Community West Bank

Services we provide:

  • Discovery
  • Strategy
  • UX/UI design
  • Website development
  • Xperience by Kentico implementation

 


About Community West Bank

CWB is a large community bank in southern California with over 20+ locations and a track record of financial strength, security and stability gained over its 44 years in business. CWB has set itself apart from other banks by its people, dedication to client advocacy, exemplary "relationship banking," strong community support and a mission to exceed expectations. With a passion for providing customized solutions, the merger drove the decision to revamp their digital services to better serve their customers.

The Process

In an era where digital presence is critical to financial institutions and mergers are frequent, the successful merger of Community West Bank (CWB) and Central Valley Bank (CVB) depended on a robust and well-executed digital strategy, critical to providing a seamless user experience for customers and employees. SilverTech, leveraging its expertise in Xperience by Kentico website development, customized a digital solution that unified the brands of these two banks into one cohesive user-friendly digital experience in just 4 months from start to launch.

The Challenges

The merger of CWB and CVB presented unique challenges, particularly in integrating two distinct digital landscapes into a single cohesive website. The biggest challenges included:

  • Differing Content Strategies: CWB's site was optimized for SEO with a rich content library, while CVB's site focused more on detailed product pages. Balancing these different content approaches was crucial.
  • Short Timeline: The project needed to be completed with a demanding timeline, delivering a high-quality, functional website, from planning to launch in less than four months.
  • Outdated Technology: The old CWB site suffered from poor mobile optimization, slow speeds, outdated information, and a lack of interactive features. This hindered customer engagement and usability.

DOWNLOAD FULL COMMUNITY WEST BANK CASE STUDY

Goals for New Site

SilverTech identified four main goals for CWB's new website with the main goal of unifying the brands. The merger of the two banks presented a unique opportunity to take advantage of the best from both brands.

Enhance the user experience and customer engagement

  • Improve testimonial and success story visibility
  • Simplify the site navigation
  • Maintain consistent/updated product listings and contact information

Modernize the look and feel of the website, aligning with the brand

  • Revise the visual design to improve brand consistency
  • Revamp the design elements such as color schemes, graphics, and styling to give the new website a fresh appearance
  • Create a site that is mobile responsive, giving users a seamless experience across all devices

Streamline product display and inquiry

  • Update the layout of products for consistency across the website

Use personalization and user data management to drive future success

  • Enable Google Analytics attribution for a clearer understanding of user journeys
  • Use Kentico data collection functionality to supplement Google Analytics
  • Integrate email and marketing automation for personalized user interactions

Solution and Implementation

Based on the insight gained, SilverTech devised a comprehensive strategy roadmap to address the challenges and deliver a seamless digital experience for the bank merger. It was SilverTech's recommendation that Kentico's newest hybrid CMS platform Xperience by Kentico would be the best solution for the new website. Xperience with robust features and functionality allowed SilverTech to create an exceptional digital user experience efficiently for CWB.

The Key components of the solution include:

  • Unified Content Strategy: SilverTech developed a content migration plan that combined the SEO-rich content from CWB with the detailed product information from CVB. This approach ensured that the new site would benefit from both banks' strengths while avoiding duplication and inconsistencies.
  • Modern Design and Functionality: The new website was built with Xperience by Kentico, featuring a modern, responsive design to enhance user experience across all devices. Key features included:
    • Enhanced Interactivity: Interactive elements and engaging content to improve customer interaction and retention
    • Improved CTAs: Clear, strategically placed CTAs to guide users through the site effectively
    • Technical Upgrades: Faster loading speeds, improved reliability, and mobile optimization to ensure a smooth user experience
    • New Functionalities: Inclusion of essential tools like product comparison tools, branch locator and more
  • Accelerated Development Timeline: Despite the tight timeline, SilverTech employed agile development practices to ensure timely delivery without compromising quality. The team worked in sprints to continuously test and refine the site, leading up to a successful launch within the four-month timeframe.

