Case Study

Transforming the Sales Process

Starting Point

A financial service company operating in 21 communities across Texas, providing their customers with personalized commercial and personal banking services was looking to improve themselves. To achieve this, they aimed to integrate their core banking system with their CRM solution. This integration was necessary to boost operational efficiency and facilitate their ambitious growth plans, which were stretching the limits of their current systems and processes.

The Problem

Customer data spanned multiple systems making it difficult for the teams to efficiently process the work in a timely manner. In order to meet their growth plans, they needed to integrate the data into one source of truth. However, like many banks, they faced a skills gap and resource constraints that meant they needed to retain an external third party to assist them in this process. CG Infinity, a systems integrator with 20 years’ experience in the Financial Services industry, was engaged to assure a seamless end-to-end solution and a disruption free transformation.

The Solution

CG Infinity’s team tailored the project to the bank’s situation using its pre-configured IgniteConnex integration solution to minimize risk and accelerate timelines. IgniteConnex is a highly scalable enterprise-grade low-code integration platform that helps Financial Services and Energy/Utility customers to connect systems, data, and processes to deliver value quickly. CG Infinity identified obstacles and challenges to ensure that appropriate controls were deployed to mitigate operational and business risk. In four short months, CGI integrated the bank’s Jack Henry CIF 20/20 data with their new Salesforce environment without any cost-creep in the project. Displaying the bank’s legacy client information in their new CRM solution helped improve service quality and made the customer experience more seamless. The project came in on time and on budget, securely establishing connectivity into the Jack Henry core environment.


Financial Services





Key Technology


"The key to maintaining our relationship-centric bank is high touch supported by high technology."

– Executive Vice President | Chief Lending Officer