Recherche avancée

Médias (1)

Mot : - Tags -/copyleft

Autres articles (93)

  • MediaSPIP 0.1 Beta version

    25 avril 2011, par

    MediaSPIP 0.1 beta is the first version of MediaSPIP proclaimed as "usable".
    The zip file provided here only contains the sources of MediaSPIP in its standalone version.
    To get a working installation, you must manually install all-software dependencies on the server.
    If you want to use this archive for an installation in "farm mode", you will also need to proceed to other manual (...)

  • Multilang : améliorer l’interface pour les blocs multilingues

    18 février 2011, par

    Multilang est un plugin supplémentaire qui n’est pas activé par défaut lors de l’initialisation de MediaSPIP.
    Après son activation, une préconfiguration est mise en place automatiquement par MediaSPIP init permettant à la nouvelle fonctionnalité d’être automatiquement opérationnelle. Il n’est donc pas obligatoire de passer par une étape de configuration pour cela.

  • MediaSPIP v0.2

    21 juin 2013, par

    MediaSPIP 0.2 est la première version de MediaSPIP stable.
    Sa date de sortie officielle est le 21 juin 2013 et est annoncée ici.
    Le fichier zip ici présent contient uniquement les sources de MediaSPIP en version standalone.
    Comme pour la version précédente, il est nécessaire d’installer manuellement l’ensemble des dépendances logicielles sur le serveur.
    Si vous souhaitez utiliser cette archive pour une installation en mode ferme, il vous faudra également procéder à d’autres modifications (...)

Sur d’autres sites (6671)

  • Lean Analytics in a Privacy-First Environment – Bootcamp with Timo Dechau

    In a recent bootcamp, Timo Dechau walked attendees through his approach to data and measurement in privacy-focused analytics environments. He demonstrates how to shift from a chaotic, ‘track-it-all’ mentality to a focused method that prioritizes quality over quantity. This post will summarize some of his key privacy-first analytics ideas, but be sure to check out the on-demand video for more detail.

    Watch the bootcamp on demand

    <script type="text/javascript">var gform;gform||(document.addEventListener("gform_main_scripts_loaded",function(){gform.scriptsLoaded=!0}),window.addEventListener("DOMContentLoaded",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,initializeOnLoaded:function(o){gform.domLoaded&&gform.scriptsLoaded?o():!gform.domLoaded&&gform.scriptsLoaded?window.addEventListener("DOMContentLoaded",o):document.addEventListener("gform_main_scripts_loaded",o)},hooks:{action:{},filter:{}},addAction:function(o,n,r,t){gform.addHook("action",o,n,r,t)},addFilter:function(o,n,r,t){gform.addHook("filter",o,n,r,t)},doAction:function(o){gform.doHook("action",o,arguments)},applyFilters:function(o){return gform.doHook("filter",o,arguments)},removeAction:function(o,n){gform.removeHook("action",o,n)},removeFilter:function(o,n,r){gform.removeHook("filter",o,n,r)},addHook:function(o,n,r,t,i){null==gform.hooks[o][n]&&(gform.hooks[o][n]=[]);var e=gform.hooks[o][n];null==i&&(i=n+"_"+e.length),gform.hooks[o][n].push({tag:i,callable:r,priority:t=null==t?10:t})},doHook:function(n,o,r){var t;if(r=Array.prototype.slice.call(r,1),null!=gform.hooks[n][o]&&((o=gform.hooks[n][o]).sort(function(o,n){return o.priority-n.priority}),o.forEach(function(o){"function"!=typeof(t=o.callable)&&(t=window[t]),"action"==n?t.apply(null,r):r[0]=t.apply(null,r)})),"filter"==n)return r[0]},removeHook:function(o,n,t,i){var r;null!=gform.hooks[o][n]&&(r=(r=gform.hooks[o][n]).filter(function(o,n,r){return!!(null!=i&&i!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][n]=r)}});</script>
    &lt;script&gt;<br />
    gform.initializeOnLoaded( function() {gformInitSpinner( 72, 'https://matomo.org/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery('#gform_ajax_frame_72').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') &gt;= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_72');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_72').length &gt; 0;var is_redirect = contents.indexOf('gformRedirect(){') &gt;= 0;var is_form = form_content.length &gt; 0 &amp;&amp; ! is_redirect &amp;&amp; ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_72').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_72').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_72').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */  }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_72').val();gformInitSpinner( 72, 'https://matomo.org/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery(document).trigger('gform_page_loaded', [72, current_page]);window['gf_submitting_72'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_72').replaceWith(confirmation_content);jQuery(document).trigger('gform_confirmation_loaded', [72]);window['gf_submitting_72'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_72').text());}, 50);}else{jQuery('#gform_72').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(&quot;gform_pre_post_render&quot;, [{ formId: &quot;72&quot;, currentPage: &quot;current_page&quot;, abort: function() { this.preventDefault(); } }]);                if (event.defaultPrevented) {                return;         }        const gformWrapperDiv = document.getElementById( &quot;gform_wrapper_72&quot; );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( &quot;span&quot; );            visibilitySpan.id = &quot;gform_visibility_test_72&quot;;            gformWrapperDiv.insertAdjacentElement( &quot;afterend&quot;, visibilitySpan );        }        const visibilityTestDiv = document.getElementById( &quot;gform_visibility_test_72&quot; );        let postRenderFired = false;                function triggerPostRender() {            if ( postRenderFired ) {                return;            }            postRenderFired = true;            jQuery( document ).trigger( 'gform_post_render', [72, current_page] );            gform.utils.trigger( { event: 'gform/postRender', native: false, data: { formId: 72, currentPage: current_page } } );            if ( visibilityTestDiv ) {                visibilityTestDiv.parentNode.removeChild( visibilityTestDiv );            }        }        function debounce( func, wait, immediate ) {            var timeout;            return function() {                var context = this, args = arguments;                var later = function() {                    timeout = null;                    if ( !immediate ) func.apply( context, args );                };                var callNow = immediate &amp;&amp; !timeout;                clearTimeout( timeout );                timeout = setTimeout( later, wait );                if ( callNow ) func.apply( context, args );            };        }        const debouncedTriggerPostRender = debounce( function() {            triggerPostRender();        }, 200 );        if ( visibilityTestDiv &amp;&amp; visibilityTestDiv.offsetParent === null ) {            const observer = new MutationObserver( ( mutations ) =&gt; {                mutations.forEach( ( mutation ) =&gt; {                    if ( mutation.type === 'attributes' &amp;&amp; visibilityTestDiv.offsetParent !== null ) {                        debouncedTriggerPostRender();                        observer.disconnect();                    }                });            });            observer.observe( document.body, {                attributes: true,                childList: false,                subtree: true,                attributeFilter: [ 'style', 'class' ],            });        } else {            triggerPostRender();        }    } );} );<br />
    &lt;/script&gt;
    the consequences of more data are missing and incomplete data that messes up attribution and measurement.

