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Secure, compliant CMS for banks

Transform customer experiences in Banking 

Banks choose CoreMedia as a CMS when content has to be secure, compliant, and consistent across every market and channel. It runs where your data needs to live, in the cloud, private cloud, on-premise, with EU-hosting and data residency if needed. CoreMedia offers enterprise-grade governance and audit trails your regulators expect. The same platform powers the personalized web, mobile, and in-branch experiences that win and keep customers. 

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Transforming Banking CX: 7 Tactics to Drive Conversions and Retention in 2025
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A secure CMS built for regulated financial services

Banks and financial services run on trust, and trust now means proving where your content and customer data sit, who can reach them, and how changes are controlled. CoreMedia gives your compliance and security teams a defensible foundation: 

  • Host where it makes sense for your business: cloud, private cloud, on-premise, or hybrid, with EU data residency and EU based hosting options available.
  • ISO/IEC 27001:2022 certified and GDPR-ready, with role-based access and complete audit logs.
  • Support for your obligations under GDPR, DORA, and the EU AI Act, with governance and resilience built into the platform.
  • Privacy-first personalization: deliver relevant experiences without compromising consent compliance, with no dependency on third-party cookies or cross-site tracking.
  • A European vendor, CoreMedia GmbH, headquartered in Hamburg since 1996. 
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Compliance, control and data residency built in

Manage policy documents, product disclosures, and self-service content across languages and regions from one governed source. Localization and translation workflows keep every market consistent and on time, while staying flexible enough to adapt to local needs and regulations. Approval workflows keep legal and compliance in the loop before anything publishes. 

Enterprise Ireland runs its client portal and content across 39 international offices on CoreMedia’s CMS, with localized, multi-market delivery and GDPR compliance, live in 90 days.

Keep customer data inside the EU, or inside your own infrastructure. CoreMedia runs in an EU region, your private cloud, or fully on-premise, so you decide where content is stored and processed. (Link to the EU-hosted enterprise CMS page.) 

Germany’s central bank, Deutsche Bundesbank, builds its digital platform on CoreMedia, the kind of institution that cannot compromise on security and control.

Every change is role-controlled and logged. Reviewed and confirmed publication workflows, complete audit trails, and granular permissions let you show an auditor who changed what, when, and with whose approval. 

Truity Credit Union relies on CoreMedia’s workflows and approvals to keep content consistent and compliant while giving its teams the freedom to create.

Four questions to ask before choosing a CMS for financial services

Can marketing content reach core banking systems?

Marketing content should never have a write path into core banking systems. A campaign page or a content update should not be able to touch the systems that move money. Why that matters depends on who you ask:

  • The digital team wants release independence. Core systems change on a controlled schedule, while a CMS changes daily.
  • Information security wants the exposure contained. A CMS has more editors, integrations and deploys than anything else in the estate.
  • Compliance wants the CMS out of scope. A CMS that only publishes marketing pages usually sits outside DORA's category of critical or important functions. One wired into transactional journeys can end up inside it.

Deutsche Bundesbank, Germany's central bank, moved its monetary policy and economic research publications onto a headless CoreMedia setup where the frontend is decoupled from content management. The content system publishes to the applications, it does not live inside them.

Can one CMS platform serve several business units without forcing one workflow?

Large financial groups are rarely one publishing organization. A retail bank, a private bank, a corporate arm and regional entities each have their own editorial teams, approval rules and sometimes their own supervisory authority. Force every unit into one workflow, and the units with different obligations start working around the system. Give each unit its own instance, and the group loses the reuse and consistent governance that justified consolidating.

What sits between them is a multisite setup with a governance model that varies by unit while content and brand assets stay shared.

IKB Deutsche Industriebank ran several websites on separate legacy systems. When it consolidated onto one platform, it set two conditions: full control of its own sites, and clear role-based user management. "We are still a bank, so this has to be bulletproof," as IKB's Matthias Münch put it.

How fast can your team publish and personalize without IT?

Your team should be able to launch a savings campaign, publish a market update or fix a product page on its own, inside approval workflow compliance already agreed to. If every change needs a developer or a release window, the customer experience fails. 

What to check in a demo: 

  • An editor builds a landing page for a new savings product, previews it on web and app, and sends it through approval without a developer. 
  • The same page shows a different variant to a first-time visitor and an existing customer, and each variant goes through approval before it goes live. 
  • A disclosure updated once changes on the website, app and portal at the same time, including its translated versions in every market. 
  • A customer who hesitates on a mortgage or account-opening page can be offered live chat, a callback or a video call with an advisor. 

