Den side, du har bedt om, er ikke tilgængelig på dit sprog.

Gå videre til hovedindhold

Sitecore for Financial Services

Make finance personal

Discover and deliver standout customer experiences that drive engagement

Build trust and deliver value across financial services

Financial institutions gain agility by focusing on key priorities, building trust with their customers, and investing in strategies that improve their customer experience. But the right technology is key to success - empowering brands to implement faster, build subscriber bases, and increase return visitors.

Implement faster and increase return visitors

A composable approach powered by Sitecore helps VIU by HUB launch new products faster, accelerate omnichannel content delivery, and improve customer engagement. With streamlined content creation, optimization, and distribution, the team can now implement updates 10 times faster than previously.

View of the customer website in both desktop and mobile

Insignia Financial has built a Sitecore-powered digital platform that takes the business from managing content to delivering AI-powered, personalized financial literacy for customers. Using a composable approach, Insignia drives up customer engagement with 5% more page views, 10% longer sessions, and 25% more returning visitors.

smiling man sitting on a chair

The More from Emirates NBD mobile banking app drives up revenue, traffic, and downloads with enhanced Sitecore-powered experience, commerce, and personalization. Sitecore technology has transformed the app with improved personalization and added features and functions that enable the bank to deliver highly targeted offers, and an enhanced, unified customer experience that has significantly increased customer engagement, loyalty, and spending.

Pair of hands holding a mobile phone displaying the More banking app logo

A composable approach powered by Sitecore helps VIU by HUB launch new products faster, accelerate omnichannel content delivery, and improve customer engagement. With streamlined content creation, optimization, and distribution, the team can now implement updates 10 times faster than previously.

View of the customer website in both desktop and mobile

Insignia Financial has built a Sitecore-powered digital platform that takes the business from managing content to delivering AI-powered, personalized financial literacy for customers. Using a composable approach, Insignia drives up customer engagement with 5% more page views, 10% longer sessions, and 25% more returning visitors.

smiling man sitting on a chair

The More from Emirates NBD mobile banking app drives up revenue, traffic, and downloads with enhanced Sitecore-powered experience, commerce, and personalization. Sitecore technology has transformed the app with improved personalization and added features and functions that enable the bank to deliver highly targeted offers, and an enhanced, unified customer experience that has significantly increased customer engagement, loyalty, and spending.

Pair of hands holding a mobile phone displaying the More banking app logo

Innovative financial services companies trust Sitecore

Content Hub DAM

Omnichannel delivery and enterprise-grade configurability to unlock the power of your brand

Frequently asked questions

  • What are the best digital marketing strategies for financial advisors?

    To reach digital-first customers, financial services companies can embrace several strategies including SEO, simple and intuitive mobile experiences, pay per click (PPC) tactics, and content marketing to build trust with the intended audience.

  • What are the challenges in digital marketing for banking and finance?

    When it comes to digital marketing, banking and finance companies face a number of obstacles including compliance and regulatory challenges, the ever-growing number of agile financial services startups, and the rapid advancement of marketing technology. Customers are increasingly digital-first, and the financial services industry is incredibly competitive. Security is key to financial services firms of all kinds, and ensuring that the personal information of credit cards, debit cards, investment products, savings accounts, investment management platforms, and payment systems is of paramount importance to financial markets. Difficulties external to digital marketing such as interest rates, sustainability, and ESG (environmental, social, and governance), can also impact fintech companies as they build and execute their strategies.

  • How can SEO improve visibility for financial services companies?

    Search engine optimization (SEO) has emerged as a high-quality source for leads in the financial services sector. A robust SEO strategy that identifies relevant keywords & phrases can increase organic traffic, and can also help deliver higher conversion rates for wealth management companies, life insurance companies, commercial banking and investment banking providers, capital markets, credit unions, private equity, real estate, and insurance companies among others.

  • How effective is social media marketing for financial services?

    Social media can help build brand equity and can provide information, advice, and education that helps customers make better financial decisions. It also allows users to read reviews, preview features and benefits of specific products, and compare prices and qualities of various products in real-time. To maximize the value of social media marketing, financial services committees should make sure to choose realistic goals that align with business objectives and target channels where potential customers are likely to spend time.

  • Can content marketing be used effectively in financial services?

    A well-executed content marketing strategy allows financial sector companies to build trust with their audience, establish themselves as thought leaders, and remain top of mind by providing unique and valuable content to their audience. Rolling a content marketing strategy into a robust content operations system ensures the consistency of digital assets and improved asset management saves teams in consumer finance time and creates value internally and externally.

  • What role does data analytics play in financial services marketing?

    Analytics and data can help with customer segmentation and personalization, ensuring that customers are offered a unique experience and get the right information at the right time. They can also be used for risk management and to improve internal operations within the organization.

  • What are the trends in digital marketing for financial services?

    Omnichannel marketing, conversion rate optimization (CRO), customer engagement, generative AI, and mobile marketing are among the top trends in digital marketing for financial services.
  • How to measure the ROI of digital marketing in financial services?

    In general, this calculation is the same for financial services as it is for other industries. ROI is usually calculated by subtracting the money spent on marketing from the revenue gained and dividing that number by the money spent.

STRONG DATA FOUNDATION

Connect and activate your data for engaging content and brilliant experiences

realtime segmentation graphic

Discover how we can transform your CX strategies and outcomes:

  • See how our solutions can help you create unforgettable digital connections with your customers
  • Explore with our experts, who will share our platform’s powerful features and capabilities
  • Learn why the right CDP solution will prepare you for the future of CX — composable

Let’s get started

Provide your contact details and we'll be in touch within one business day.

Ved at indsende mine kontaktoplysninger bekræfter jeg, at jeg har læst og accepterer Sitecores fortrolighedspolitik, som forklarer, hvordan Sitecore indsamler, behandler og deler mine personoplysninger. Jeg accepterer, at mine oplysninger behandles i overensstemmelse med Sitecores fortrolighedspolitik, således at Sitecore kan optimere min oplevelse af Sitecore-mærket.