    Unrestrained data collection leads to data bloat

    Marketing and the business world are experiencing a data problem. Analysts and business intelligence teams grapple with large amounts of data that aren’t always useful and are often incomplete. The idea that “more data is better” became a guiding principle in the early 2000s, encouraging companies to gather everything possible using all available data collection methods. This unrestrained pursuit often led to an unexpected problem : data bloat. Too much data, too little clarity. Digital marketers, analysts, and business leaders now try to navigate vast amounts of information that create more confusion than insight, especially when the data is incomplete due to privacy regulations.

    Cutting through the noise, focusing on what matters

    The “more data is better” mindset emerged when digital marketers were beginning to understand data’s potential. It seemed logical : more data should mean more opportunities to optimise, personalise, and drive results. But in practice, gathering every possible piece of data often leads to a cluttered, confusing pile of metrics that can mislead more than guide.

    This approach carries hidden costs. Excessive data collection burns resources, increases privacy concerns, and leaves teams unfocused. It’s easy to get lost trying to make sense of endless dashboards, metrics, and reports. More data doesn’t necessarily lead to better decisions ; it often just leads to more noise, hindering effective data management.

    Rethinking data management : From data overload to data mindfulness

    Data management has often prioritised comprehensive data gathering without considering the specific value of each data point. This approach has created more information, but not necessarily better insights.

    Data mindfulness is about taking a deliberate, focused approach to data collection and analysis. Instead of trying to collect everything, it emphasises gathering only what truly adds value. It’s about ensuring the data you collect serves a purpose and directly contributes to better insights and data-driven decision-making.

    Think of it like applying a “lean” methodology to data—trimming away the unnecessary and keeping only what is essential. Or consider embracing data minimalism to declutter your data warehouse, keeping only what truly sparks insight.

    Mindful data is ethical data

    Adopting a mindful approach to data can pay off in several ways :

    • Reduces overwhelm : When you reduce the clutter, you’re left with fewer, clearer metrics that lead to stronger decisions and actionable data insights.

    • Mitigates compliance risks : By collecting less, companies align better with privacy regulations and build trust with their customers. Privacy-first analytics and privacy-compliant analytics practices mean there’s no need for invasive tracking if it doesn’t add value—and customers will appreciate that.

    • Enhances data ethics : Focusing on the quality rather than the quantity of data collected ensures ethical data collection and management. Companies use data responsibly, respect user privacy, and minimise unnecessary data handling, strengthening customer relationships and brand integrity.

    • Improves data efficiency : Focused analytics means better use of resources. You’re spending less time managing meaningless metrics and more time working on meaningful insights. Many companies have found success by switching to a leaner, quality-first data approach, reporting sharper, more impactful results.

    Shifting towards simplicity and lean analytics

    If data mindfulness sounds appealing, here’s how you can get started :

    1. Ask the right questions. Before collecting any data, ask yourself : Why are we collecting this ? How will it drive value ? If you can’t answer these questions clearly, that data probably isn’t worth collecting. This is a key step in smart data management.

    2. Simplify metrics. Focus on the KPIs that truly matter for your business. Choose a handful of key metrics that reflect your goals rather than a sprawling list of nice-to-haves. Embracing data simplicity helps in targeting data collection effectively.

    3. Audit your current data. Review your existing data collection processes. Which metrics are you actively using to make decisions ? Eliminate any redundant or low-value metrics that create noise. Use ethical data management practices to ensure data efficiency and compliance. Understanding what is data management in this context is crucial.

    4. Implement lean analytics practices. Shift towards lean analytics by cutting down on unnecessary tracking. This can involve reducing reliance on multiple tracking scripts, simplifying your reporting, and setting up a streamlined dashboard focused on key outcomes. Embrace data reduction strategies to eliminate waste and boost effectiveness.

    Who should watch this bootcamp

    This bootcamp is perfect for data analysts, product managers, digital marketers and business leaders who are seeking a more streamlined approach to data measurement. If you’re interested in moving away from a chaotic “track-it-all” mentality and towards a focused, lean, and privacy-first analytics strategy, this workshop is for you.