The CoreMedia DXP offers editors the ability to assign audience segments and set up A/B tests directly on the content item they are working on, in the same interface they use to write, preview and publish.

Can your team use AI without losing control?

AI can draft, summarize and tag content in seconds. In a regulated business, though, an unreviewed AI text on a product page is a compliance risk. Ask the vendor three things: 

  • Does every AI suggestion go through a human before it publishes? 
  • Which language model does it run on, and can you choose one your data protection team has approved? 
  • Where does the AI processing happen? 

CoreMedia KIO, the AI assistant built into CoreMedia DXP, cannot publish content without a human in the lead. Editors review and approve every suggestion, and it works with the language model you choose, including OpenAI, Azure OpenAI and Anthropic Claude. Our guide to EU AI Act compliance for content teams covers the regulatory side. 

Checklist for choosing a CMS for financial services

Checklist for choosing a CMS for financial services
Area What to require What to ask the vendor for
Core system boundary Content delivered over documented APIs, no write path into systems of record, no shared release schedule An architecture diagram showing content flow and system boundaries
Security evidence A current ISO 27001 certificate covering the platform you are buying, a tested disaster recovery plan, a recent penetration test Each document with its date, scope and, for tests, whether findings were closed
Access and SSO SAML-based single sign-on with your identity provider, multi-factor authentication, roles per business unit A live connection to your identity provider and a permission model for two units
Approvals and audit trail Four-eyes approval as a minimum, multi-step approvals per unit, full version history, a change log compliance can export A demo of a two-unit approval flow and an exported audit log
Deployment and data residency Managed cloud in an EU region you choose, private cloud or on-premises, fixed in the contract per entity Hosting locations named per environment and the subprocessor list
Exit and data handover Full content export in a portable format The export process and how long a handover takes
Editorial speed Visual editing and omnichannel preview, with no developer needed for routine changes A live demo run by a business user
Translation and localization A changed disclosure updates in every market and language, with translations tied to the source A demo of one disclosure change reaching the translated pages, and how outdated translations are flagged
Personalization and CX Segments and A/B tests managed by editors, each variant approved, human handoff to advisors A demo of a personalized variant going through approval
AI governance Human approval on every AI suggestion, a choice of language model, a known processing location Documentation of where AI runs and how its output is reviewed
Updates A predictable release cycle and long-term support versions The release cadence and how breaking changes are announced
Total cost of ownership Routine copy changes handled by editors, with no developer or release needed Which routine changes need a developer, and which metrics the license is based on

Why CoreMedia for Banking?

Seamless, omnichannel experience

Deliver unified customer experiences across branches, mobile apps, websites and contact centers. The CoreMedia Experience Platform connects every channel, so customers get relevant, joined-up interactions at each touchpoint.

AI-powered personalization

Combine AI-driven analytics with real-time, privacy-first data to tailor every experience. Using zero- and first-party data, the platform keeps personalization accurate and compliant, so a new visitor exploring loan options and a returning customer managing an account each get content matched to their needs. The result is higher satisfaction and stronger loyalty, built on data your customers trust you with.

Human and AI collaboration

AI handles large data sets and repetitive tasks well, but trust and empathy stay human. CoreMedia lets your teams read customer needs in real time while keeping the personal touch that builds lasting relationships. Give customers the option to reach a human advisor at decisive moments, such as completing a credit application, upgrading a loan, weighing investment options, or finalizing a mortgage. That lifts both satisfaction and conversion by adding personalized support at the moments that decide the outcome. 

Advanced security and compliance

Security underpins every financial relationship. CoreMedia is ISO/IEC 27001:2022 certified and GDPR-ready, with role-based access, approval workflows, and audit logs that keep sensitive customer data protected and every change accountable. Hosting and data residency options, and how the platform supports GDPR, DORA, and the EU AI Act, are covered in "A secure CMS built for regulated financial services" above.

Features that transform Banking CX

Headless CMS

Deliver dynamic, tailored experiences with a powerful CMS. Seamlessly integrate into your tech stack, scale solutions effortlessly, and ensure compliance with robust governance tools for efficient localization and personalization across regions and segments.

