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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.

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

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. 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. 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
  • See how businesses like yours have grown with CoreMedia
  • Guidance on changing platforms like a pro
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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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