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

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. 
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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. 
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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.
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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.
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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.
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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.
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Meet the Team

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.
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Testimonials