Driving Efficiencies and Customer Satisfaction

The bank's desire to integrate platforms without the right resources lead to inefficient processes and created problems for the business. The client lacked our internal expertise needed to make such a digital transition and could spare neither the the time nor resources to cultivate it within a reasonable timeframe. In previous attempted digital integration projects, the bank had experienced poor luck with other consultants, leaving them wary of the process as a whole. However, in order to stay competitive, the bank knew they had to find a trusted partner to assist them through their digital transition. They reached out to CG Infinity.

CG Infinity’s well-rounded knowledge and experience as former bankers made for an ideal partnership to achieve our clien'ts goals. Following an introductory discovery stage, CG Infinity began migrating the various systems and data from the bank’s legacy infrastructure into Banno by Jack Henry. CG Infinity set standard benchmarks for the progress of the project with regular stand-ups to make sure both sides of the partnership were up to date and capable of making real-time decisions together. The integration came in on time and on budget. The bank’s customers could now view their wealth accounts alongside their banking accounts. This partnership allowed the bank to utilize technology and provide the high-touch customer service their clients have come to expect.