Choosing the Right CMS Just Got Easier, Especially for Financial Services Marketers

Nik Wahlberg
Nik Wahlberg
3 Jun 2025 8 min read
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The “How to Choose the Right CMS” webinar is now available as a whitepaper, and it’s essential reading for marketing leaders navigating complex digital decisions.

If you're a marketing executive in the financial services industry, you know that choosing a content management system (CMS) isn’t just about features. It's about security, scalability, compliance, integrations, and, let’s face it, your team’s sanity. The newly released whitepaper version of Umbraco’s “How to Choose the Right CMS” webinar is a must-read for any marketing leader exploring CMS platforms for their next digital transformation project.

And if you're on the path to a composable DXP, Scandia is here to help you navigate it with confidence.

Why This Whitepaper Matters to Financial Services Marketers

Whether you're a CMO at a regional bank, a digital director at a credit union, or a VP of Marketing at an investment advisory firm, your CMS decisions carry weight. The wrong platform can restrict your agility, hinder your compliance efforts, and frustrate your editorial teams. The right one empowers your marketing operation with faster content delivery, seamless integrations, and better customer engagement.

This whitepaper walks you through the real considerations marketers face when evaluating CMS platforms:

  • Security and compliance in regulated industries
  • Content governance and workflows that actually make sense
  • Integration-readiness with CRMs, marketing automation, and analytics
  • User-friendly editing experiences that don’t require dev help
  • Scalability across regional branches, brands, or business units

If you're Googling phrases like “best CMS for financial services,” “secure open-source CMS,” or “Umbraco vs Sitecore for banking,” this resource is built for you.

Scandia’s Take: Why We Recommend Umbraco for Financial Services

At Scandia, we’ve helped dozens of financial brands, from community credit unions to mortgage providers, move away from bloated, legacy DXPs toward flexible, scalable Umbraco solutions. We know firsthand that success starts with choosing a CMS that respects both your IT architecture and your marketing team’s pace.

When you're building secure, compliant, multi-site ecosystems across multiple teams and tools, Umbraco gives you the freedom to grow. And with the latest insights from this whitepaper, you’ll gain:

  • A framework for CMS evaluation aligned to your business goals
  • Use-case insights tailored to marketers (not just developers)
  • Guidance on balancing security, UX, and time-to-market
  • A clear look at why open-source CMSs like Umbraco are winning

Need Help Translating Strategy Into Implementation?

That’s where we come in. Scandia has been building enterprise-grade Umbraco platforms since 2008. We’re not just implementers, we’re architects, strategists, and partners who understand the financial services space inside and out. We help marketing teams:

  • Replatform from Sitecore, Kentico, and Drupal to Umbraco
  • Integrate CRMs, analytics, and compliance systems
  • Design editor-first workflows tailored to your org
  • Launch digital experiences that actually drive engagement

Let’s Talk About Your Next CMS

Don’t just download the whitepaper—use it. And when you're ready to put strategy into action, we’re here to help you assess, architect, and launch with confidence.

 

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