cost.

Which financial services companies use Sitecore?

Sitecore is used by leading financial institutions including HSBC UK, Suncoast Credit Union, Acrisure, and Sparebanken Vest. Teams use Sitecore to consolidate websites and run compliant content workflows, getting personalized experiences to market faster across banking, insurance, and credit union sectors.

How can financial services companies personalize experiences while staying compliant?

In financial services, compliance needs to be built in from the start. This is exactly how Sitecore works. Eligibility rules and consent enforcement are configured at the platform level, with approved messaging controls built in. Role-based access and auditable approval workflows mean regulated content goes through the right checks before it reaches customers, with a full audit log of every change. Sitecore gives teams the tools to personalize experiences to customer needs, with the controls that regulated environments require.

How can financial institutions connect content and customer data?

Financial institutions can benefit from unifying profiles across banking, insurance, and wealth management touchpoints. The challenge is that data is often fragmented across disconnected tools. Sitecore connects first-party customer data and consented behavioral signals with content operations in a single platform. Consent controls and audit trails required in regulated environments stay intact. Finance marketing teams, including those at FIS, use Sitecore to personalize by connecting content and data, increasing website engagement by more than 200% and qualified leads by 50%. Find out more about digital engagement innovation in financial services.

How can financial institutions modernize digital experiences without increasing risk?

Modernize at your own pace. Sitecore's composable architecture offers the flexibility to work with your existing technology, from core banking systems to identity infrastructure, so you can evolve without compromising governance. First Abu Dhabi Bank did exactly that, unifying six websites to reduce time to market by 25% and increasing productivity by 30%. Read more about our security and compliance commitments in the Sitecore Trust Center.

How does Sitecore DAM support compliance in financial services marketing?

Sitecore's Digital Asset Management platform gives financial services marketing teams centralized control over regulated assets. Approval workflows and rights management mean only compliant, approved assets reach campaigns and channels. Brand governance controls are built in too. Teams can manage digital assets across multiple brands, regions, and even across regulatory environments, from a single platform. Learn more about data compliance and security at Sitecore.

How can financial services companies measure digital experience ROI?

Connect digital performance to outcomes that matter to the business, from engagement and conversion to applications and revenue. Sitecore's Conversion Optimization adds A/B/n testing and page-level analytics. See what works, then you can optimize journeys and direct investment toward the experiences delivering measurable results. Co-operators, for example, saw quotes rise 130% after moving to Sitecore.

How can AI help financial services teams move faster?

AI can reduce manual work across content and experience workflows, giving teams more time to focus on customers and strategy. For financial institutions, speed matters, and so does control. Sitecore's AI in Financial Services research report found that 97% of banking leaders and 92% of insurance leaders surveyed expect AI to have an impact in helping execute campaigns faster. Zurich Insurance uses Sitecore to deliver personalized content at scale while meeting their regulatory requirements, and AI capabilities are built into the platform at no extra cost.

What is AI search optimization, and why does it matter for financial services brands?

AI search optimization is the practice of making a brand visible and accurately cited in AI-generated answers. Buyers increasingly research financial services using ChatGPT, Claude, Gemini, Perplexity, Google AI Overviews, and other AI experiences before visiting a website. For financial services brands, this means ensuring your institution is the answer when prospects ask AI about digital banking, investing, or your other offerings. Learn more about designing content for AI discovery.

Ready to capitalize on every interaction?

When customers ask AI where to bank or insure, the institutions with structured, trusted content are the ones that get named. Bring content and customer data together with SitecoreAI to make your brand easier to find, trust, and choose.

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