Digital experiences for banks and insurance companies

Create engaging digital experiences for your customers and support the digital transformation at your bank, insurer or other financial institution. Improve client relationships with a secure and future-proof digital platform that integrates with your core banking system and tools.

Read how we do it:

Digital transformation for better customer experiences
What is a DXP for the banking sector?
Combining online and offline touchpoints at banks and brokers
Customer success story: Belgian bank
Key DXP benefits for banks and insurers
Drupal and open source at financial institutions
DXP advantages for banking IT team

Better customer experiences through digital transformation

Banks, brokers, and insurance companies constantly seek ways to gain market share and create a better customer experience in an ever-evolving digital landscape. At the same time, they have to adhere to strict compliance requirements and changing regulations that impact their digital transformation. A flexible and secure Digital Experience Platform (DXP) is the foundation that financial players need to cater to their customers' needs and empower marketing teams to design impactful campaigns that attract new audiences.

What is a Digital Experience Platform (DXP) for the banking sector?

Design a fully personalized digital customer experience for your financial services clients with Dropsolid Experience Cloud. Our open Digital Experience Platform (DXP) provides the flexible backbone for financial organizations looking to serve their existing and potential clients through various digital touchpoints. This helps client managers and marketing teams to build better relationships with their customer base and provide a seamless experience, more operational efficiency and personalized service. Dropsolid Experience Cloud is based on open-source technology and integrates easily with all other platforms and tools in your IT ecosystem.

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Seamlessly combine online and offline touchpoints

The best Digital Experience Platforms combine flawless, integrated customer experiences with superior operational efficiency for your front and back-office teams. Dropsolid Experience Cloud is capable of powering digital experiences that combine different touchpoints for every type of financial institution. Marketing teams at retail banks can create an online-first approach in their campaigns to customers, while private banking institutions can support in-person branch visits with additional, highly personalized content. Integrated workflows improve flexibility and customer satisfaction for every marketing scenario.

Dropsolid builds best banking website for Beobank according to Sailpeak barometer

We are incredibly proud that Beobank's website—developed by our Dropsolid experts—has been named the best website in the retail banking category by Sailpeak. The consulting firm judged that Beobank offers the best banking experience in Belgium, the Netherlands, and France. This recognition reaffirms our constant commitment to seamless, innovative, and digital experiences.

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Customer success story: a Belgian bank

Building and maintaining leadership in the banking sector demands a forward-thinking digital strategy and flawless execution. A customer-centric online experience built on a flexible DXP helps to attract and retain customers while ensuring full compliance with regulatory and security standards.

Building a seamless online banking experience on a versatile platform

One of Belgium’s top banks approached us to improve its digital strategy and online presence. This initiative required a radical overhaul of its three main websites: corporate, consumer, and online banking. To maintain its digital banking leadership position, the bank was looking for a scalable and future-proof platform with quick deployment capabilities and robust performance. We set to work to deliver a modular Drupal environment with custom features and integrated external tools. This solution empowers the bank’s internal marketing team to take full control of their revamped digital experience.

Challenge

Create a powerful platform with an excellent user experience for all target groups, while providing marketers with sufficient freedom to manage the content and pages they created.

Solution

A modular Drupal website, including advanced content moderation with different permission levels.

Result

A robust Drupal infrastructure with modular site-building options, centralized in Dropsolid Experience Cloud and fully integrated with the bank’s internal systems.

Lessons from the success of this banking case

A smart Digital Experience Platform helps give back control to internal marketing teams so they can set up their landing pages, campaigns, and other content without relying on their IT team or external partners. Modular site building with advanced content management workflows and easy-to-use integrations with external tools help to go to market faster with new digital capabilities. At the same time, the quality of delivery and implementation is safeguarded through stringent security measures and full GDPR compliance.

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Key DXP benefits for banks and insurers

Customer convenience

Existing and potential clients benefit from integrated, streamlined communication across all touchpoints, including chat, phone and website content. Tailored suggestions provide upsell opportunities based on the unique profile of your visitors.

Fast and easy marketing

Your marketing team is able to set up landing pages, create campaign websites and add new multimedia content to your website properties without intervention by your IT team or external partners.

Analytics to drive customer engagement

Understand your target groups by using aggregate data and integrated marketing tools across all digital touchpoints. Advanced analytics help you to improve your market strategy and find out what campaigns resonate most with your audience.

Operational efficiency

Boost your workers’ efficiency with Dropsolid Experience Cloud at the heart of your financial institution. Connect your existing CRM to create a secure, unified sales and business operations hub that lives in the cloud and is accessible from your headquarters, local branches and by remote employees.

Drupal and open source at financial institutions

Our Dropsolid team uses the power of Drupal and open source to build digital experiences for financial institutions. Dropsolid Experience Cloud has Drupal technology at its core, allowing us to build scalable platforms that integrate with your existing marketing and security tools and core banking system. Drupal is leading open-source technology that provides a flexible, sustainable, and future-proof foundation for global digital experiences in the banking sector and beyond.

DXP advantages for IT teams in the banking sector

Different levels of growth and digitalization in regional target markets call for a custom approach from financial service providers. A scalable, open DXP is designed to grow at the pace of your different target groups and regions. This allows IT teams to centrally manage their secure digital platforms while focusing on their core tasks. At the same time, data sharing and open communication allow for a client-centric organization.