Real time publishing

Push urgent content live across multiple channels in seconds — rate changes, regulatory notices, or market alerts — without bypassing your approval workflows. Compliance stays in the loop even when speed is the priority.

Service Configurator

Provide a conversational interface that guides users in selecting and customizing products or services. Allow customers to input information, make choices and ask questions in one seamless interface.

Click-to-call

Allow website visitors to request a free call with immediate connection to your customer support or sales teams when they need it to complete their financial journey. 

Live Chat

Enable website visitors to connect directly with your team for personalized assistance. Live Chat empowers agents with real-time insights, enhancing customer journeys and maximizing ROI.

Digital Signage

Manage and publish content to screens in bank branches directly from the same platform your web and mobile teams use. No separate system or workflow, update campaign content and compliance notices across every channel at once, including your branches. 

Omnichannel Personalization

Engage customers by personalizing content, creatives, and offers based on their profile and behavior, such as customizing experiences for new visitors, returning users or logged-in customers. 

Recovery Workflows

Guide customers forward with automated, personalized emails, SMS or calls. Notify them of loan pre-approvals, suggest savings plans, or remind them of incomplete applications based on their history and intent.

NPS and Mood Surveys

Assess customer satisfaction with NPS or mood surveys to tailor future interactions. For example, reward satisfied customers with loyalty benefits or offer personalized advice to address concerns.

Key benefits for Financial Institutions

We empower financial institutions to deliver personalized experiences across all channels while building trust through secure and consistent interactions, supported by real-time customer insights for agents and automated personalization.

Simplify content management workflows with AI-driven marketing automation, optimize resources with intelligent lead scoring, and effortlessly coordinate omnichannel marketing campaigns to boost operational efficiency.

Achieve scalable, data-driven automation and improve team productivity with an intelligent content management system (CMS) built for seamless omnichannel banking experiences.

Tailor recommendations to guide customers effectively, reduce drop-offs through proactive engagement tools and improve decision-making with comprehensive analytics.

Strengthen relationships with personalized post-sales engagement, re-engage lapsed leads using recovery workflows and enhance customer satisfaction with tailored follow-ups, such as financial health check-ins or relevant savings plans.

Stay audit-ready as obligations like GDPR and DORA expand, with the governance and control to prove what was published, when, and by whom, across every market. Strict governance doesn't have to mean slow delivery. The German Armed Forces ran Bundeswehr.de on CoreMedia for nearly a decade across multiple tenants and thousands of pages.

Transforming Banking CX:

Banking is evolving faster than ever, and customers now demand seamless digital experiences, personalized attention and genuine support. Meeting these expectations isn’t just important, it’s how financial institutions stay ahead.

Get this white paper and discover 7 actionable strategies for creating unforgettable customer experiences, building loyalty and driving growth, by combining the power of AI with a human touch — not just to keep up but to lead the way.

Book a demo, or talk to an expert about GDPR, DORA, EU hosting, and multilingual content for your institution.

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Transforming Banking CX: 7 Tactics to Drive Conversions and Retention in 2025

What criteria should I consider when choosing a CMS for financial services?

Look at five areas: security and compliance, workflow and approvals, architecture, integrations, and how fast your editors can publish and personalize. Financial services sites carry more risk than a standard corporate website: they handle sensitive data, need multi-step approvals and have to keep a complete audit history. Most shortlisted platforms pass the security baseline, so weight the rest by your own structure: a single-entity insurer can treat governance lightly, a group with several licensed entities cannot, and anyone whose content sits near a transactional journey should put architecture first.

What are the best CMS options for financial institutions?

There is no fixed list, and the useful question is which shortlist your own structure produces. A multi-entity banking group and a single-brand insurer will reach different finalists from the same market. Start from your entity structure and your core system boundary rather than from a vendor roundup. CoreMedia Digital Experience Platform covers each of these areas, and Deutsche Bundesbank and IKB Deutsche Industriebank are running proof: a central bank with its publications decoupled from its delivery applications, and a bank that consolidated separate legacy systems onto one platform its own team controls.

Does a CMS for financial services need to be headless?

A CMS for financial services needs a clear boundary between published content and transactional systems. Headless architecture is one way to deliver that boundary, and it earns its place when the same content also feeds apps, portals and in-branch screens. A headless CMS wired directly into a core system delivers no boundary at all, so ask for an architecture diagram showing which system calls which.

