Financial Services

Industry

Financial Services

Combining advanced technology with financial services expertise

Exceeding customer expectations

In the new world of open banking and greater regulation across territories, you need agile systems that adapt easily to change.

The place to start is with finely tuned, personalized, omnichannel experiences that stay consistent—even as your organization sustains the real changes needed to deliver them.

By leveraging cutting-edge technology and our deep industry expertise, we provide comprehensive capabilities including secure digital banking, personalized wealth management, robust fraud detection, and advanced data analytics.

Funds Aggregated Under 200ms: 600
Different Regions Served: 20
Increase in Leads: 373%

Finserv Services

End-to-end solutions

By selecting the right technology and digital partner, you can deliver relevant digital services that match those found in branches and face-to-face with an advisor.

Financial Strategy: Developing roadmaps that coordinate resources, technology, and steps needed to elevate your digital experience.
Reach and Engage: Elevating your brand and boosting conversions with our performance marketing and omnichannel expertise.
Technology Modernization: Assessing your existing tech stack and providing options that deliver the highest value versus effort and cost.
Data-Driven Actions: Delivering performance-based solutions and gaining actionable insights.
Personalization: Identifying groups and building out audiences to tailor the experience across channels.
On-going Support: Setting you up for success with on-going tech and staff support 24/7/365.

Is Composable the right fit for you?

There’s no “one-size fits all” in composable—careful curation of technologies is the point. With strong collaboration between partners, composable delivers on its promise for financial service organizations.

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Success Story

Ohio National Financial Services

Migrating and launching 3 sites simultaneously that provide personalized content and create meaningful journeys.

Scalability and Flexibility: setting the foundation for scalability with reusable components and content that can be shares across sites.
Multisite: migrating and launching 3 sites simultaneously.
Award of excellence: Receiving an Award of Excellence from the Cincinnati Chapter of the PRSA.