Access
Control who can view, create, edit, review, approve, and publish through granular permissions, SSO, MFA, and role-based access.
Governance by design
Built-in control from first draft to production.
For financial services, governance cannot depend on teams remembering the process. dotCMS enforces access, review, publishing, and recovery requirements at the platform level, giving every change a clear owner, history, and path to approval.
Accountability
Maintain a complete record of who changed what and when across every site and content operation.
Control and recovery
Require approval before publishing, compare versions side by side, and roll back changes when needed.
Independent proof
Meet security and AI governance requirements with recognized certifications: ISO 27001, ISO 42001, SOC 2 Type II, and TX-RAMP.
Built for financial services
Designed for the way financial institutions operate.
Governance is the baseline. dotCMS also supports the access models, digital portfolios, infrastructure requirements, and customer experiences specific to banks, insurers, wealth managers, and other financial organizations.
Personalized experiences
Deliver relevant content by customer segment, role, market, location, or relationship while maintaining centralized governance.
Resilient digital delivery
Support business-critical websites and applications through multi-region resilience and reliable content delivery.
Deployment on your terms
Self-host within your approved environment or choose a managed deployment aligned with your infrastructure and data-residency requirements.
Audit-ready content operations
Give internal reviewers and examiners a complete history of content changes, approvals, published versions, and rollbacks.
Multi-brand digital portfolios
Manage retail, corporate, wealth, advisor, agent, and regional experiences from one platform while preserving distinct brands, domains, permissions, and workflows.
Gated member and investor portals
Protect account information, statements, bulletins, and resources through SSO, MFA, and object-level access controls.
Governed AI
Put AI to work within your existing controls.
AI agents operate inside the same roles, permissions, workflows, and audit trail as your teams. They can assist with multi-step content work, but human approval still determines what reaches production — and every action remains traceable, reviewable, and reversible.
Approved models and environments
Use AI services and cloud environments that align with your institution's technology and governance requirements.
Complete accountability
Keep AI actions visible within the audit trail and version history.
Human-approved publishing
When your workflow requires review, AI-generated or AI-assisted work follows the same approval process.
Same roles and permissions
An agent can only perform the actions allowed by its assigned dotCMS role.