Connect trusted information, customer context, and the journeys that support lasting relationships.
XCentium helps financial services firms implement, integrate, and improve content, customer engagement, and service platforms. We connect websites, search, CRM, data, and AI to support customer and advisor journeys, approved knowledge, personalization, and ongoing digital operations.
Years in business
15+
Platform certifications
200+
Projects delivered
1,500+
A customer exploring an insurance product, a financial professional seeking resources, and an existing account holder need different paths. We help organize those journeys around clear information and appropriate access. Content ownership, approval workflows, privacy requirements, and the handoff into transactional or service systems are part of the design.
Our digital consulting and implementation services support organizations across these sectors.
Community, regional, commercial, and other banking institutions
Credit unions and other member-owned financial institutions
Property and casualty, life, mortgage, specialty, and other insurance organizations
Asset managers, investment firms, and institutional investment organizations
Wealth management, financial advisory, retirement, and related financial services organizations
Consumer and commercial lenders, mortgage organizations, and payment providers
Map the steps customers, members, and financial professionals take to research products, request information, and access services. Prioritize experience and technology changes around usability, business value, and integration dependencies.
Implement CMS and DXP platforms with reusable product information, disclosures, educational content, and approval workflows. Help teams manage updates across brands and regions while coordinating publishing responsibilities with internal compliance and legal reviewers.
Make public product information, resources, and expertise easier to find and understand. Improve site search, information architecture, and content clarity, and evaluate how the organization is represented in search results and AI-generated answers.
Connect inquiries, customer records, and service knowledge with relationship and support workflows. Configure routing, reporting, and integrations so teams can respond with relevant context while respecting the access rules that apply to each role.
Connect approved customer and behavioral data for reporting, segmentation, and personalization. Build AI-assisted access to internal knowledge and support document workflows for employees. Design permissions, source traceability, and review around the information and decisions involved.
Assess existing investments before recommending a migration or architectural change. Improve integrations, application performance, cloud operations, and delivery workflows, then support maintenance and enhancements across the agreed digital environment.
Trust in a financial relationship is shaped across research, advice, and ongoing service. Digital channels should preserve useful context as people move between those stages. Clear content ownership and appropriate data access help organizations make that continuity practical, including when AI supports employees or customers.
Dave Stawinski
VP, Digital | XCentium
Case study
Modernized digital experience to support scalable, personalized customer engagement across multiple brands and properties.
Built a foundation with reusable components and shared content across sites.
Delivered a coordinated multisite implementation across properties.
Received an Award of Excellence from the Cincinnati Chapter of the PRSA.
Evaluate platform fit, architecture, and implementation requirements to support long-term digital experience goals.
Align your CRM platform, workflows, and customer processes to improve efficiency and engagement.
Evaluate the quality, structure, and accessibility of your data to support analytics and AI initiatives.
XCentium delivers digital platform strategy, experience design, CMS and DXP implementation, search, CRM integrations, customer data, personalization, AI, and ongoing support. Work can focus on public websites, professional resources, customer engagement, or the connections to existing transactional and service systems.
We work with your legal, compliance, security, and business teams to translate agreed requirements into content workflows, permissions, integrations, and validation activities. Technical implementation supports those controls. Compliance obligations and approval decisions remain specific to the organization, jurisdiction, and solution.
Yes. We assess the available interfaces and design integrations around the information needed for the journey. That can include inquiries, customer profiles, role-based content, and service requests. Authentication, data ownership, permissions, and update timing are defined as part of the scope.
We start with the audience need and the data your organization is permitted to use. Segmentation can reflect role, declared interests, or approved engagement signals. The design should specify consent, access, retention, and measurement before connecting additional data sources or activating experiences.
A useful starting point is a bounded workflow such as retrieving approved internal knowledge, summarizing documents for review, or assisting service teams. We assess data quality, permissions, output quality, and escalation. Each use case needs controls proportionate to the decisions or actions it supports.
Yes. Shared content structures and components can support several sites while preserving distinct journeys for customers, members, advisors, or financial professionals. We define publishing responsibilities, permissions, and CRM connections around each audience. Ohio National’s multisite implementation provides a published example of this approach.
Share your priorities across content, customer engagement, data, or platform operations. We’ll help define the improvements and implementation path that fit your environment.
