Financial

AustralianSuper

AustralianSuper

Using Sitecore to Deliver Personalized and Targeted Content for Members

Sitecore Kunde Aviva Life

Aviva Life Insurance

An increase in leads by 40% and site traffic by almost 60% within two months of launching the website with Sitecore CMS.

Berner Kantonalbank

Berner Kantonalbank

Financial Institution Banks on Sitecore for Managing Multiple Websites, Languages, and Devices

Sitecore Kunde Cabot Heritage

Cabot Heritage

One of America’s Most Respected Financial Newsletter Companies Triples Subscription Sales Using Sitecore CMS

Sitecore Kunde eQ Asset Management

eQ Asset Management

In just over eight weeks from project start, eQ was geared up to serve its customers with new online services.

Sitecore Kunde GuideStone

GuideStone

Finding Value in Turbulent Times for financial services provider.

Sitecore Kunde HiFX

HiFX

HiFX, the foreign currency specialists, required a re-designed website delivering greater usability to their customers as well as their own staff.

IAK Verzekeringen

IAK Verzekeringen

Increased Efficiency on the Site, with a 30-40% Increase in Site Visitors, and a 50-75% Increase in Time-to-Market

New York Life

New York Life

Sitecore enables customer engagement at New York Life Retirement Plan Services

promsvyazbank homepage

Promsvyazbank

Improves customer experience by taking advantage of the extensive digital marketing capabilities within the Sitecore platform.

QTMB

QTMB

“Staffroom for Improvement” multichannel campaign cleverly delivers a personalized experience — and deep customer insight

Swiss & Global Asset Management

Swiss & Global Asset Management

Think globally, act locally with Sitecore: Implementing a multi-lingual multi-country site with Sitecore

Co-operators homepage

The Co-operators

Sitecore Helps Personalize Web Experience for Leading Canadian Financial Services Firm.

Institute of Chartered Accountants homepage

The Institute of Chartered Accountants in Australia

Using Sitecore to put members at the heart of the online experience

Unum

Unum

More than 80,000 employers in the United States offer their employees Unum group disability benefits.

Zurich

Zurich

Swiss Insurance Provider Delivers Industry-Leading Mobile Customer Experience with Sitecore

AustralianSuper

AustralianSuper

Using Sitecore to Deliver Personalized and Targeted Content for Members

Sitecore Kunde Aviva Life

Aviva Life Insurance

An increase in leads by 40% and site traffic by almost 60% within two months of launching the website with Sitecore CMS.

Berner Kantonalbank

Berner Kantonalbank

Financial Institution Banks on Sitecore for Managing Multiple Websites, Languages, and Devices

Sitecore Kunde Cabot Heritage

Cabot Heritage

One of America’s Most Respected Financial Newsletter Companies Triples Subscription Sales Using Sitecore CMS

Sitecore Kunde eQ Asset Management

eQ Asset Management

In just over eight weeks from project start, eQ was geared up to serve its customers with new online services.

Sitecore Kunde GuideStone

GuideStone

Finding Value in Turbulent Times for financial services provider.

Sitecore Kunde HiFX

HiFX

HiFX, the foreign currency specialists, required a re-designed website delivering greater usability to their customers as well as their own staff.

IAK Verzekeringen

IAK Verzekeringen

Increased Efficiency on the Site, with a 30-40% Increase in Site Visitors, and a 50-75% Increase in Time-to-Market

New York Life

New York Life

Sitecore enables customer engagement at New York Life Retirement Plan Services

promsvyazbank homepage

Promsvyazbank

Improves customer experience by taking advantage of the extensive digital marketing capabilities within the Sitecore platform.

QTMB

QTMB

“Staffroom for Improvement” multichannel campaign cleverly delivers a personalized experience — and deep customer insight

Swiss & Global Asset Management

Swiss & Global Asset Management

Think globally, act locally with Sitecore: Implementing a multi-lingual multi-country site with Sitecore

Co-operators homepage

The Co-operators

Sitecore Helps Personalize Web Experience for Leading Canadian Financial Services Firm.

Institute of Chartered Accountants homepage

The Institute of Chartered Accountants in Australia

Using Sitecore to put members at the heart of the online experience

Unum

Unum

More than 80,000 employers in the United States offer their employees Unum group disability benefits.

