Engage, Convert and Retain

Sitefinity for Financial Services Organizations

Your Challenge

Staying Ahead of a Dynamic Business Landscape

The financial services industry is constantly evolving. In order to keep pace, firms need to consistently address the following challenges through digital, which are critical to long-term success:

Rising Customer Standards

Customers are demanding modern, personalized experiences with their financial institutions. More than ever, customers expect to interact with firms on mobile, make key transactions digitally and to be served personalized content based on their finance needs.

Growing Competitive Landscape

Many new and innovative companies are entering the financial services market, which are changing the standards for how customers interact with firms. For example, Venmo and Cashapp have changed the way consumers exchange money – without the need for a card, check book or cash.

Meeting Investor Expectations

Shareholders consistently expect growing returns. This means institutions are under pressure to reduce sunk costs and drive return on investment through growing channels. Organizations need a platform that enables them to achieve more, with less supporting resources.

Ensuring Compliance and Performance

Ensuring customer data and personal information is secure and meets regulatory compliance is essential, otherwise you can sacrifice long-built customer trust. In addition, your customers expect your online institution experience to be always on and available for them at their convenience.

Our Solution

Meet Evolving Business Requirements with Sitefinity

Transform your business with Sitefinity at the center of it all - connecting key platforms and data, automating internal processes, and delivering content across devices. Better communicate offers digitally to drive online applications that attain new customers and upsell current customers.

Provide a differentiated customer experience and capitalize on it as a key competitive advantage.

Display the latest rates, packages and offerings on your site seamlessly. Enable your staff to publish timely information with minimal resources, time or costs required.

Integrate important data from existing databases and utilize it to tailor their online finance experience including account management, account creation and access to specific branch information.

Identify customer segments and deliver personalized content based on their specific finance needs which drives application completions and increases marketing ROI.

Manage branch content centrally in Sitefinity and deliver it to your organization’s entire ecosystem of web and native apps, kiosks, and other digital products and services.

Keep customer and branch data safe with hardened security features and tools to meet regulatory compliance standards such as ADA.

Ensure custotmers have fast access to their banking, insurance or asset management experience with ready-to-scale performance in the cloud.

Sitefinity in Action: Financial Services

No matter which sub-vertical you’re in, Sitefinity has been proven to help you deliver better online experiences to customers, easily and cost-effectively.

Why Do Financial Services Organizations Choose Sitefinity?

They’ve chosen Sitefinity to support their institution because of its secure, highly performant infrastructure, ability to deliver personalized content and experiences to customers and deliver a unique banking experience.

"Sitefinity DX perfectly marries the rigor of DevOps and the flexibility of the business into one platform. The .NET Core technology has enabled us to accelerate development time and perfectly blend custom backend integrations and rich frontend user experiences."

Digital Operations Leader in the B2B Financial Services Industry

"A powerful CMS for all your Digital Experience needs. Plenty of 'out of the box' features are included. Great integrations with external platforms, with the flexibility to customize any solution you can imagine. From quick and simple web solutions, to complex sites with digital marketing integrations, Sitefinity has it all."

Lead Developer, SME


Progress Sitefinity

Address rising customer and investor expectations, a growing competitive landscape, regulatory compliance and more with Sitefinity.