Squiz Digital Experience Platform (DXP) helps finance and insurance organizations build digital trust and deliver compliant, personalized experiences that drive engagement.
Marketing and digital teams in finance and insurance face pressure to deliver personalized experiences while meeting strict regulations. Legacy systems create silos, and AI search platforms like ChatGPT disrupt traditional acquisition, while fraud and privacy concerns demand secure, transparent interactions.
Squiz DXP unifies content, data, and journey orchestration in one platform - enabling compliant personalization, rapid adaptation to regulation, and clear ROI across channels without added complexity or risk.
Digital transformation
Connect existing core systems, CRMs, and policy platforms to a unified experience layer that accelerates content updates and reduces compliance review cycles.
Content discoverability
Structure content so it's easily discoverable across traditional search engines like Google, AI search platforms like ChatGPT, and your website.
Enable secure, personalized account access where customers view policies, initiate claims, update details, and request quotes without agent intervention.
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Squiz DXP is built with compliance embedded at the platform level, supporting GDPR, CCPA, and SOC 2 standards.
The platform implements security through ISO 27001 certification, SOC 2 accreditation, CSA STAR compliance, and AWS-certified data centers with 24/7 protection.
Consent and preference management tools let you control how customer data is collected, stored, and used across channels. All content changes and customer interactions are logged for audit trails, and role-based permissions ensure only authorized team members can publish or access sensitive information.
Keyword Search helps people find information by matching query terms to your content and returning a ranked list of relevant results they can filter and refine. It’s ideal for direct lookups, like specific policies, forms, or staff details.
Conversational Search supports natural-language questions. It interprets intent and returns a clear, AI-generated answer, with links back to the source pages so users can confirm details or explore further.
Together, they deliver a powerful on-site search experience for your users: Keyword Search provides fast, reliable retrieval across your content sources, while Conversational Search changes the experience for question-based discovery by turning results into an answer-led journey.
Yes. Squiz DXP includes iPaaS integration capabilities and composable architecture, allowing it to connect with legacy core systems, CRMs like Salesforce, marketing automation platforms, policy administration software, and claims management systems. This means you can unify customer data and content delivery without replacing existing infrastructure, reducing risk and accelerating implementation timelines.
Squiz DXP separates data collection, consent management, and personalization logic into governed workflows. Customers explicitly opt in to data use, and their preferences are respected across all channels. Personalization rules are applied based on anonymized segments or consented individual profiles, with all activity logged for compliance audits. Marketing teams can design personalized experiences without accessing raw sensitive data.
Implementation timelines vary based on scope, integrations, and migration complexity. A typical deployment for a mid-sized financial institution ranges from three to six months, covering discovery, design, content migration, system integrations, compliance review, and user acceptance testing. Squiz provides dedicated implementation support and works collaboratively with your IT, compliance, and marketing teams to ensure a controlled, secure rollout.
Traditional CMS platforms manage content but don't capture behavioral data, enable personalization, or integrate with CRM and marketing automation tools without costly custom development. Squiz DXP unifies content management, customer data, journey orchestration, and experimentation in one platform. This means your marketing team can launch personalized campaigns, measure engagement, and optimize conversions without relying on developers, agencies, or fragmented vendor solutions that create compliance and governance risks.
