Financial Services

Driving the Future through Increased Customer Engagement, Higher Revenue and Lower Costs

What We Deliver


10X
ROI from compliance cost savings and reduced regulatory fines
agile-enablement iconStronger results and outcomes via Agile, technology and data architectures
50%
Efficiency gains via streamlining policies and procedures
cloud-migration iconUtilizing data as an asset via cloud migrations and transformations

Transformation Challenges and Opportunities in Financial Services

How We Help

While every organization and engagement has unique objectives, we assist with:

  • Partnering across lines of business and functions to create strategies and roadmaps that drive program success and adoption of new solutions
  • Activating Agile teams to implement solutions efficiently and promote culture change to drive user enablementand adoption
  • Leveraging cloud, DevOps, data management platforms, identity and access management, data architecture and data analytics and reporting to enhance customer experiences and realize back-office efficiencies
  • Consolidating customer data for insights and attribution modeling to enable, automate and optimize AdTech and MarTech capabilities
  • Creating and executing specific use cases for customer acquisition, retention and growth, including cross-selling, upselling and new product development
  • Driving efficiencies and revenue via business process optimization and Agile process improvements

Who We Work With

Our extensive client list in financial services includes:

  • Top 10 bank holding company
  • Leading mortgage provider
  • Credit card division of global bank
  • Multinational financial services conglomerate
  • Mortgage solutions provider

What Clients Say

  • “Infinitive’s people think strategically and are detail-oriented, too. We structured our project approach to efficiently gather high-quality data that could be used to drive performance improvements moving forward.”
    Director, Leading U.S. Financial Services Firm

What Can We Solve with You?

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