    What you’ll discover

    • Practical steps : Learn actionable strategies to reduce data bloat and implement lean, privacy-first analytics in your organisation.

    • Real-life examples : Explore case studies of companies that have successfully adopted focused and privacy-first analytics.

    • Deep insights : Gain a deeper understanding of how to prioritise quality over quantity without sacrificing valuable insights.

    Watch the bootcamp on-demand

    For a comprehensive dive into these topics, watch the full workshop video or download the detailed transcript. Equip yourself with the knowledge and tools to transform your data management approach today.

    &lt;script&gt;<br />
    gform.initializeOnLoaded( function() {gformInitSpinner( 72, 'https://matomo.org/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery('#gform_ajax_frame_72').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') &gt;= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_72');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_72').length &gt; 0;var is_redirect = contents.indexOf('gformRedirect(){') &gt;= 0;var is_form = form_content.length &gt; 0 &amp;&amp; ! is_redirect &amp;&amp; ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_72').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_72').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_72').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */  }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_72').val();gformInitSpinner( 72, 'https://matomo.org/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery(document).trigger('gform_page_loaded', [72, current_page]);window['gf_submitting_72'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_72').replaceWith(confirmation_content);jQuery(document).trigger('gform_confirmation_loaded', [72]);window['gf_submitting_72'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_72').text());}, 50);}else{jQuery('#gform_72').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(&quot;gform_pre_post_render&quot;, [{ formId: &quot;72&quot;, currentPage: &quot;current_page&quot;, abort: function() { this.preventDefault(); } }]);                if (event.defaultPrevented) {                return;         }        const gformWrapperDiv = document.getElementById( &quot;gform_wrapper_72&quot; );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( &quot;span&quot; );            visibilitySpan.id = &quot;gform_visibility_test_72&quot;;            gformWrapperDiv.insertAdjacentElement( &quot;afterend&quot;, visibilitySpan );        }        const visibilityTestDiv = document.getElementById( &quot;gform_visibility_test_72&quot; );        let postRenderFired = false;                function triggerPostRender() {            if ( postRenderFired ) {                return;            }            postRenderFired = true;            jQuery( document ).trigger( 'gform_post_render', [72, current_page] );            gform.utils.trigger( { event: 'gform/postRender', native: false, data: { formId: 72, currentPage: current_page } } );            if ( visibilityTestDiv ) {                visibilityTestDiv.parentNode.removeChild( visibilityTestDiv );            }        }        function debounce( func, wait, immediate ) {            var timeout;            return function() {                var context = this, args = arguments;                var later = function() {                    timeout = null;                    if ( !immediate ) func.apply( context, args );                };                var callNow = immediate &amp;&amp; !timeout;                clearTimeout( timeout );                timeout = setTimeout( later, wait );                if ( callNow ) func.apply( context, args );            };        }        const debouncedTriggerPostRender = debounce( function() {            triggerPostRender();        }, 200 );        if ( visibilityTestDiv &amp;&amp; visibilityTestDiv.offsetParent === null ) {            const observer = new MutationObserver( ( mutations ) =&gt; {                mutations.forEach( ( mutation ) =&gt; {                    if ( mutation.type === 'attributes' &amp;&amp; visibilityTestDiv.offsetParent !== null ) {                        debouncedTriggerPostRender();                        observer.disconnect();                    }                });            });            observer.observe( document.body, {                attributes: true,                childList: false,                subtree: true,                attributeFilter: [ 'style', 'class' ],            });        } else {            triggerPostRender();        }    } );} );<br />
    &lt;/script&gt;
  • How HSBC and ING are transforming banking with AI

    9 novembre 2024, par Daniel Crough — Banking and Financial Services, Featured Banking Content

    We recently partnered with FinTech Futures to produce an exciting webinar discussing how analytics leaders from two global banks are using AI to protect customers, streamline operations, and support environmental goals.

    Watch the on-demand webinar : Advancing analytics maturity.

    By providing your email and clicking “submit”, you agree to receive direct marketing materials relating to Matomo products and services, surveys, information about events, publications and promotions. You can unsubscribe at any time by clicking the opt-out link provided in each communication. We will process your personal information in accordance with our Privacy Policy.

    &lt;script&gt;document.getElementById( &quot;ak_js_3&quot; ).setAttribute( &quot;value&quot;, ( new Date() ).getTime() );&lt;/script&gt;

