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CoreMedia for Financial Services

Transform customer experiences in Banking 

Exceed your clients' expectations with personalized and secure digital experiences. CoreMedia’s industry-leading solution empowers banks, credit unions, financial institutions and global enterprises worldwide. 

With a proven track record of modernizing digital infrastructures, improving content accessibility and driving personalized customer interactions, CoreMedia helps you redefine what exceptional customer experiences look like.

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

Why CoreMedia for Banking?

Seamless, omnichannel experiences

Deliver unified customer experiences across branches, mobile apps, websites and contact centers. With the CoreMedia Experience Platform, you can integrate every channel to ensure your customers receive consistent and relevant interactions at every touchpoint. 

AI-powered personalization

Combine AI-driven analytics with real-time, privacy-first data to deliver tailored experiences. By using zero- and first-party data, our platform ensures personalization that is both highly accurate and fully compliant, helping you build trust. Whether it’s a new visitor exploring loan options or a returning customer managing their account, every interaction is customized to individual needs, driving higher satisfaction and long-term loyalty.

Human + AI collaboration

AI excels at processing large sets of data and automating repetitive tasks, but trust and empathy remain human traits. CoreMedia enables your teams to better understand customer needs in real-time while maintaining the personal touch that grows lasting relationships.  

Provide your customers with the option to connect with a human advisor at critical moments in their online journey, such as when filling out a credit application, upgrading their loan, navigating complex investment options, or finalizing mortgage decisions. This not only improves customer satisfaction and trust but also boosts conversion rates by providing personalized support when it matters most.

Advanced security

Trust is the foundation of banking. Our solutions are designed to meet the strictest security and compliance requirements, offering flexible hosting options, including on-premises, hybrid, and cloud models, to protect sensitive customer data. Whether you require complete control over your infrastructure or prefer a hybrid approach, CoreMedia ensures your data remains secure and compliant. 

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.

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.

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 banks 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 workflows with automation, optimize resources using intelligent lead scoring and coordinate omnichannel campaigns effortlessly to achieve operational efficiency.

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 offering financial health check-ins or promoting relevant savings plans.

Transforming Banking CX:

7 Tactics to Drive Conversions and Retention in 2025

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.

Get the white paper
Transforming Banking CX: 7 Tactics to Drive Conversions and Retention in 2025

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.

Our team of experts are your team of experts

Get to know CoreMedia with a personal introduction from an expert.

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
Smart content management

Surprise and delight customers with iconic content everywhere, all the time.

  • Preview in-context before publishing
  • Unlock the power of your teams with workflow and scheduling
  • Keep it compliant with built-in DAM
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Personalized Experiences
Personalized experiences

Nurture customers with personalized experiences at every opportunity.

  • Omnichannel customer targeting
  • Link customer data platforms to leverage audience insight
  • Integrate artificial intelligence driven hyper-personalization
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Omnichannel Engagement
Real-time conversations

Convert visitors into buyers with conversational experiences, contextual content and a human touch.

  • Guide customers through their buying journey using video shopping, chatbot, live chat and more 
  • Manage all calls and gain insights into interactions from web to contact center
  • Prioritize contacts and let high-value users talk to real people, to maximize ROI
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Guided Selling
Inspirational commerce

Grow your business by connecting the buying journey and converting sales.

  • Built-in connectors for Salesforce, SAP, HCL, Elastic Path, Spryker and more
  • Integrate live product feeds at a global scale
  • Turn rich media into one click shoppable content 
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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.

 

CoreMedia Experience Platform

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