B2B Financial Services Firm's Contextual Marketing Solution

Complete new digital solution paves the way for nationwide expansion



A national B2B Financial Services firm with nationwide expansion plans knew their website solution was outdated. It was not meeting their desires to be a leading and innovative thought influencer in the Financial Services industry. They chose to partner with XCentium because they needed a full service digital firm that could collaborate with them on branding and design, content strategy, and user experience, while delivering a superior B2B technological solution that would set them up to successfully achieve their rapid business growth objectives.



A national Healthcare Association partnered with XCentium to create a back end solution with the Sitecore Experience Platform for their new website design. The client wanted to run their entire business online to support and educate Healthcare professionals, while focusing on the user experience. Their secondary goal was to harness the power of the Sitecore Experience Platform for their marketing and analytics needs.


Healthcare Nurses  



Because the client wanted to run their entire business online, the Sitecore Experience Platform was the best software choice.  This enabled the client to leverage the power of machine learning for personalized marketing, analytics to determine best ways to market to customers, as well as multivariate A/B testing to determine how their clients respond to various advertisements.


The XCentium team created two customized integrations on the Sitecore Experience Platform for this client:

 netFORUM Association Management System. The AMS software enables an association to:

  • Store and edit member information in a database
  •  Create, track, renew and purchase memberships
  •  Omnichannel communication with members
  •  Organize member events and sell tickets
  •  Publish and produce video and text messaging

Solr Search, an open enterprise search platform. Features include:

  •  Full text search
  •  Hit Highlighting
  •  Real time indexing
  •  Dynamic clustering
  •  Database integration
  •  NoSQL features
  •  Rich document handling



This national Healthcare Association was able to port over extensive business processes and information to a new technology platform while also upgrading their association management software. The Sitecore Experience Platform CMS also enabled the client’s marketing team to make changes to their new website without having to go through their IT team.


A member dashboard was also created so that each Healthcare professional that signs up for a membership can login and see a customized dashboard unique to them. It has the ability to feature events the member signed up for, classes they have already taken, and how many continuing education hours they still need. 


While the client does have a new updated design courtesy of an external agency, the true change for this national Healthcare Association is the technology that is empowering them to treat their members to a dynamic user experience.



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“XCentium formed a great partnership with a leading banking services provider for credit unions. It was a full engagement including UX, complete visual redesign, content strategy, email marketing campaigns and thought leadership platform refresh.”


Jerico Angeles, Lead Designer


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