What security evidence should a CMS vendor provide in a financial services RFP?

Ask for evidence issued or retested within the last 12 months rather than whatever was current at the last audit cycle. A compliance certification says an audit was passed, while compliance evidence shows when it happened, who performed it and what was tested. The dates matter more than the list: an ISO 27001 certificate issued three years ago with no surveillance record tells you less than a penetration test from last quarter with its findings closed. The evidence is what you file in your own records and show your supervisory authority.

Is CoreMedia GDPR-compliant for financial services?

CoreMedia is GDPR-ready and ISO/IEC 27001:2022 certified, with EU data residency options, role-based access, approval workflows, and audit logs. These give compliance teams a defensible foundation. Compliance depends on how the platform is configured and operated.

Can financial institutions host CoreMedia in the EU?

Yes. CoreMedia can be hosted in an EU region so content is stored and processed within Europe, or in your own private cloud or on-premise.

Does CoreMedia support DORA and operational resilience requirements?

DORA sets ICT risk and operational resilience requirements for EU financial entities. Under DORA, the CMS contract also goes into your register of ICT contracts, classified by whether it supports a critical or important function. CoreMedia supports these obligations with flexible EU hosting, role-based governance, audit logs, and a proven record of stability with institutions like Deutsche Bundesbank and German federal parliament. Your compliance team owns DORA compliance; CoreMedia provides controls to build on.

Can CoreMedia run as an on-premise CMS for a bank or insurer?

Yes. CoreMedia runs on-premise, in a private cloud, on any major cloud, or in a hybrid setup, so you can keep sensitive workloads inside your own environment.

How do banks manage multilingual content and localization in their CMS?

Use a single governed source with built-in translation and localization workflows — so you manage content across languages and regions from one place, with governance and approvals to keep every market consistent and compliant. CoreMedia manages this in one platform, with per-market permissions and full audit trails.

Which financial institutions use CoreMedia?

Deutsche Bundesbank, Eurex, IKB, LGT and Truity Credit Union build on CoreMedia, among other financial and public institutions.

How can banks use AI in content management while staying compliant?

Keep a person accountable at every step. A rate, fee or disclosure on a public page is a statement a supervisor can hold the bank to, so AI output should never go live unreviewed. AI in a regulated environment should be baked directly into your content workflows, so it never operates outside the system, outside your governance, or outside your data boundaries. That means working inside existing roles and permissions, requiring named editor approval before any AI-assisted change goes live, and giving you the choice of which language model processes your data, including models hosted within your own infrastructure. CoreMedia comes with AI out-of-the-box, with human oversight in the architecture, in line with the EU AI Act's requirements for regulated environments. 

Our banking success stories

How Truity Credit Union found the freedom to create engaging customer experiences.

Enhancing digital efficiency for a major institution like Deutsche Bundesbank.

Transforming Enterprise Ireland’s global impact in just 90 days.

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What you’ll get

  • Explore key features relevant to you
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Dynamic Content

Content Management

Create highly engaging content for all channels, regions and languages - turbocharged by AI.

  • Create, edit, and publish instantly to every channel, any time
  • Automate operational content tasks with CoreMedia KIO AI
  • Maintain quality and compliance with localization and governance tools.
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Personalized Experiences

Personalization & Experimentation

Deliver personalized experiences that adapt to each user – powered by data, insights and ongoing optimization.

  • Combine content, data, and AI to tailor every interaction
  • Keep user profiles up to date with behavioral and transactional data
  • Test, learn, and optimize with A/B experiments to increase ROI.
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Omnichannel content strategy for CoreMedia Touchpoints with AI personalization

Marketing Automation

Automate and orchestrate campaigns across every channel – turning data into timely, relevant messages.

  • Plan and launch omnichannel journeys powered by lead scoring
  • Automate outreach via email, SMS and digital ads integrations
  • Keep your marketing relevant from the first touch to conversion.
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Guided Selling

Customer Engagement

Turn visitors into loyal customers with conversational, human-centered experiences.

  • Engage instantly via chatbots, live chat, click-to-call, video shopping and more
  • Blend digital and human interactions to reduce friction and build trust
  • Empower agents with AI-driven insights
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Elevate your digital experiences.

Choosing a DXP is a big decision, and we’re here to help. Whether you're looking for a new CMS or want to enhance your website with engagement tools to boost conversions, we'll consult you to realize your digital ambitions.

 

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