Financial Services

Cutting-edge digital experiences that deliver business value quickly
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Our practice

CI&T’s Financial Services team draws upon decades of operational and consulting experience in banking and asset management.

The team will work with you to create and implement differentiated digital experiences, as CI&T has done since 1995 for some of the world’s largest financial services companies. So forget about piecing together consultants, designers, and software vendors. Instead, CI&T provides end-to-end solutions - from strategy to design to engineering, testing, and implementation. Areas of expertise include customer experience management, mortgage operations, real-time payments, open banking, banking-as-a-service, and asset and wealth management. 

Our services

Retail Banking Customer Experience & DXP

• CX return on investment measurement
• Customer journeys
• UX design
• CMS development & delivery
• Cloud hosting
• Personalization • CDP (Customer Data Platforms) 

Mortgage Lending & Servicing

• Offerings include nearly all functionality a mortgage originator or servicer needs
• Proven accelerators that reduce time to value
(Lead management)
• Loan officer experiences • Document management
• CRM (Customer relationship management)

Open Finance & Banking-as-a-Service

• Expertise in regulated open banking markets
• Strategy & Business Model Development
• Proven Reference Architectures
• Accelerators Based on Your Bank’s Infrastructure & Product Roadmap

Real-Time Payments

• Custom solutions for RTP and FedNow
• Expertise building high-volume, low-cost, secure, cloud-native payment solutions for top global banks
• End-to-end instant payments solutions from CX through back-end
• Payments-as-a-Service leveraging our open finance infrastructure 

Data Analytics & Marketing Technology

• Customer Data Platforms
• Market segmentation
• Marketing trigger events and best actions

Asset & Wealth Management

• Portfolio management automation
• Market segmentation
• Marketing trigger events and best actions
• Customer relationship management
• Digital CX management
LENDING PACKAGED SOLUTION
Fast-tracking digital enablement
for fintech and lending institutions

Meet the four accelerators

AccelDocs

Powering Streamlined, Accessible Digital Document Management

AccelLeads

Powering Intuitive, Smart Lead Management

AccelPOS

Building Custom, Dynamic Digital Lending Experiences

AccelCRM

For More Conversions at Every Part of the Funnel

Some of the clients
who trust us

Bank Of The West logo
BlackRock logo
Invesco logo
Itau logo

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