Episerver is committed to help you come back stronger. Learn more about our COVID-19 response.

All customer success stories Content Cloud customers Commerce Cloud customers Financial services B2B manufacturing B2B distribution B2C retail Commerce Cloud Content Cloud Content Recommendations Content Intelligence AI Personalization Cloud services All capabilities Financial services B2B manufacturing B2B distribution B2C retail Resource library Customer Hub Trust Center Content management Ecommerce Personalization Email marketing CCPA Articles Guides Reports & Studies Events Webinars Customer success stories Partner Network App Marketplace Training & Certification Support Expert Services Managed Services Customer Hub User Guide Quick start for developers Developer documentation Developer community

Episerver for Financial Services

Episerver Content Cloud for Financial Services ensures the security and stability of your website, while enabling you to deliver personalized customer experiences. Our intelligent marketing automation and headless API enable you to move the customer journey forward in all channels.

Episerver Content Cloud for Financial Services

Episerver Content Cloud makes it easy for financial services providers to deliver better experiences. It also enables organizations to accomplish more with less people. 

  • Drag and drop content to quickly create new pages
  • Easily work with images, videos and documents
  • Automatically A/B test text, headlines and images
  • Use enterprise search that guides visitors faster.

Security and stability in the cloud

Episerver offers a managed and monitored cloud solution, hardened against attacks. Our platform is trusted by dozens of companies in financial services.

  • Automatically handle sudden traffic spikes
  • Add new capabilities when they are needed
  • Get new features via continuous releases.
  • Certified to the ISO 27001:2013 standard.

Episerver Personalization for Financial Services

Episerver’s solution combines artificial intelligence and rule-based personalization to automatically deliver the right content for each visitor. This helps your customers find what they want faster and improves your results. Our solution personalizes:

  • Content recommendations
  • Search and navigation
  • Recommendations in emails.
  • Offers based on internal customer information.

Episerver Headless CMS API

Use Episerver’s headless content management to add content to your online banking sites and apps. Customers can also log in to online banking directly from your digital marketing campaigns.

  • A single content source for all your digital channels
  • Easily edit and control content in one place
  • Make content accessible for display on multiple devices.
  • Provide content for applications that are not HTML-based.

Episerver Marketing Automation

Episerver Marketing Automation helps you send triggered emails, texts and messages at exactly the right time. It can deliver always-on campaigns to welcome or re-engage your customers, as well as personalized content to segments or individuals.

  • Drag and drop to quickly set up campaigns
  • Deliver consistent messages in all channels
  • Send triggered messages based on behavior
  • Add our AI to send 1:1 personalized messages.

Getting financial services providers ready for a digital-first future

Visits to retail bank branches are set to drop 36% by 2022. At the same time, mobile transactions will increase by 121%. The lesson: companies in financial services must prepare for a digital-first future.
  • 42% of banking customers have defected to a competitor based on a single offer.

    Half of them report that they would have stayed with their bank for the same offer. Episerver enables you to leverage internal customer information to create personalized offers in real time.
  • Replicate the services and expertise from your branches online.

    Episerver helps you easily provide searchable FAQs, knowledge bases, and live chat from LivePerson. You can also increase account originations and inquiries with intuitive, personalized forms.
  • Forrester estimates Episerver reduces content creation time by 50%.

    Eastern Alliance Insurance was able to cut their editorial workload in half after moving to the Episerver platform. Alaska USA Credit Union reduced their content creation time from weeks to hours.
  • The average cost of a data-center outage is estimated at $740,357.

    Episerver’s cloud services offer an application-level 99.7% SLA, which ensures not just uptime of the server, but operation of the website itself.
  • 86% of consumers say they were “not at all likely” or “not very likely” to do business with an organization that had suffered a data breach.

    Episerver has proven security processes, such as enforcement of duty separation, and extraordinarily strong DDoS mitigation features. Hundreds of the biggest brands in the world trust us, including dozens of brands in financial services.
  • Content quality errors cost companies millions of dollars a year.

    Episerver's editorial workflow tools enable you to control who can edit or create content, manage approvals, and review the state of your website at a specific point in time.

See Episerver for Financial Services in action

Forrester’s cost and benefit analysis of Episerver

See how quickly Episerver customers get a return on investment in the Total Economic Impact™ study conducted by Forrester Consulting. Forrester concludes that Episerver can provide customers a 443% return on investment over three years with a payback point of less than 6 months.

Get a demo of our solution

Learn how you can create experiences your customers really want. It's an easy 3-step process.

  1. First, you schedule a 30-minute discovery call by submitting this form.
  2. Next, we show you a custom demo based on your requirements.
  3. Third, we help you find a certified Episerver implementation partner so you can get started!

Episerver uses cookies and browser technologies for analytics, personalized content and ads.