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.

Learn More

How We Help Financial Partners

Financial Services Cloud

Financial Services Cloud

Acclimating your team to Salesforce in an organized, confident manner with our cloud-based software implementation offerings is our process's foundation. Know your team has everything under control, rest easy with revitalized operations. 
Learn More
AI & Machine Learning

AI & Machine Learning

Unlocking the power of your data through AI and predictive analytics while implementing the technology to do so is an everyday activity for us at CG Infinity. Making informed and predictive decisions is imperative for staying ahead in the fast-paced financial industry. 
Learn More
Digital Transformation

Digital Transformation

Approaching your project holistically is a central part of our process. You will have 360-degree visibility throughout the process. Implementing your transition in this full-picture way catalyzes your company's growth so you can build efficient and scalable offerings.
Learn More
FinTech Partnerships

FinTech Partnerships

FinTech companies are businesses that leverage new technology to create new and better financial services for both consumers and businesses. We can partner with you to uncover the insights needed for successful and efficient targeting of Prospects and Leads.
Learn More
Innovation Lab

Innovation Lab

Our Innovation Lab has been designed using proven Strategies developed by experienced business executives building High Growth companies. This ½ Day Innovation Lab session will focus on identifying and prioritizing strategic initiatives.
Learn More
Strategic Planning

Strategic Planning

Initiatives should be selected and organized in an Enterprise Roadmap, which is a key source for Initiatives submitted for Executive Approval. Your Roadmap is a living artifact that will be reviewed quarterly in conjunction with the Annual Enterprise Planning activities.
Let's Get Started

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

Increased User Adoption Drives Regional Bank’s Financial Gains

Increased User Adoption Drives Regional Bank’s Financial Gains

Reviving a previously slow implementation of the Salesforce Financial Services Cloud to increase asset growth.
Learn More

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