    &lt;script&gt;<br />
    gform.initializeOnLoaded( function() {gformInitSpinner( 71, 'https://matomo.org/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery('#gform_ajax_frame_71').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') &gt;= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_71');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_71').length &gt; 0;var is_redirect = contents.indexOf('gformRedirect(){') &gt;= 0;var is_form = form_content.length &gt; 0 &amp;&amp; ! is_redirect &amp;&amp; ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_71').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_71').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_71').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */  }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_71').val();gformInitSpinner( 71, 'https://matomo.org/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery(document).trigger('gform_page_loaded', [71, current_page]);window['gf_submitting_71'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_71').replaceWith(confirmation_content);jQuery(document).trigger('gform_confirmation_loaded', [71]);window['gf_submitting_71'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_71').text());}, 50);}else{jQuery('#gform_71').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(&quot;gform_pre_post_render&quot;, [{ formId: &quot;71&quot;, currentPage: &quot;current_page&quot;, abort: function() { this.preventDefault(); } }]);                if (event.defaultPrevented) {                return;         }        const gformWrapperDiv = document.getElementById( &quot;gform_wrapper_71&quot; );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( &quot;span&quot; );            visibilitySpan.id = &quot;gform_visibility_test_71&quot;;            gformWrapperDiv.insertAdjacentElement( &quot;afterend&quot;, visibilitySpan );        }        const visibilityTestDiv = document.getElementById( &quot;gform_visibility_test_71&quot; );        let postRenderFired = false;                function triggerPostRender() {            if ( postRenderFired ) {                return;            }            postRenderFired = true;            jQuery( document ).trigger( 'gform_post_render', [71, current_page] );            gform.utils.trigger( { event: 'gform/postRender', native: false, data: { formId: 71, currentPage: current_page } } );            if ( visibilityTestDiv ) {                visibilityTestDiv.parentNode.removeChild( visibilityTestDiv );            }        }        function debounce( func, wait, immediate ) {            var timeout;            return function() {                var context = this, args = arguments;                var later = function() {                    timeout = null;                    if ( !immediate ) func.apply( context, args );                };                var callNow = immediate &amp;&amp; !timeout;                clearTimeout( timeout );                timeout = setTimeout( later, wait );                if ( callNow ) func.apply( context, args );            };        }        const debouncedTriggerPostRender = debounce( function() {            triggerPostRender();        }, 200 );        if ( visibilityTestDiv &amp;&amp; visibilityTestDiv.offsetParent === null ) {            const observer = new MutationObserver( ( mutations ) =&gt; {                mutations.forEach( ( mutation ) =&gt; {                    if ( mutation.type === 'attributes' &amp;&amp; visibilityTestDiv.offsetParent !== null ) {                        debouncedTriggerPostRender();                        observer.disconnect();                    }                });            });            observer.observe( document.body, {                attributes: true,                childList: false,                subtree: true,                attributeFilter: [ 'style', 'class' ],            });        } else {            triggerPostRender();        }    } );} );<br />
    &lt;/script&gt;

    Meet the expert panel

    Roshini Johri heads ESG Analytics at HSBC, where she leads AI and remote sensing applications supporting the bank’s net zero goals. Her expertise spans climate tech and financial services, with a focus on scalable analytics solutions.

     

    Marco Li Mandri leads Advanced Analytics Strategy at ING, where he focuses on delivering high-impact solutions and strengthening analytics foundations. His background combines analytics, KYC operations, and AI strategy.

     

    Carmen Soini Tourres works as a Web Analyst Consultant at Matomo, helping financial organisations optimise their digital presence whilst maintaining privacy compliance.

     

    Key findings from the webinar

    The discussion highlighted four essential elements for advancing analytics capabilities :

    1. Strong data foundations matter most

    “It doesn’t matter how good the AI model is. It is garbage in, garbage out,”

    Johri explained. Banks need robust data governance that works across different regulatory environments.

    2. Transform rather than tweak

    Li Mandri emphasised the need to reconsider entire processes :

    “We try to look at the banking domain and processes and try to re-imagine how they should be done with AI.”

    3. Bridge technical and business understanding

    Both leaders stressed the value of analytics translators who understand both technology and business needs.

    “We’re investing in this layer we call product leads,”

    Li Mandri explained. These roles combine technical knowledge with business acumen – a rare but vital skill set.

    4. Consider production costs early

    Moving from proof-of-concept to production requires careful planning. As Johri noted :

    “The scale of doing things in production is quite massive and often doesn’t get accounted for in the cost.”

    This includes :

    • Ongoing monitoring requirements
    • Maintenance needs
    • Regulatory compliance checks
    • Regular model updates

    Real-world applications

    ING’s approach demonstrates how banks can transform their operations through thoughtful AI implementation. Li Mandri shared several areas where the bank has successfully deployed analytics solutions, each benefiting both the bank and its customers.

    Customer experience enhancement

    The bank’s implementation of AI-powered instant loan processing shows how analytics can transform traditional banking.

    “We know AI can make loans instant for the customer, that’s great. Clicking one button and adding a loan, that really changes things,”

    Li Mandri explained. This goes beyond automation – it represents a fundamental shift in how banks serve their customers.

    The system analyses customer data to make rapid lending decisions while maintaining strong risk assessment standards. For customers, this means no more lengthy waiting periods or complex applications. For the bank, it means more efficient resource use and better risk management.

    The bank also uses AI to personalise customer communications.

    “We’re using that to make certain campaigns more personalised, having a certain tone of voice,”

    noted Li Mandri. This particularly resonates with younger customers who expect relevant, personalised interactions from their bank.

    Operational efficiency transformation

    ING’s approach to Know Your Customer (KYC) processes shows how AI can transform resource-heavy operations.

    “KYC is a big area of cost for the bank. So we see massive value there, a lot of scale,”

    Li Mandri explained. The bank developed an AI-powered system that :

    • Automates document verification
    • Flags potential compliance issues for human review
    • Maintains consistent standards across jurisdictions
    • Reduces processing time while improving accuracy

    This implementation required careful consideration of regulations across different markets. The bank developed monitoring systems to ensure their AI models maintain high accuracy while meeting compliance standards.

    In the back office, ING uses AI to extract and process data from various documents, significantly reducing manual work. This automation lets staff focus on complex tasks requiring human judgment.

    Sustainable finance initiatives

    ING’s commitment to sustainable banking has driven innovative uses of AI in environmental assessment.

