Tridion for financial services

Create and manage content that serves customers and meets regulatory standards

Tridion is an intelligent content management platform that supports the specific needs of financial service organizations, helping you to build the best possible relationships with your customers and partners, globally and securely. Comprised of web content management and structured content management capabilities, Tridion solves the digital experience and documentation challenges faced by financial services, while also addressing regulatory pressure and high operating costs.

Why RWS?

Control content, build trust and remain competitive
27+ years of experience in the financial services sector
Trusted by 9 of the top 10 investment banks
Extensive experience in regulatory frameworks
Shield padlock
Multiple international security and quality accreditations

A content management system you can trust

Tridion transforms content management for St. James’s Place

Tridion has enabled St. James’s Place to implement a brand refresh in just a couple of months and allowed them to easily manage over 2,000 websites for their partners.

Areas of expertise

Tridion supports all sectors of the Financial Services industry.

Retail and commercial banking

Optimize user journeys across your digital channels with true personalization. Rapidly move into new markets by optimizing your content and language operations, while maintaining security and compliance, and avoiding risk and reputational damage.

Investment banking

Maximize the reuse of content in complex transactions such as initial public offerings (IPOs) and mergers and acquisitions (M&A), while securing information sharing of sensitive or confidential material.


Streamline complex processes such as quotes, claims and policy administration with our content management technology, allowing you to optimize customer experience and retention and enhance efficiency and profitability.

Asset management

Create and localize compliant and accurate fund content across different brands and languages, to increase speed to market for products and support investor communications.

Content management reimagined

Whether it’s internally facing content or customer facing digital experiences, Tridion can handle it all. Consolidate a fragmented landscape of disparate content management technologies, SharePoint silos and other repositories with a joined-up intelligent content platform that delivers:
Structured content management Web content management Knowledge management
Meet the quality and accuracy expectations of both regulators and consumers. Our component content management system (CCMS) simplifies the creation of factsheets, prospectuses, reports, Key Information Documents (KIDs) and other regulated content to maximize reuse, reduce complexity and accelerate speed to market.
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Deliver the best user experience for customers and make content volumes more manageable for your colleagues. Tridion's web content management system (WCMS) with its unique BluePrinting® feature helps you be more effective and productive in delivering personalized content, improving findability and optimizing user journeys across your digital channels to drive higher levels of customer satisfaction.
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Equip your organization with a faster way to connect customers, partners and employees with the information they need. As an enterprise knowledge hub, Tridion provides intuitive search, fast information discovery, easy collaboration and a single source of truth.
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A content management platform you can trust

Virgin Money Logo
“It’s this flexibility that we have with our Tridion Sites platform which allows us to offer our customers the information and products they want, in the style that works for them.”
Jeremy Walters, Head of Systems Development, Virgin Money
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California Casualty
“Adopting Tridion Docs helped me and my team greatly reduce the number of documents we curate and ensured that we could maintain consistency across all our content. It saves our staff a huge amount of time – helping them provide high-quality customer service and do their jobs more efficiently.”
Susan Lalor, Knowledge Management Team Manager, California Casualty
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See what Tridion can do for you
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