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

Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

Our teams are experienced in every aspect of Salesforce implementation and adoption from integrating into the Core and other systems to managing the Change Management and Communication to the organization.
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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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FinTech Partnerships

FinTech Partnerships

We work with Forward-thinking Financial Institutions to partner with FinTechs to provide superior Customer Experiences. This includes Banking-as-a-Service (BaaS) and integration of FinTech offerings into the Bank’s core products. This level of innovation allows for sustained market growth.
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Digital Transformation

Digital Transformation

Many Financial Institutions struggle with legacy technologies and processes. We help our clients develop and execute enterprise-wide Digital Transformation programs that provide the Bank increased efficiency, better Customer Experience and competitive advantage in their markets.
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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

Our teams have real-world experience facilitating with Executive Leadership to develop an actionable strategic plan and roadmap. By focusing on the highest ROI, organizations can direct their resources to make the most impact.
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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

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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Unveiling Risks in Model Migration and Automation

Unveiling Risks in Model Migration and Automation

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Empowering Agile Data Transformation

Empowering Agile Data Transformation

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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