Client Success

Trusted by Community Banks

“With Symphonize's expertise, we've created a digital environment where our value proposition is clearly communicated, positioning Chelsea State Bank as a trusted community bank that offers modern solutions while maintaining its commitment to personalized, relationship-based service.”

Joanne Rau

President & CEO | Chelsea State Bank

See Case Study

Patricia Campbell 

COO | Christian Financial Credit Union

See Case Study

Sean Johnston 

Senior Vice President | Huntington National Bank

See Case Study

Our Approach

We understand the complexity of your existing systems

Our flexible approach starts by addressing any immediate challenges with your current site while collaborating with you to understand your audiences, and organize your products and services. We then map out key workflows to focus on integrating, transforming, or replacing your existing systems.

Secure Headless CMS

Separates your content management system (CMS) from how it's displayed on your website, improving security, content scheduling and publishing, and ensuring smooth, safe operation.

3rd Party Integrations

Integrate third-party tools you already use and trust, such as HubSpot forms, Salesforce Marketing Cloud, or Glia chatbot.

Modern Standards

Translate your brand identity into a user interface with ADA compliance, adaptable templates, streamlined menus, and mobile-responsive design, so your message reaches the broadest audience possible.

Key Features

Built for Banks & Credit Unions

Global Rate Management

Effortlessly adjust rates across the entire site. A single edit can update a rate table, a blog post, and a call-to-action.

Focus on Compliance

Efficiently manage disclaimers, disclosures, documents, and speedbumps with automated tools that keep your content accurate and up to date.

Customer Analytics

Track customer interactions in real-time with detailed event and browsing data. Send insights to multiple destinations for better decision-making and personalized experiences.

Speed & Performance

Reduce page load times and boost customer satisfaction by delivering speed, stability, and seamless performance to keep users engaged.

Custom Financial Calculators

Educate customers by allowing them to select products, with rates automatically applied, helping them compare the benefits of each option.

Branch & ATM Locator

Customizable map with API integration. Search and filter by location, branch type or services.

Comparison Tables

Highlight your product features with comparison tables that are optimized for mobile, tablet and desktop devices.

Schedule Alerts

Automate and prioritize alerts to keep your customers in the loop about upcoming events, holidays, and promotions.

Optimized Digital Reach with Hart Associates

Symphonize has partnered with Hart Associates to enhance SEO and social media optimization (SMO) capabilities. This collaboration ensures that your bank’s digital presence is not only engaging but also discoverable, leveraging data-driven insights and strategic social media management to increase visibility and customer engagement.

What can we build for you?

Book a call

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Let’s talk about:

What problems do you face with your current systems, security, and integrations.
What audiences you are trying to reach. Maybe integrate content on GenZ audience here.
What would make your site management less of a headache.