Toggle navigation

Digital Transformation for Financial Services and Insurance

Transforming every sector of the Finance industry

Happy Couple Getting Financial Advice

Appius work with Finance and Insurance brands from across the sector including Building Societies, Insurance Brokers and leading direct to consumer brands. We combine Digital Program Delivery, Marketing Technology Engineering and Experience, Data & AI to deliver velocity, value and results.

The Challenge:

How to manage a growing Martech stack and get better value from your technology investment?


Our Solution:

Composable approaches that deliver business continuity and system swap flexibility needed to support transformation programs. Delivering middleware strategies and solutions that can connect legacy systems and technologies.

The Challenge:

Creating high impact brand experiences that improve conversion and remain compliant


Our Solution:

Our Experience team have deep understanding and experience of delivering engaging user experiences that align with regulatory compliance including consumer duty, GDPR and accessibility standards. We are continuously running programs of optimisation combining split testing, user testing, rapid no-code prototyping and analytics to create rolling programs of conversion improvements.

The Challenge:

Making sure digital transformation delivers incremental, meaningful business value and measurable ROI.


Our Solution:

Consultants to work with you on business case development with real world examples of budget, effort and timeframes to get from idea to MVP. Experienced Product Managers working with your team to define product roadmap and run prioritised, value driven backlogs with defined and measurable success metrics.

The Challenge:

Digital product development. How to create white label and embedded finance products and take them to market.


Our Solution:

Appius specialise in developing websites, quote and buy solutions, secure portals and customer self service tools to productise your IP and scale your services. We have created white label and embedded finance and insurance products designs to enable partner growth strategies.

The Challenge:

How to keep pace with rapid technology change and specialist role requirements with a broad skilled in-house team?


Our Solution:

Appius often onboard existing solutions and work alongside in-house teams providing you with access to specialist skills, knowledge share and burst capacity. We can also work on specific initiatives as a totally outsourced Product Team allowing you to make progress at velocity without the overhead of recruitment or compromising existing roadmap.

The Challenge:

Developing data strategies that remove silos and enable real-time decision making across products, brands and partners.


Our Solution:

Appius can help you to unlock data silos to allow real time, data driven decision making through the creation of data layers and data lakes wrapped with specialist analysis and recommendations.

The Challenge:

How to manage a growing Martech stack and get better value from your technology investment?


Our Solution:

Composable approaches that deliver business continuity and system swap flexibility needed to support transformation programs. Delivering middleware strategies and solutions that can connect legacy systems and technologies.

The Challenge:

Creating high impact brand experiences that improve conversion and remain compliant


Our Solution:

Our Experience team have deep understanding and experience of delivering engaging user experiences that align with regulatory compliance including consumer duty, GDPR and accessibility standards. We are continuously running programs of optimisation combining split testing, user testing, rapid no-code prototyping and analytics to create rolling programs of conversion improvements.

The Challenge:

Making sure digital transformation delivers incremental, meaningful business value and measurable ROI.


Our Solution:

Consultants to work with you on business case development with real world examples of budget, effort and timeframes to get from idea to MVP. Experienced Product Managers working with your team to define product roadmap and run prioritised, value driven backlogs with defined and measurable success metrics.

The Challenge:

Digital product development. How to create white label and embedded finance products and take them to market.


Our Solution:

Appius specialise in developing websites, quote and buy solutions, secure portals and customer self service tools to productise your IP and scale your services. We have created white label and embedded finance and insurance products designs to enable partner growth strategies.

The Challenge:

How to keep pace with rapid technology change and specialist role requirements with a broad skilled in-house team?


Our Solution:

Appius often onboard existing solutions and work alongside in-house teams providing you with access to specialist skills, knowledge share and burst capacity. We can also work on specific initiatives as a totally outsourced Product Team allowing you to make progress at velocity without the overhead of recruitment or compromising existing roadmap.

The Challenge:

Developing data strategies that remove silos and enable real-time decision making across products, brands and partners.


Our Solution:

Appius can help you to unlock data silos to allow real time, data driven decision making through the creation of data layers and data lakes wrapped with specialist analysis and recommendations.

We have worked across these financial sectors

Financial services case studies

A fresh new look for Wesleyan and complete rebuild delivered in Sitefinity

Wesleyan embarked on a digital transformation journey to better meet the needs of their audiences. The goal was to create a refreshed, user-friendly website that reflected their trusted brand while enhancing functionality for both customers and internal teams, while getting agency support for their content and digital marketing needs in parallel.

12%

Reduction in cost per conversion for ISA campaign

51%

Increase in conversion rates on Google Ads

+1600%

Conversion volume from display

44%

Lower cost per conversion within Google Ads

Learn more
Digital transformation for LifeSearch

Appius partnered with LifeSearch to deliver a user-centric digital experience, enhancing their online presence and customer journey to drive engagement and conversions.

+2.7%

UX and split testing based overall conversion improvement

+5.7%

Conversion uplift from Sitecore personalised content

+64%

Increase in natural search traffic and 1st page Google listings

>80%

Partners onboarded for PowerBy B2B embedded life cover offering

Learn more
Consistently delivered high quality work

Appius transformed Family Building Society's website with a modern, accessible, and customer-focused design, improving usability and digital performance.

94%

Site health - 19% above industry standard achieved in 6 months

14%

Reduction in saving account cost per acquisition

248%

Uplift in broker traffic to the intermediary site

4

New AI overview position for target keywords

Learn more

Our clients from the financial services sector...

Furness
TBS
G4S
LifeSearch
FBS
Atlanta
Wesleyan
Be Wiser
Carole Nash
Swinton
Healthy Pets
Evolution Funding
AXA
Aon
Paymentshield
Autonet
Aon
Sunlife

Financial services sector achievements

We've helped leading financial sector clients achieve outstanding digital transformation results. Here are just a few of the measurable impacts we've delivered:

0

Conversion uplift from using personalisation for LifeSearch

0

Reduction in cost per conversion in Google Ads for Wesleyan

0

Teachers signed up to private Buyers Club for Teachers Building Society

0

Increase in policy purchases for ABTA Travel Insurance

Our client's say...

The level of service you have provided has been brilliant

Having worked in, and with, digital agencies for nearly 18 years, I can confidently say the level of service you have provided has been brilliant. We're really excited about continuing to work together as we move forward.

Robin Painter - Senior Digital Optimisation Manager - Wesleyan

Why choose Appius?

Hellios Logo

Cyber Essentials Accredited

Cyber Essentials Logo

Cyber Essentials Accredited

Certified Partners Logo

Certified Partnerships

Some of our related blogs may interest you...