Zurich

Zurich

Swiss Insurance Provider Delivers Industry-Leading Mobile Customer Experience with Sitecore

Sitecore CMS for Finance Websites

Sitecore best cms for finance

Sitecore Website Content Management System is the recommended CMS for Finance, including Banks, Credit Unions, Investment Firms, Industry Consultants, Insurance Companies and more.

Sitecore website Content Management Systems helps financial organizations:

  • Attract new clients with an online community and innovative outreach
  • Improve customer satisfaction with existing clients with timely and accurate information with an engaging customer experience
  • Enhance website effectiveness and save ongoing costs with proven ROI
  • Expand online presence and serve customers by providing relevant content in convenient context
  • Leverage online resources with seamless integration with member databases, transaction records, and legacy systems

For financial organizations, Sitecore helps:

  • Update content on the fly: simple content editor user interface and integration with leading applications allow seamless changes to the site.
  • Maximize business results by ready integration with leading applications including financial databases, user authentication systems and other strategic product suites.
  • Create an engaging user experience: implicit and explicit personalization and web 2.0 tools enhance the user experience while maintaining efficiency in fulfilling typical tasks.
Leading Finance websites provide the following in their overall website SolutionSitecore based website

Ease of use for site editors—regardless of technological background. Example- In-page editing and a look and feel similar to Microsoft Word

Tick

A constantly improving website which can experiment and test new content, messaging, imagery and design with A/B and multi-variate testing. Example- Offering additional services based on user’s history

Tick

Goals driven site, where focus and direction is provided for all content and functionality, reinforced by the system. Example- Providing quick links to areas of frequent use

Tick

An experience based website, where the visitor’s experience is highly valuable and is balanced with your site goals. Example- Viewing history of a single stock or the market’s recent performance

Tick

Personalization and targeted calls-to-action to build a dialog with each of your visitors. Example- Maintaining user’s activity in dashboard view

Tick

Content Management System (CMS) Requirements for the most successful Finance websites

  • icon flash arrow

    Fast and responsive interaction.More >

    Sitecore provides a multi-layered caching system that provides developers with very granular control to provide a high level of performance optimization.

  • icon refresh

    An interface for the Website editors which is intuitive and user friendly. More >

    Sitecore’s in-line editing set the new standard in usability, allowing content to be added and updated quickly and simply by a wide range of editors.

  • icon add to shopping cart

    Confidence in completing online transactions. More >

    Sitecore provides Content management for many Finance and Commercial sites which deliver consumer transactions 7x24 around the world. Sitecore’s rich API allows extensive integration capabilities with all the leading databases and eCommerce engines.

  • icon personalization

    Implicit or explicit Personalization.More >

    Sitecore serves up completely dynamic content for every page, which can be controlled by implicit or explicit information on a per visit basis via integration with analytics packages.

  • icon protected

    Strict Privacy enforcement and Security assurance. More >

    Sitecore Validators can be configured to enforce privacy requirements for website content. Further, Sitecore offers one of the more robust and rich security architectures in the marketplace, extending the .Net 3.5 security architecture.

  • icon magnify text

    Powerful Search and metadata abilities for classifying information. More >

    Sitecore comes with Search included and can integrate with other Search tools. Further, Sitecore can be structured to any metadata standard and content can be classified with any taxonomy structure desired.

  • icon laptop

    Multiple device support, including wireless devices, RSS, and more. For editing, support for both PCs and Macs.More >

    Sitecore natively supports multi-device output capabilities with extensive flexibility for visitors. Further, for content editors, both PCs and Macs are supported by Sitecore.

Selected Sitecore Finance Customers

  • ADP
  • Aviva Insurance
  • Axcel
  • Bibby Financial Services
  • Cabot Heritage Corporation
  • Calamos Investments
  • Clarity Blue
  • Colonial Life
  • Ernst & Young
  • Fair Investments Company 
  • Fat Prophets 
  • Financial Risk Management 
  • First Pioneer Farm Credit
  • Groupecho Canada
  • Guidestone Financial
  • HiFX
  • International Merchant Services 
  • Max NY Life
  • NY State Insurance Fund
  • QInvest
  • Sterling and Sterling
  • Susquehanna Int'l Group
  • Tenco
  • USAble Life Affiliates
  • Veterinary Pet Insurance
  • Walton Street Capitol
  • Wasatch
  • WP Carey

Next Steps

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LifeScript | Read Case Study >

Sitecore has been a huge win in terms of cost and time savings, and will take us well into the future as a top site for women’s health.

- Jack Hogan, COO, LifeScript