    “We have this ambition to be a sustainable bank. If you want to be a sustainable finance customer, that requires a lot of work to understand who the company is, always comparing against its peers.”

    The bank developed AI models that :

    • Analyse company sustainability metrics
    • Compare environmental performance against industry benchmarks
    • Assess transition plans for high-emission industries
    • Monitor ongoing compliance with sustainability commitments

    This system helps staff evaluate the environmental impact of potential deals quickly and accurately.

    “We are using AI there to help our frontline process customers to see how green that deal might be and then use that as a decision point,”

    Li Mandri noted.

    HSBC’s innovative approach

    Under Johri’s leadership, HSBC has developed several groundbreaking uses of AI and analytics, particularly in environmental monitoring and operational efficiency. Their work shows how banks can use advanced technology to address complex global challenges while meeting regulatory requirements.

    Environmental monitoring through advanced technology

    HSBC uses computer vision and satellite imagery analysis to measure environmental impact with new precision.

    “This is another big research area where we look at satellite images and we do what is called remote sensing, which is the study of a remote area,”

    Johri explained.

    The system provides several key capabilities :

    • Analysis of forest coverage and deforestation rates
    • Assessment of biodiversity impact in specific regions
    • Monitoring of environmental changes over time
    • Measurement of environmental risk in lending portfolios

    “We can look at distant images of forest areas and understand how much percentage deforestation is being caused in that area, and we can then measure our biodiversity impact more accurately,”

    Johri noted. This technology enables HSBC to :

    • Make informed lending decisions
    • Monitor environmental commitments of borrowers
    • Support sustainability-linked lending programmes
    • Provide accurate environmental impact reporting

    Transforming document analysis

    HSBC is tackling one of banking’s most time-consuming challenges : processing vast amounts of documentation.

    “Can we reduce the onus of human having to go and read 200 pages of sustainability reports each time to extract answers ?”

    Johri asked. Their solution combines several AI technologies to make this process more efficient while maintaining accuracy.

    The bank’s approach includes :

    • Natural language processing to understand complex documents
    • Machine learning models to extract relevant information
    • Validation systems to ensure accuracy
    • Integration with existing compliance frameworks

    “We’re exploring solutions to improve our reporting, but we need to do it in a safe, robust and transparent way.”

    This careful balance between efficiency and accuracy exemplifies HSBC’s approach to AI.

    Building future-ready analytics capabilities

    Both banks emphasise that successful analytics requires a comprehensive, long-term approach. Their experiences highlight several critical considerations for financial institutions looking to advance their analytics capabilities.

    Developing clear governance frameworks

    “Understanding your AI risk appetite is crucial because banking is a highly regulated environment,”

    Johri emphasised. Banks need to establish governance structures that :

    • Define acceptable uses for AI
    • Establish monitoring and control mechanisms
    • Ensure compliance with evolving regulations
    • Maintain transparency in AI decision-making

    Creating solutions that scale

    Li Mandri stressed the importance of building systems that grow with the organisation :

    “When you try to prototype a model, you have to take care about the data safety, ethical consideration, you have to identify a way to monitor that model. You need model standard governance.”

    Successful scaling requires :

    • Standard approaches to model development
    • Clear evaluation frameworks
    • Simple processes for model updates
    • Strong monitoring systems
    • Regular performance reviews

    Investing in people and skills

    Both leaders highlighted how important skilled people are to analytics success.

    “Having a good hiring strategy as well as creating that data literacy is really important,”

    Johri noted. Banks need to :

    • Develop comprehensive training programmes
    • Create clear career paths for analytics professionals
    • Foster collaboration between technical and business teams
    • Build internal expertise in emerging technologies

    Planning for the future

    Looking ahead, both banks are preparing for increased regulation and growing demands for transparency. Key focus areas include :

    • Adapting to new privacy regulations
    • Making AI decisions more explainable
    • Improving data quality and governance
    • Strengthening cybersecurity measures

    Practical steps for financial institutions

    The experiences shared by HSBC and ING provide valuable insights for financial institutions at any stage of their analytics journey. Their successes and challenges outline a clear path forward.

    Key steps for success

    Financial institutions looking to enhance their analytics capabilities should :

    1. Start with strong foundations
      • Invest in clear data governance frameworks
      • Set data quality standards
      • Build thorough documentation processes
      • Create transparent data tracking
    2. Think strategically about AI implementation
      • Focus on transformative rather than small changes
      • Consider the full costs of AI projects
      • Build solutions that can grow
      • Balance innovation with risk management
    3. Invest in people and processes
      • Develop internal analytics expertise
      • Create clear paths for career growth
      • Foster collaboration between technical and business teams
      • Build a culture of data literacy
    4. Plan for scale
      • Establish monitoring systems
      • Create governance frameworks
      • Develop standard approaches to model development
      • Stay flexible for future regulatory changes

    Learn more

    Want to hear more insights from these industry leaders ? Watch the complete webinar recording on demand. You’ll learn :

    • Detailed technical insights from both banks
    • Extended Q&A with the speakers
    • Additional case studies and examples
    • Practical implementation advice
     
     

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

    Watch the on-demand webinar : Advancing analytics maturity.

    By providing your email and clicking “submit”, you agree to receive direct marketing materials relating to Matomo products and services, surveys, information about events, publications and promotions. You can unsubscribe at any time by clicking the opt-out link provided in each communication. We will process your personal information in accordance with our Privacy Policy.

