Insights From Experienced Bankers

Bankers Helping Bankers

Within the financial industry, changes come at an ever-accelerating pace. Previously held methodologies are not enough to keep up. It is time for you to set the pace with CG Infinity’s suite of agile solutions designed to put your company at the front of the pack. Whether you’re looking for increased efficiency or new ways of doing business, we will implement your leading-edge adaptations.

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How We Help Financial Partners

Financial Services Cloud

Financial Services Cloud

We excel in Salesforce implementation, seamlessly integrating with the Core and other systems. Our Change Management ensures a smooth transition and effective adoption for your organization.
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AI & Machine Learning

AI & Machine Learning

Unlock the power of your data through AI and predictive analytics and implement the technology to do so. Making informed and predictive decisions is imperative for staying ahead in the fast-paced financial industry.
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FinTech Partnerships

FinTech Partnerships

Partnering with FinTechs, we empower Financial Institutions in forward-thinking collaborations, offering superior customer experiences through BaaS and integrated FinTech solutions, fostering sustained market growth.
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Digital Transformation

Digital Transformation

Financial Institutions face legacy challenges. We specialize in enterprise Digital Transformation, boosting integration, data transparency, efficiency, customer experience, and market competitiveness.
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Data Warehouse

Data Warehouse

An enterprise data warehouse is essential for modern data-driven operations, enabling advanced analytics, AI integration, and informed decision-making. It consolidates and manages data, leveraging AI for actionable insights and competitive advantage.
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Strategic Planning

Strategic Planning

Our teams collaborate with financial institutions, providing real-world expertise to develop actionable strategic plans for Executive Leadership, prioritizing high-ROI initiatives in integration, data transparency, and transformation.
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Meet the Team

Meet the Team

Rob Palacios

CINO & EXECUTIVE VICE PRESIDENT

Meet the Team

Allen Baumbach

VICE PRESIDENT OF DELIVERY

Meet the Team

Jeanne Moore

PRINCIPAL

Case Studies

Driving Efficiencies and Customer Satisfaction

Driving Efficiencies and Customer Satisfaction

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Transforming the Sales Process

Transforming the Sales Process

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Leverage Machine Learning and Data Analytics

Leverage Machine Learning and Data Analytics

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Accelerating Business Agility

Accelerating Business Agility

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Enhancing Cloud Workload, Security, and Compliance

Enhancing Cloud Workload, Security, and Compliance

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Cloud-Based Transformation for Long-Term Growth

Cloud-Based Transformation for Long-Term Growth

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Testimonials

“You guys went far beyond what we have received from others in the past."

CFO, Financial Services

“CG Infinity provides us with a unique business perspective that many Salesforce implementers simply do not possess. Their ability to bring real-world experience and Best Practices to our team made all the difference to us."

VP of Digital Transformation, Regional Bank

“The migration to Salesforce lightning was easier than I thought it would be thanks to the way you managed the project.”

IT Director, Regional Bank

“You guys helped us get the data we needed in order to improve our decision making.”

VP of Marketing, Security & Logistics

"CG Infinity not only has a knowledge of Salesforce, but a depth of experience in working with financial institutions.  Their advice on best practices has been crucial to the success of our implementation."

VP of Digital Transformation, Consulting Firm

”The CG Infinity team continually came back with additional build ideas and concepts that added further value to our customer experience. To say that I would merely recommend them is an understatement.”

CTO, Facilities Services

“Thank you so much for the Time Entry app! This app is great and is going to save so much time. This is going to be a huge time / productivity improvement for our teams.”

CIO, Tax Consulting Firm