PREPR FOR FINANCE

Smarter digital journeys for banks and insurers

Financial services face strict compliance, long decision cycles, and high customer expectations. Prepr helps you personalize every touchpoint — so you convert more visitors into qualified leads without losing trust.
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Why financial websites struggle to convert

Complex funnels, generic offers, and hidden signals keep conversions low.
Visitors see generic offers instead of tailored recommendations
Banks and insurers serve the same product list to every visitor. When offers don’t reflect someone’s profile or needs, people disengage — and the chance to connect is lost.
Complex product pages and forms cause high drop-off
Financial products are complicated, with dense product pages and long forms. Without guidance, visitors abandon the process halfway — and your conversion rates take the hit.
Sales teams miss digital intent signals and can’t act in time
High-intent behaviors — like returning to compare options or checking pricing — go unseen. Without these signals, sales doesn’t know who’s ready to buy or when to reach out.

Meet Prepr

The headless CMS that turns financial websites into growth engines

Prepr helps banks and insurers adapt content to each visitor, capture intent signals like repeat visits, and feed them into your CRM — so you convert more visitors into qualified leads.

Case study

How Scildon boosted conversions by 30% with Prepr CMS

Scildon turned more website visitors into qualified policyholders. Personalized product pages and better CRM insights helped them lift conversions.

PERSONALIZATION

Show visitors the financial products that fit them best

Most financial websites serve the same generic offers to everyone. With Prepr’s personalization engine, you can adapt product pages for each visitor based on profile or behavior — recommending the right loan, insurance plan, or savings product. That relevance drives higher engagement and more conversions.
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Buying Signals

Give sales teams the signals that matter most

Advisors often lack visibility into digital intent. Prepr captures high-intent behaviors like pricing page views or repeat visits and pushes them straight into your CRM. That way, sales knows exactly which leads are ready for follow-up — and when to act.

CONVERSION OPTIMIZATION

Move visitors forward with smarter A/B testing

Test product offers, funnels, and CTAs with built-in A/B testing. See what resonates and optimize every step of the journey for higher conversions.
Partial screenshot of Prepr A/B test example

Love the way Prepr enables us to build a new website very fast, with personalisation and A/B testing included. Implementing has been very easy and we were able to integrate with all the systems we need so far.

— Douwe J.T. | Board Member.

SECURITY & TRUST

Built for finance. Compliant by default.

Financial institutions face strict requirements for data protection and compliance. Prepr makes it easy to stay aligned with EU regulations, without sacrificing speed or flexibility.
Data sovereignty
Your content and customer data stay in the EU. Hosted in secure EU data centers with strict access controls.
Dora-ready
Meet operational resilience standards with transparent logging, monitoring, and continuity planning.
GDPR by design
Personalization and data processing aligned with GDPR principles. No hidden tracking, full control over retention and consent.
Enterprise security
Encryption in transit and at rest, strict role-based access, and regular penetration testing.
Governance and control
Granular roles, approval workflows, and audit trails give your teams the flexibility to move fast within compliant guardrails.
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WHAT’s NEXT

See how Prepr can help your financial services team convert more leads

Book a demo and learn how to turn digital journeys into predictable growth.