Sitecore Upgrade and Managed Cloud Hosting for Credit Union | Citadel

Platform Upgrade Advances Online Tools and Personalization for Credit Union Members

Citadel Credit Union is a not-for-profit, member-owned and operates 25 branch locations across Greater Philadelphia and Southeastern Pennsylvania. It is chartered and regulated under the authority of the National Credit Union Administration (NCUA) and offers banking, investment, insurance, retirement, and wealth management services for more than 285,000 members.

Challenges

For multi-channel financial institutions like Citadel Credit Union, a high-performance online presence with consistent and personalized user engagement is critical to satisfying today’s customers and continued growth. Citadel Credit Union sought an agency partner with a successful track record to assess existing Sitecore solutions and identify opportunities to advance digital capabilities, website features, performance, personalization, and overall user experience.

I offer the strongest recommendation for Americaneagle.com as a strategic development partner. Over the course of our collaboration, they have consistently demonstrated a rare combination of strategic insight, operational excellence, and a forward-thinking approach that has contributed meaningfully to our organization’s growth and innovation. From the onset, Americaneagle.com approached our partnership with a deep understanding of our objectives, market dynamics, and long term vision. They were instrumental in co-developing strategies that not only aligned with our goals but also pushed us to think beyond traditional frameworks. Their ability to synthesize complex challenges into actionable initiatives has set them apart from other partners we’ve worked with. Most importantly, Americaneagle.com operates with integrity and a deep commitment to sustainable, mutually beneficial outcomes. Their involvement has not only led to tangible results but also elevated the strategic capabilities of our own team.

Digital Solutions Analyst - Citadel Credit Union

Project

www.citadelbanking.com

For captions, click "CC" within the video player. To read the transcript, click the transcript link within the description of the video on YouTube.

Citadel Credit Union website on digital devices, depicting web development and hosting services for online banking success

Solutions

Americaneagle.com was identified as the ideal agency partner for Citadel Credit Union’s next generation of Sitecore platform solution development. As a Platinum Implementation and Hosting Partner of Sitecore with a longstanding reputation for award-winning excellence, as well as demonstrated success with many prominent financial services clients, Americaneagle.com was a confident choice.

To establish priorities and an extensive list of opportunities to improve overall digital experiences, the partnership kicked off with a detailed audit of frontend and backend solutions. An upgrade of the Sitecore platform, which the team executed seamlessly, within budget, and ahead of schedule, would lay the foundation for a broad range of impactful digital initiatives.

New user-centered tools have added impactful functionality for customers and prospects. Americaneagle.com’s team of Sitecore developers and designers deployed a financial slider tool, custom calculator, as well as checking and payment card comparisons that now empower customers to make more informed financial product choices. Personalized benefits are shown based on user data, improving the relevance of each individualized experience. A modal pop-up feature was developed to add clearer calls-to-action and enhance user assistance.

Personalization capabilities were prioritized throughout the website to better serve credit union members and prospective members. Maximizing Sitecore’s robust personalization engine to deliver highly targeted content, the team has successfully reviewed and optimized over 60 rules-based personalization tactics in the upgraded website. Personalized experiences now adjust to visitor identification, segmentation, campaign code integration, and profile scoring for intelligent, dynamic digital journeys. Personalization is continuing to expand across touchpoints, from geo-based content and product targeting to intelligently informed email campaigns.

Throughout redevelopment, performance enhancement has been integrated into every new website feature and consideration. Optimizations to improve site speed have included Javascript/CSS efficiency updates, layout refinement, lazy loading, and attentive managed hosting services.

Citadel Credit Union and Americaneagle.com have leveraged Sitecore’s pace-setting platform products to accelerate digital engagement and maximize intelligent, efficient, and performant business operations. The partnership continues to co-develop strategies to iteratively improve solutions for Citadel Credit Union members.

Digital Solutions Analyst - Citadel Credit Union