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Trust in Expertise
Innovating In Financial Services For Growth
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.
How We Help
Financial Partners
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 Director
Retail 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.”
CEO
Retail Energy
“With CG Infinity, we are able to utilize our data and demonstrate measurable value for our business through the power of artificial intelligence, machine learning, and deep learning.”
CEO
Housing Company
“CG Infinity did a great job in assisting us in upgrading and rolling out incremental functionality. Our experience was exceptional”
CIO
Private Equity 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
Financial Services
“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
"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
"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 Transformation
Consulting Firm
“You guys helped us get the data we needed in order to improve our decision-making.”
VP of Marketing
Security and Logistics
”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
“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
Distribution Services
“You guys went far beyond what we have received from others in the past."
CFO
Financial 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."
CFO
Fashion 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 Transformation
Regional Bank
Let’s Discuss How to
Make your Business Better.
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