Case Study: National B2B Financial Services Firm Achieves Personalized Digital Growth with XCentium

New Solution Paves Way for Nationwide Expansion

National B2B Financial Services Firm partnered with XCentium after recognizing that its outdated website was no longer supporting its goals to become a leading, innovative thought leader in the financial services industry. The company needed a full-service digital partner to help with branding and design, content strategy, user experience, and a stronger B2B technology foundation for nationwide growth.

XCentium delivered a personalized digital solution built on Sitecore 8.2, using buyer personas, contextual marketing, a streamlined content strategy, responsive design, and integrations including Coveo, geolocation lookup, and Marketo-connected web forms. The new experience improved personalization, search visibility, analytics, and email marketing tracking, helping the client better understand customer behavior and create more effective campaigns.