HIGHLIGHTS

2
Bank brands successfully merged
4
Short months from start to launch
1
Happy bank client

Is Your Marketing Agency Giving You the Transparency You Deserve?

6/12/25

Why You Should Own Your Marketing Accounts

Many business owners find themselves in a frustrating position with their digital marketing agencies. You're investing a significant budget in paid media management, but you lack visibility into your own accounts, spending details, or performance data. If this sounds familiar, you're not alone, and there are better ways to structure these partnerships.

Common Concerns We Hear from Prospects 

We regularly speak with business owners who share similar experiences:

•     Limited or no access to their own Google Ads, Facebook Business Manager, or Microsoft Advertising accounts

•     Unclear breakdowns of media spending versus digital marketing agency fees

•     Difficulty understanding what they actually own versus what the agency controls

•     Concerns about switching agencies due to account ownership complications

•     Frustration with lack of transparency in reporting and billing

These situations create unnecessary stress and business risks that can be easily avoided with a proper account structure.

Understanding the Account Ownership Challenge

When agencies maintain primary ownership of client accounts, it creates several potential issues:

Platform Compliance Risks: Google doesn't allow multiple accounts under one organization. When agencies manage numerous client accounts under their business structure, policy violations can affect all connected accounts, potentially leading to suspensions.

Limited Business Flexibility: If you want to bring marketing in-house or switch agencies, the transition becomes complicated when you don't own the accounts. This can result in lost historical data and optimization of work across all paid media campaigns.

Reduced Visibility: Without account ownership, you may not have full insight into information that's valuable for broader business decisions such as your media spending, audience data, or campaign performance.

Brand Control: Your marketing campaigns represent your brand in the marketplace. Maintaining control over these accounts ensures you can respond quickly to any issues or opportunities.

What Full Transparency Should Look Like

In a well-structured agency partnership, you should expect:

Complete Account Access: You own all marketing accounts (Google Ads, Facebook Business Manager, Microsoft Advertising Center, LinkedIn Campaign Manager, etc.) with your business email as the primary admin. The agency receives management permission to execute campaigns while you retain ownership.

Clear Financial Reporting: You should see detailed breakdowns of media spending, agency fees, and any other costs. No bundled charges or hidden markups.

Data Ownership: All audience insights, conversion data, and performance history belong to your business and remain accessible regardless of the agency relationship.

Seamless Transitions: Whether you're changing strategies, bringing work in-house, or switching agencies, the process should be straightforward because you control all the assets.

Evaluating Your Current Situation

Consider asking your current agency about:

•     Primary ownership status of all your marketing accounts

•     Detailed billing breakdowns showing media spend versus fees

•     Your level of access to campaign data and performance insights

•     Their process for account transitions if the relationship changes

Professional agencies welcome these conversations because transparency strengthens the partnership. 

Moving Forward: What to Look For

When evaluating agencies, whether staying with your current partner or exploring alternatives, look for those who:

•     Insist on client account ownership from the start 

•     Provide complete financial transparency 

•     Offer comprehensive training and access to all data 

•     Have documented processes for account management and transitions 

•     View their role as strategic partners rather than gatekeepers

A Better Approach to Agency Partnerships

The best agency relationships are built on mutual trust and shared goals. When you own your digital marketing accounts and have full transparency, your agency can focus on what they do best, developing strategy, optimizing campaigns, and driving results while you maintain control over your business assets.

At SilverTech, we believe that transparency and client ownership aren't just good practices, they're essential for building lasting partnerships. We help clients establish proper account ownership from day one and provide complete visibility into all aspects of their marketing investment from digital advertising and PPC to Search Engine Optimization (SEO).

If you're looking for a more transparent approach to digital marketing, reach out to our team. We'd be happy to discuss how proper account structure can benefit your business. After all, the best partnerships are built on trust, transparency, and shared success.


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