Personalized Solution

for B2B Financial Firm

New Solution Paves 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A national B2B Financial Services firm with nationwide expansion plans knew their website solution was outdated.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.   



The XCentium Creative team started the project by collaborating with their Marketing team to outline several buyer personas and develop a streamlined and impactful content strategy. From there, the teams brainstormed branding ideas and built a plan that delivered a stunning design that showcases their products and engages their audience. 

B2B Financial Services Company Masters Personalization


The XCentium Tech team implemented Sitecore 8.2 to capture the full marketing abilities that Sitecore Experience Platform offers. The buyer personas built by the Creative team were implemented through contextual marketing, facilitating a unique, personalized journey that refines each time a customer interacts with the Client’s website. Furthermore, each time a customer utilizes the site, analytics are captured helping the client understand their customer’s behavior patterns as it applies to their brand, enabling them to develop intuitive marketing and business strategies. 

  • This solution was created utilizing Sitecore’s Helix principle which allows a shorter time to market as well as easier upgrades to future Sitecore versions. Some key project integrations include: 
  • Geo-location look up enabling customers to quickly find locations near them based on their IP address
  • Coveo – a multi-faceted intelligent search function
  • Sitecore’s web forms for marketers, which passes all form information into Marketo



This project delivered compelling branding and a stunning design that propels our client, a national B2B Financial Services company, along the path to excel at their business objectives. This superior digital solution revolutionized our client’s business model by:

  • Creating content strategy streamlining messaging and business products in a more relevant manner
  • Developing contextual marketing campaigns based on buyer personas
  • Taking customers on a unique, personalized customer journey through the client’s brand evolving in personalization with each visit
  • Delivered a responsive design enabling clients to interact on any device
  • Gave the client’s marketing team the power to capture personalized email marketing campaign results integrated into Marketo
  • Optimized the client’s website to maximize search engine optimization facilitating brand recognition in search results 
  • Developed Sitecore Analytics giving the Marketing team real-time information on how their customers are interacting with information and products on the website, enabling the client to build more      effective campaigns 


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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.”


Stacie Alpizar,
Lead UI Designer



Key Integrations

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