Deliver Secure and Compliant Financial Services Solutions 

Build better experiences for your clients, advisors, employees, and more. 

Agility, Autonomy, and New Touchpoints for Bank’s Liferay Solutions

16 %

average time spent on page

2

portals managed in one place

24

reduction in page load times

Accelerate Growth and Build Trust in Financial Services with Liferay DXP

Deliver unified customer experiences everywhere.

Customers expect connected experiences across every channel, but too often outdated technology and siloed data force them to repeat information or restart processes.

 

Liferay DXP connects your systems to deliver seamless, personalized experiences that all feel cohesive. A customer can start a loan application online, call an AI-powered agent who sees their exact progress, and receive an app notification once the application is approved.

  • Eliminate data silos. Integrate CRMs, ERPs, core financial systems, and other platforms to get a complete customer view.
  • Streamline your stack. Run multiple websites, portals, and apps from one platform, improving effiency through unified management.
  • Embrace innovation. Add new tools and technology like AI or blockchain to enable smarter fraud detection, peer-to-peer payments, or better credit scoring, enhancing decision-making and customer service.

Win customers over with meaningful personalization.

One-size-fits-all experiences don’t inspire loyalty. Personalization is now a baseline expectation. With Liferay DXP, you can segment audiences, analyze data, and use AI to deliver tailored journeys that show both commercial and consumer clients you understand them.
  • Tailor a highly specific journey. Give users different page layouts, promotions, or products according to their segment. For instance, if a prospect visits a home lending page, you could capture and analyze their activity, using insights from consumer behavior to inform personalized mortgage banners and supporting content the next time they visit.
  • Increase Customer Lifetime Value (CLV). Use AI to recommend relevant products—like a savings account, a high-yield CD, or an investment portfolio for clients with 401(k) researching retirement options. By integrating financial planning tools, you help clients achieve their financial goals.
  • Accelerate access to information. Help prospects and customers quickly find the details they need to make informed decisions. For example, logged-in users searching “car loan” see pre-approved offers tied to their profile, not generic results.

Make every digital interaction secure.

Customers need assurance that their data is protected at all times. Liferay DXP provides the granular permissions, authentication, and proactive safeguards to secure accounts, prevent cyberattacks, and reinforce trust.
  • Prevent unauthorized access. Role-based permissions and authentication protect personal financial data.

  • Mitigate cyber threats. Proactively block malicious code and DDoS attacks with built-in security feature and cloud-enabled security.

  • Meet global compliance. Comply with data sovereignty requirements using Liferay Cloud on Google Cloud Platform (GCP). Choose where your data is stored and apply regional controls to meet regulations in specific geographic areas.
  • Prove your commitment. Give customers peace of mind with certifications like ISO, CSA, and SOC 2.

Simplify compliance and protect your bottom line.

Non-compliance is a risk that can lead to massive fines and reputational damage. Liferay DXP helps you adapt quickly to regulatory changes and automate meeting requirements.
  • Stay ahead of industry regulations. Prepare for frameworks like the EU's Digital Operational Resilience Act (DORA) with strong ICT risk management.
  • Automate AML and KYC compliance. Connect with APIs to verify identities and prevent fraud.
  • Rely on a certified cloud. Liferay’s cloud services are verified by industry certifications and reduce risk by meeting strict security, data privacy, and governance standards.

Go to market with new solutions faster.

To outpace FinTech competitors, speed and agility are critical. Liferay DXP gives you the low-code and AI tools you need to keep up.
  • Accelerate development with Low-Code. Empower business teams to launch new sites, pages, and applications (e.g., a loan calculator) without needing to involve IT.
  • Increase content velocity with AI. Generate copy and images, tag assets, and create product pages faster to speed up campaign launches.
  • Scale seamlessly and quickly. Handle sudden spikes in loan applications or new product launches with elastic, cloud-based scaling that ensures smooth performance, operational efficiency, and cost-effective resource allocation.

Financial Services Solutions

Client Self-Service Portal

Give clients more control over their finances with a secure self-service portal. Improve the overall customer experience by letting clients handle everyday tasks—opening new accounts, updating personal information, or making secure payment-processing—without needing assistance.