    &lt;script&gt;document.getElementById( &quot;ak_js_4&quot; ).setAttribute( &quot;value&quot;, ( new Date() ).getTime() );&lt;/script&gt;

    &lt;script&gt;<br />
    gform.initializeOnLoaded( function() {gformInitSpinner( 71, 'https://matomo.org/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery('#gform_ajax_frame_71').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') &gt;= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_71');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_71').length &gt; 0;var is_redirect = contents.indexOf('gformRedirect(){') &gt;= 0;var is_form = form_content.length &gt; 0 &amp;&amp; ! is_redirect &amp;&amp; ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_71').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_71').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_71').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */  }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_71').val();gformInitSpinner( 71, 'https://matomo.org/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery(document).trigger('gform_page_loaded', [71, current_page]);window['gf_submitting_71'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_71').replaceWith(confirmation_content);jQuery(document).trigger('gform_confirmation_loaded', [71]);window['gf_submitting_71'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_71').text());}, 50);}else{jQuery('#gform_71').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(&quot;gform_pre_post_render&quot;, [{ formId: &quot;71&quot;, currentPage: &quot;current_page&quot;, abort: function() { this.preventDefault(); } }]);                if (event.defaultPrevented) {                return;         }        const gformWrapperDiv = document.getElementById( &quot;gform_wrapper_71&quot; );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( &quot;span&quot; );            visibilitySpan.id = &quot;gform_visibility_test_71&quot;;            gformWrapperDiv.insertAdjacentElement( &quot;afterend&quot;, visibilitySpan );        }        const visibilityTestDiv = document.getElementById( &quot;gform_visibility_test_71&quot; );        let postRenderFired = false;                function triggerPostRender() {            if ( postRenderFired ) {                return;            }            postRenderFired = true;            jQuery( document ).trigger( 'gform_post_render', [71, current_page] );            gform.utils.trigger( { event: 'gform/postRender', native: false, data: { formId: 71, currentPage: current_page } } );            if ( visibilityTestDiv ) {                visibilityTestDiv.parentNode.removeChild( visibilityTestDiv );            }        }        function debounce( func, wait, immediate ) {            var timeout;            return function() {                var context = this, args = arguments;                var later = function() {                    timeout = null;                    if ( !immediate ) func.apply( context, args );                };                var callNow = immediate &amp;&amp; !timeout;                clearTimeout( timeout );                timeout = setTimeout( later, wait );                if ( callNow ) func.apply( context, args );            };        }        const debouncedTriggerPostRender = debounce( function() {            triggerPostRender();        }, 200 );        if ( visibilityTestDiv &amp;&amp; visibilityTestDiv.offsetParent === null ) {            const observer = new MutationObserver( ( mutations ) =&gt; {                mutations.forEach( ( mutation ) =&gt; {                    if ( mutation.type === 'attributes' &amp;&amp; visibilityTestDiv.offsetParent !== null ) {                        debouncedTriggerPostRender();                        observer.disconnect();                    }                });            });            observer.observe( document.body, {                attributes: true,                childList: false,                subtree: true,                attributeFilter: [ 'style', 'class' ],            });        } else {            triggerPostRender();        }    } );} );<br />
    &lt;/script&gt;
  • SEO for Financial Services : The Ultimate Guide

    26 juin 2024, par Erin

    You know that having a digital marketing strategy is crucial for helping your financial services business capture the attention and trust of potential customers and thrive in an increasingly competitive digital landscape.

    The question is — what’s the best way to go about improving your ranking in SERPs and driving organic traffic to your website ? 

    That’s where SEO strategies for financial services come into play. 

    This article will cover everything your company needs to know about SEO for financial services — from the unique challenges you’ll face to the proven tips and strategies you can implement to boost your ranking in SERPs. 

    What is SEO for financial services ? 

    SEO — short for search engine optimisation — refers to optimising your content and website for search engines, particularly Google. 

    The main goal of an SEO strategy is to make your site search-engine-friendly, show that you’re a trusted source and increase the likelihood of appearing in SERPs when potential customers look up relevant keywords — ultimately driving organic visibility and traffic. 

    Now, when it comes to evaluating the success of your financial services SEO strategy, there are certain key performance indicators (KPIs) you should keep track of — including : 

    • SEO ranking, or the position your web pages show up in SERPs for specific search terms (the terms and phrases identified during keyword research) 
    • SEO Score, which shows a website’s overall SEO health and indicates how well it will rank in SERPs
    • Impressions, or the number of times users saw your pages when they looked up relevant search terms 
    • Organic traffic, or the number of people that visit your website via search engines
    • Engagement metrics, such as time on page, pages per session, and bounce rate 
    • Conversion rates from website traffic, including both “hard” conversions (lead generation and purchases) and “soft” conversions (such as newsletter subscriptions) 

    It’s important to note that the financial services industry is incredibly competitive — especially given the large-scale digital transformations in the financial sector and the rise of fintech companies. 

    According to a 2022 report, the global market for financial services was valued at $25.51 trillion. Moreover, it’s expected to grow at a compound annual growth rate of 9.7%, reaching $58.69 trillion by 2031.

    Importance and challenges of financial services SEO 

    The financial services industry is changing rapidly, mainly driven by globalisation, innovation, shifting economies, and compliance risks. It’s crucial for financial service companies to develop effective SEO strategies that align with the opportunities and challenges unique to this sector. 

