SITECORE FOR FINANCIAL SERVICES
Adapt to an ever-changing landscape
Elevate customer experiences and boost engagement and loyalty with technology designed to power industry leaders.
POWERING LEADING FINANCIAL SERVICES COMPANIES
Improve CX, operations, and capture a greater market share
The financial services industry is evolving. From streamlined transactions to personalized investment strategies, technology is reshaping the financial sector.
User-friendly mobile apps, online banking, and seamless payment options are just some of the experiences that financial services customers now expect as standard. To stay competitive, you need technology ready to power innovation.
Implement faster and increase trust and loyalty
Transform customer engagement
Using a composable approach, Insignia Financial is transforming customer engagement with 5% more page views, 10% longer sessions, and 25% more returning visitors.
Drive revenue
The More from Emirates NBD mobile banking app is driving up revenue, traffic, and downloads with enhanced Sitecore-powered experience, commerce, and personalization.
Roll out updates faster
With streamlined content creation, optimization, and distribution, VIU by HUB can now implement updates 10 times faster than previously.
Deliver value across financial services teams
FOR MARKETING TEAMS
Personalized experiences at every turn
Deliver useful and intuitive experiences that build trust and drive loyalty.
FOR OPERATIONS TEAMS
Future-proof processes
Stay ahead of industry trends and customer expectations while reducing costs and increasing efficiency.
FOR TECHNOLOGY TEAMS
Increased adaptability
Support your organization’s goals in an agile way, building customer-centric services and solutions quickly and easily.
Driving valuable results for our clients
50%
more lead generation opportunities for Canadian Western Bank
40%
increase in web traffic for Sagicor Financial Corporation.
80%
increase in productivity for Sparebanken Vest.
113%
increase in search results responses for LB Forsikring.
Frequently asked questions
Be present and active wherever your digital-first customers are–that means everywhere. Financial services companies can embrace several strategies including SEO, simple and intuitive mobile experiences, pay per click (PPC) tactics, and content marketing to build visibility, brand recognition, and trust.
Compliance and regulatory challenges. An ever-growing number of agile financial services startups. The rapid advancement of marketing technology. These are just some of the digital marketing obstacles facing finance companies. Customers are increasingly digital-first, and the financial services industry is incredibly competitive. Security is key to financial services firms of all kinds. 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.
Search engine optimization (SEO) is a tried and trusted way to generate leads for the financial services sector. A robust SEO strategy that identifies relevant keywords and 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.
Social media helps 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 the features and benefits of specific products, and compare prices and advantages of various products in real-time. To maximize the value of social media marketing, financial services committees need to choose realistic goals that align with business objectives and target channels where potential customers are likely to spend time.
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. Improved asset management also saves teams in consumer finance time and creates value internally and externally.
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. Analytics data can also be used for risk management and to improve internal operations within the organization.
Omnichannel marketing, conversion rate optimization (CRO), customer engagement, generative AI, and mobile marketing are among the top trends in digital marketing for 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.