 

This isn’t just a convenient tool for clients; it’s a strategic advantage for your business. By consolidating everything into one unified hub, you reduce support workloads while ensuring clients always have crucial information.

Employee Portal/Intranet

Equip employees in banks, insurance, retail banking, and corporate banking with a centralized space to share sensitive documents, access updated regulatory guidelines, and collaborate securely. 
 
Role-based permissions, knowledge hubs, and automated workflows streamline processes like onboarding and policy acknowledgments, help boost productivity while safeguarding compliance.

Advisor Portal

Provide advisors, brokers, and partners with a single source of truth for their daily work. Bring together the tools, data, and resources they depend on into one secure portal, eliminating the inefficiency of switching between multiple applications. The result: higher productivity, better collaboration, and more effective client service.

Wealth Management Solutions

Grow assets under management (AUM) in an era of rapid change. With Liferay DXP, create personalized, data-driven digital solutions that help enterprises, small businesses, and other institutions manage portfolios efficiently, strengthen client relationships, and drive asset growth.

Built on Trust, Driven by Innovation

Our trusted IT Solutions Providers support financial institutions and service organizations across banking, insurance, investment, and fintech — from retail and commercial banks modernizing client portals, to insurers streamlining policy management, and asset managers improving secure document sharing and compliance.

More Customer Stories

Frequently-Asked Questions

AI helps financial institutions streamline operations, detect fraud, and deliver more personalized customer service. AI agents and integrated AI are transforming operations by driving innovation, managing risks, and improving client engagement. But adoption requires more than technology—it demands a clear strategy, strong governance, and rigorous security protocols, especially in such a highly regulated industry.

 

Liferay DXP includes integrated AI tools and easily connects with external AI solutions, giving you flexibility to adopt the right systems for your strategy.

Financial organizations must defend sensitive data against breaches, malware, and cyberattacks.

 

Security has been at the core of Liferay’s products and operations for over 20 years. Our solutions are trusted by the financial services industry and backed by ISO, CSA, and SOC2 certifications. Explore our full list of certifications in the Liferay Trust Center.

 

Liferay DXP strengthens your cyber-resilience with features like role-based permissions, multi-factor authentication, and secure web service layers. Customers using Liferay PaaS or SaaS also benefit from Google Cloud’s advanced protections, including AI-powered DDoS protection, CDN, load balancing, WAF, and more.

To stay ahead, financial organizations need to deliver personalized digital experiences across every channel—mobile, online, in-branch, or kiosk. Doing so requires connecting data and using analytics to tailor services to each customer’s needs.

 

Liferay DXP brings integration, personalization, and digital experience capabilities together in one platform. This makes it easier to connect systems, unify data, and deliver seamless, personalized solutions that rival fintech competitors. Learn more about what Liferay DXP provides here. 

Legacy systems hold valuable data but often create silos, increase costs, and block the adoption of modern solutions like AI.

 

With Liferay DXP, you can integrate existing systems via SOAP, REST, GraphQL, RSS, and proprietary APIs. The platform also simplifies data exchange with systems such as MySQL, SAP, and Salesforce using native connectors and APIs. Learn more about Liferay's integration capability here.

Compliance is non-negotiable in financial services. Liferay helps organizations meet and simplify compliance with both global data standards like GDPR and financial-specific regulations like DORA, AML, and KYC.

 

With over two decades of experience in the sector, Liferay continuously monitors new requirements to help financial organizations stay compliant as standards evolve.

A turnkey solution is a pre-packaged product that gets you started quickly but leaves little room to adapt to your unique business needs. By contrast, a platform like Liferay DXP equips you with tools such as personalization, low-code development, and AI to design solutions tailored to your workflows and customers. With this approach, you stay in control of design, functionality, and integrations.

 

With Liferay DXP, you can also build multiple solutions on a single platform. This allows you to consolidate your tech stack, share data seamlessly across solutions, and deliver a consistent user experience—without adding a new system for every project.

Beyond supporting multiple solutions on a single platform, Liferay DXP gives financial organizations real deployment flexibility. Choose cloud deployment to scale quickly and efficiently, or keep full control with an on-premise setup that lets you manage infrastructure on your own terms. 

Additional Resources

Better financial digital experiences start here.

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