    Certain benefits of a well-executed SEO strategy, namely, better search engine rankings, driving more search traffic, delivering a better user experience, and maximising ROI and promoting business growth, are “universal.” 

    Illustration of top position in SERPs

    Financial services SEO efforts can provide a number of benefits. It can help you : 

    • Improve lead generation and customer acquisition ; the more search traffic you get, the higher the chances of converting visitors into potential clients 
    • Build a strong online presence and brand awareness, which comes as a result of increased visibility in organic search results and reaching a wider audience 
    • Increase your credibility and authority within the industry, primarily through high-quality content that shows your expertise and backlinks from authoritative websites 
    • Gain a competitive edge by analysing and outranking your main competitors 

    That said, financial services companies face some unique challenges :

    High competition : The digital arena for financial services is highly competitive, with numerous companies vying for the same business.

    YMYL (Your Money or Your Life) content : Google’s YMYL framework places higher scrutiny on financial content, demanding higher standards for experience, expertise, authoritativeness, and trustworthiness. We’ll cover this topic in greater detail shortly.

    Regulatory changes and compliance : The financial services sector is characterised by constant regulatory changes and new compliance requirements that businesses must navigate. Sometimes this makes it difficult to gather insights and market to your audience. 

    As a privacy-fist, compliant web analytics solution Matomo can provide valuable insights to support your SEO efforts. Matomo ensures compliance with privacy laws — including GDPR, CCPA and more — and provides 20-40% more comprehensive data than Google Analytics.

    Try Matomo for Free

    Get the web insights you need, without compromising data accuracy.

    No credit card required

    8 proven strategies for implementing SEO for financial services 

    SEO for financial services involves a wide range of strategies — including keyword optimisation, technical SEO, content marketing, link building and other off-page SEO activities — that can help your website rank higher in SERPs. 

    Of course, it’s not just about better search rankings. It’s about attracting the right search traffic to your website — potential clients interested in your financial services.

    Here are some proven financial services SEO strategies you should implement : 

    1. Build trust and topical authority 

    Financial services content typically covers more complex topics that could impact the reader’s financial stability and well-being — or, as Google calls them, “Your Money or Your Life” topics (YMYL). As such, it’s subject to much stricter quality standards. 

    To improve your YMYL content, you’ll need to apply the E-E-A-T framework — short for “Experience, Expertise, Authority, and Trust”. 

    This is a key part of Google’s search rater guidelines for evaluating a website’s quality and credibility. 

    The E-E-A-T standards become even more relevant to financial topics such as investment strategies, financial advice, taxes, and retirement planning. 

    In that sense, the overarching goal of your content strategy should be to build customer trust by demonstrating real expertise and topical authority through in-depth educational content. 

    2. Earn reputable external links through link-building 

    You also need to monitor your off-page SEO—factors outside your website that can’t be directly controlled but can still build trust and contribute to better ranking in SERPs. 

    These include everything from social media engagement and unlinked brand mentions in blog posts, news articles, user reviews and social media discussions — to inbound links from other reputable websites in the finance industry.

    That brings us to high-quality backlinks as a significant factor for YMYL content that can improve your financial services website’s SEO performance : 

    Earning external links can improve your domain authority and reinforce your brand’s position as a reliable source in the financial services niche — which, in turn, can contribute to better search engine rankings and drive more website traffic

    Here are a few link-building strategies you can try : 

    • Use tools like Ahrefs and Semrush to look for reputable websites and then request for them to link to your site
    • Demonstrate your expertise and get backlinks from reputable media outlets through Help a Reporter Out (HARO) 
    • Reach out to authoritative websites that mention your company without linking to you directly and ask them to include a link to your websit

    3. Conduct an SEO audit 

    An SEO audit is a key step in developing and implementing a successful financial SEO strategy. It sets the foundation for all your future efforts — and allows you to measure progress further down the line. 

    You’ll need to perform a comprehensive SEO audit, covering both the existing content and technical aspects of your website — including : 

    • Indexing issues
    • Internal linking and site architecture 
    • Duplicate content 
    • Backlink profile 
    • Broken links 
    • Page titles and metadata 

    It’s possible to do this manually, third-party tools will allow you to dig deeper and speed up the process. Ahrefs and Screaming Frog — to name a few — can help you evaluate your website’s overall health and structure. And, with a web analytics platform like Matomo you can easily measure the success of your SEO efforts.

    But this shouldn’t be a one-time thing ; be sure to perform audits regularly — ideally every six months. 

    4. Understand your target audience

    You can’t create helpful content without learning about your customers’ needs, pain points and preferences. 

    For example, a financial service provider focusing on individuals nearing retirement would prioritise content that educates on retirement planning strategies, investment options for seniors, and tax-efficient withdrawal strategies, aiming to guide clients through the transition from saving to managing retirement funds effectively.

    In contrast, a provider targeting small business owners would emphasise content related to small business loans, funding options, and financial management advice tailored to entrepreneurs seeking to expand their businesses and navigate financial challenges effectively.

    So, before you dive into keyword research and content creation, ensure you have a deep understanding of your target audience. 

    Identifying different audience categories and developing detailed customer personas for each segment is crucial for creating content that resonates with them and aligns with their search intent. 

