FINANCIAL SERVICES

Streamline operations, ensure compliance, and build stakeholder trust through secure, data-driven digital experiences.

Learn how we combine Optimizely and deep industry expertise to craft customized digital solutions that drive engagement, operational efficiency, and regulatory compliance.

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Our Uniques

Driving Digital Transformation in Financial Services

The C2 Group specializes in helping banks, credit unions, investment firms, and fintech companies modernize their digital presence. From secure, compliant platforms to seamless digital experiences, C2 empowers financial organizations to scale confidently and engage customers with personalized experiences.

Compliance & Security

SOC 2-certified solutions that prioritize data protection, regulatory adherence, and continuity of service to stakeholders.

Digital Engagement

Deep understanding of financial services audiences with data-driven strategies for driving user experience and digital conversion.

Proven ROI

Measurable growth, improved user trust, and operational efficiencies, including speed to decision, market and value.

Optimizely

SOC-Compliant Optimizely Solutions for FinServe Organizations

Financial institutions are turning to Optimizely to modernize their martech stack, elevate customer trust, and streamline operations.

As an Optimizely Platinum Premium Partner and 2024 Optimizely Solution Partner of the Year, discover why C2 is the leader in Optimizely implementation, optimization, and ongoing adoption

Why Optimizely
Premier Platinum
Solution Partner
+46%
Personal Savings Conversions
+94%
Personal Checking Conversions
+30%
Customer Retention Rates
How We Work

Our Proven Approach

Proven Process

Align

We start with honest conversations to ensure there’s alignment on goals, budget, timelines, team dynamics, and capabilities. Our low-ego approach helps create a collaborative partnership where talented people thrive and drive measurable results.

Envision & Plan

Our cross-functional team partners with your stakeholders to define a clear digital roadmap. We outline key deliverables, timelines, and success metrics to guide implementation and ensure strategic alignment.

Build & Test

As development progresses, change is expected. Whether it’s a shift in scope or an unexpected hurdle, our team stays in sync with yours. Through proactive communication and transparent project management, we keep progress moving, ensuring the work stays within scope, on time, and aligned with your business goals.

Train & Adopt

Implementation is only successful when your team is equipped to use the solution with confidence. We provide hands-on training, documentation, and support to drive adoption, reducing churn and maximizing the long-term value of your investment.

Thrive

For C2, thriving means delivering lasting value. We help clients get more from their digital tools through stronger adoption, greater efficiency, and ongoing optimization. As a trusted partner, we stay aligned and support your growth well beyond launch.

Services

Tailored Web Solutions for Financial Services

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Digital Marketing & Consulting

Enhance search rankings and engagement with optimized content and data-driven insights.

-> GO DEEPER WITH MARKETING
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UX & Visual Design

Designing intuitive, secure, and accessible interfaces that enhance user experience

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Web & Application Development

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Developing secure, high-performance websites and applications tailored for financial services.

-> DIVE INTO DEVELOPMENT

Quality, Adoption & Business Enablement

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Maintaining compliance with industry regulations while improving usability.

-> SEE HOW WE EMPOWER

Continuous Support & Optimization

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Flexible, customized support focused on optimization, performance enhancements, and customer experience improvements.

-> SEE HOW WE OPTIMIZE

Project Management & Delivery

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Ensuring seamless collaboration, on-time delivery, and strategic alignment with business goals.

-> EXPLORE OUR PROCESS

Digital Transformation Services

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Modernizing legacy systems for personalized, data-driven financial experiences.

-> SEE THE METAMORPHOSIS
Our Approach

Don't take our word for it...

Case Studies

Client Outcomes That Build Trust, Efficiency, and Value

Discover how C2’s tailored solutions have driven success, innovation, and measurable results for clients across various industries.

-> MORE CLIENT SUCCESS STORIES
Work With Us

GET IN TOUCH

Ready to transform your financial institution’s digital landscape? Contact us to learn how we can help your financial institution build trust, enhance security, and drive measurable growth.

3   Our Experiences

Digital delivery with no surprises. Transformative Digital Solutions by C2 Experience.

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