Industry
Financial Services
Creating connected and secure experiences for financial services
The financial services industry is in the midst of a digital transformation, but it still faces many issues and operational inefficiencies that slow it down from serving customers in the best way possible.
From retail banking to wealth management, customers demand and expect a tailored and simplified experience throughout their journey – or as we like to call it, a connected customer experience. Highly individualized digital experiences are both table stakes and a solid proxy for interpersonal interactions that used to dominate.
At Horizontal, we understand the unique needs of the financial services industry, and are leaders at creating secure, connected experiences for your customers. Our expertise has helped some of the world’s largest financial services companies achieve longer-lasting, stronger customer relationships that lead to greater ROI and customer lifetime value.
We work with leaders in financial services
Proven success stories
See our financial services expertise in action.
Cadence Bank
See the workEmirates NBD
See the workRaymond James
See the work
We were very impressed with Horizontal's ability to elevate our brand for our website refresh. Thanks to their partnership, our website will continue to delight for years to come.
Our unique approach
Horizontal services that raise expectations
Digital Experience Management
We specialize in strategizing, creating, and executing enterprise digital experience platforms that elevate customer experiences while driving business outcomes.CX Strategy & Design
From websites to enterprise-level service, we’ve earned a reputation for creating intuitive brand experiences that keep customers coming back.Customer Data Management
Our deep expertise in data strategy and data technology platforms drives contextual personalization on a 1:1 level. Our process ensures the right data is gathered, unified, protected, stays consistent, and is actionable.Analytics & AI
We leverage best-of-breed machine learning and AI technologies to take your insights further – accurately predicting customer behaviors and personalizing experiences that build long-term relationships.Infrastructure, Integrations & Governance
We pride ourselves in providing safe hands and a knowledgeable team to guide customers through hosting, connecting, securing, scaling, and governing their experience platform infrastructure.Marketing Automation
Our expertise powers successful communication programs across email, SMS, social, blogs, and other content vehicles that result in personalized messages at scale for unique users.Sales, service & CRM
We know the intricacies of sales platforms and how to synergize the across your martech stack. This connected approach enables us to capture more actionable data to build stronger relationships across every conversation.Managed Services
Transformative digital experiences require constant care and nurturing. We provide fully customizable programs empowering clients to decide what they want to manage themselves and what to outsource.
Our industry expertise
Discover all of our financial services thought leadership.
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Why data is key to creating connected banking customer experiences
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Why omni-channel personalization is crucial to the financial services industry
Cashing in on customer experience
Download this whitepaper to discover how to create omnichannel experiences for every online and in-branch interaction.
Promoted Content
Insights
Four keys to digital ROI in the financial services industry
Read more on for why strategies like personalization and alignment drive growth
See MoreFour keys to digital ROI in the financial services industry