Trust in Expertise

CG Infinity: Innovating in Financial Services
for Growth

Financial Services
Financial Services
Financial Services

Bankers Helping Bankers

Our Financial Services team consists of seasoned banking professionals with decades of experience. This gives us a unique perspective and appreciation for what is important to a financial institution. We understand how to grow value quickly while addressing regulatory pressures, risk appetites, and other industry specific elements.
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How We Help
Financial Partners

Digital Transformation

Digital Transformation

Financial institutions face legacy technology 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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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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Strategic Planning

Strategic Planning

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

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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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What our customers
have to say about us

“Thanks everyone for your continued hard work and patience to get these updates over the finish line. This was a true team effort.”
IT DirectorRetail Energy
“They are highly effective communicators to leadership and allow for a concise message. We have continued to use CG Infinity on subsequent stages of our project that include implementations of other Salesforce products.”
CEORetail Energy
“With CG Infinity, we were able to utilize our data and demonstrate measurable value for our business through the power of artificial intelligence, machine learning, and deep learning.”
CTORetail Energy
“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.”
CTOFinancial Services
"With CG Infinity, we were able to utilize our data and demonstrate measurable value for our business through the power of artificial intelligence, machine learning, and deep learning.”
CTORetail Energy
“We sincerely appreciate how the team is running the projects, managing the timeline, and answering our endless questions. We are beyond impressed!”
VP of IT
"With CG Infinity, we were able to utilize our data and demonstrate measurable value for our business through the power of artificial intelligence, machine learning, and deep learning."
CEOHousing Company
"CG Infinity did a great job assisting us in upgrading and rolling out incremental functionality. Our experience was exceptional."
CIOPrivate Equity Firm
"The migration to Salesforce Lightning was easier than I thought it would be, thanks to the way you managed the project."
IT DirectorRegional Bank
“You guys helped us get the data we needed in order to improve our decision-making.”
VP of MarketingSecurity and Logistics
"CG Infinity not only has knowledge of Salesforce but also 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 TransformationConsulting 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.”
CTOFacilities 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.”
CIOTax Consulting Firm
“We sincerely appreciate how the team is running the projects, managing the timeline and answering our endless questions. We are beyond impressed!”
VP of ITDistribution Services
“Thanks everyone for your continued hard work and patience to get these updates over the finish line. This was a true team effort.”
IT DirectorRetail Energy
“You guys went far beyond what we have received from others in the past."
CFOFinancial Services
“We could not have gone to a web based business system at a better time. As long as our people have access to a web browser and internet at home they have been able to work thanks to the work of the CG Infinity team"
CFOFashion Retailer
“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 TransformationRegional Bank
"They are highly effective communicators to leadership and allow for a concise message. We have continued to use CG Infinity on subsequent stages of our project that include implementations of other Salesforce products.”
CEORetail Energy
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