    Matomo’s Segmentation tool can be of huge help here. It allows you to divide your audience into smaller groups based on factors like demographics and website interactions : 

    : Screenshot of Matomo's Segmentation tool demo

    In addition to that, you can : 

    • Engage with your frontline teams that interact directly with clients to gain deeper insights into prospects’ needs and concerns
    • Track social media channels and other online discussions related to the financial world and your audience
    • Gather qualitative insights from your site visitors through the Matomo Surveys plugin (questions like “What financial services are you most interested in ?” or “Are there any specific financial topics you would like us to cover in more detail ?” will help you understand your visitors better)
    • Watch out for financial trends and developments that could directly impact your audience’s needs and preferences 

    5. Identify new opportunities through keyword research 

    Comprehensive keyword research can help you identify key search terms — specific phrases that potential customers may use when looking up things related to their finances. 

    It’s best to start with a brainstorming session and assemble a list of relevant topics and core keywords. Once you have an initial list, use tools like Ahrefs and Semrush to get more keyword ideas based on your seed keywords, including : 

    • More specific long-tail keywords — and often less competitive — indicate a clearer intent to convert. For example :
      • “low-risk investment options for retirees”
      • “financial planning for freelancers”
      • “small business loan requirements”
    • Keywords that your competitors already rank for. For instance :
      • If a competing investment firm ranks for “best investment strategies for beginners,” targeting similar keywords can attract novice investors.
      • A competitor’s high ranking for “life insurance quotes online” suggests potential to optimise your own content around similar terms.
    • Location-specific keywords (if you have physical store locations)

    Google Search Console can provide information about the search terms you’re already ranking for — including underperforming content that may benefit from further optimisation. If you want deeper SEO insights, you can import your search keywords into Matomo. 

    While you’re at it, try Matomo’s Site Search feature, too. It will show you the exact terms and phrases visitors enter when using your website’s search bar — and you can use that information to find more content opportunities.

    Try Matomo for Free

    Get the web insights you need, without compromising data accuracy.

    No credit card required

    Of course, not all keywords are equal — and it would be impossible to target them all. Instead, prioritise keywords based on two factors : 

    • Search volume, which indicates the “popularity” of a particular query
    • Keyword difficulty, which indicates how hard it’ll be to rank for a specific term, depending on domain authority, search volume and competition 
    Illustration of search engine optimisation concept

    6. Find your main organic competitors 

    Besides performing an SEO audit, finding your core keywords, and researching your target market, competitor analysis is another crucial aspect of SEO for finance companies. 

    Before you start, it’s important to differentiate between your main organic search competitors and your direct industry competitors : 

    You’ll always have direct competitors — other financial services brands offering similar products and services and targeting the same audience as you.

    However, regarding search results, your financial services business won’t be in a “bubble” specifically reserved for the financial industry. Depending on the specific search queries — and the search intent behind them — SERPs could feature a wider range of online content, from niche finance blogs to news websites, and huge financial publications.

    Even if another company doesn’t offer the same services, they’re an organic competitor if you’re both ranking for the same keywords. 

    Once you determine who your main organic competitors are, you can analyse their websites to : 

    • Check how they’re getting search traffic 
    • See which types of content they’re publishing 
    • Find and fill in any potential content gaps 
    • Assess the quality of their backlink profile 
    • See if they currently have any featured snippets

    7. Consider local SEO

    According to a 2023 survey, 21% of US-based consumers report using the internet to look up local businesses daily, while another 32% do so multiple times a week. 

    Local SEO is worth investing in as a financial service provider, especially with physical locations. Prospective clients will typically look up nearby financial services when they need additional information or are ready to engage in financial planning, investment, or other financial activities.

    Here are a few suggestions on how to optimise your site for local searches : 

    • Create listings on online business directories, like Google Business Profile (previously known as Google My Business)
    • If your financial service company operates in more than one physical location, be sure to create a separate Google Business Profile for each one 
    • Identify location-specific keywords that will help you rank in local SERPs
    • Make sure that your name, address, and phone number (NAP) citations are correct and consistent 
    • Leverage positive customer reviews and testimonials as social proof

    8. Optimise technical aspects of your website 

    Technical SEO — which primarily deals with the website’s underlying structure — is another crucial factor that financial services brands must monitor. 

    It’s an umbrella term that covers a wide range of elements, including : 

    • Site speed 
    • Indexing issues 
    • Broken links, orphaned pages, improper redirects 
    • On-page optimisation 
    • Mobile responsiveness

    In 2020, Google introduced Core Web Vitals, a set of metrics that measure web page performance in three key areas — loading speed, responsiveness and visual stability. 

    Given that they’re now a part of Google’s core ranking systems, you should consider using Matomo’s SEO Web Vitals feature to monitor these crucial metrics. Here’s why :

    When technical aspects of your website — namely, site speed and mobile responsiveness — are properly optimised, you can deliver a better user experience. That’s what Google seeks to reward. 

    Plus, it can be a critical brand differentiator for your business. 

    Conclusion 

    Investing in SEO for financial services is crucial for boosting online visibility and driving organic traffic and business growth. However, one thing to keep in mind is that SEO efforts shouldn’t be a one-time thing : 

    SEO is an ongoing process, and it will take time to establish your company as a trustworthy source and see real results. 

    You can start building that trust by using a web analytics platform that offers crucial insights for improving your website’s ranking in SERPs and maintains full compliance with GDPR and other privacy regulations. 

    That’s why Matomo is trusted by more than 1 million websites around the globe. As an ethical alternative to Google Analytics that doesn’t rely on data sampling, Matomo is not only easy to use but more accurate, too — providing 20-40% more data compared to GA4. 

    Sign up for a 21-day free trial and see how Matomo can support your financial services SEO strategy. No credit card required.