FINANCIAL SERVICES

Invest in Tech, Bank on Success

NAVIGATE FINANCIAL TECH CHANGES TO STAY AHEAD OF THE CURVE.

We specialize in guiding institutions to navigate the changes that impose new challenges for the financial industry. We ensure seamless integration of front-end and back-end systems to meet customer expectations, as well as data security and fraud protection expertise to safeguard financial digital assets. We enhance customer experiences through personalized technology pathways, utilize big data and AI for insightful decision-making, and boost operational efficiency by automating processes.

30%

of the largest banks in Latin America partner with us

20

years of partnership with the biggest bank in Latin America

OUR SOUTIONS

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

OUR CONTENT

5x Faster Software Delivery for a Leading Payments and Benefits Provider

A forward-looking financial advisor in a suit walks through a modern office, using a tablet, with a colleague in the blurred background.

The Three-Rung Digital Transformation Ladder for Wealth Management Firms

A stylish Black woman uses a smartphone and a credit card to perform a transaction at an outdoor ATM.

AI Is Changing the Customer Experience. Is Your Bank Ready?

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How Banks Can Activate Greater Value in the Cloud Along Their Modernization Journey

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Salesforce Financial Services Cloud: Empowering Retail Banks to Exceed Customer Expectations

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Salesforce Financial Services Cloud: Helping Wealth Management Firms Meet Client Expectations

CI&T Announces Strategic Appointments to Drive Key Vertical Growth in North America

CI&T Announces Strategic Appointments to Drive Key Vertical Growth in North America

Itaú: Transforming Project Management with AI

B3: Transforming Financial Education with Generative AI

CI&T The Future Of Finance

The Future of Finance

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How Banks Can Maximize the ROI of Their Salesforce Investment

Alelo's Path in AI-powered Software Development

man using banking app

Why a Banking CRM Refresh Is Your Best Bet in a Tough Market

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Simplifying Complexity for Planet Payment

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Next: Revolutionizing Digital Banking

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How Alelo Boosted Revenue

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Bullla: Revolutionizing Digital Finances with Gen AI

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Franklin Templeton's Digital Briefcase

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Generative AI in Payments

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Real-Time Payments: Navigating Complexity, Unlocking Value | Datos Insights

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ROI-Based CX: Increase Customer Acquisition and Loyalty in Banking

C6 Bank: Carbon Footprint on the bank statement

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4 Questions Every Bank CEO Should Ask Before Investing in Generative AI

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3 Ways to Improve Customer Experiences with Open Banking

How to Define, Measure and Boost CX Value Drivers

Banking Customer Experience - How to Define, Measure and Boost CX Value Drivers - Part 2

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CI&T, Databricks, and a World Leader in Consumer Credit Reporting

Personalize your bank digital customer experience

Helping Banks Grow With Digital Experience Management

Five Digital Capabilities Your Bank Must Have eBook

Five Digital Capabilities Your Bank Must Have

CI&T Financial Services - Bank-Tech Modernization Can Leave Core Functions for Last

A Roadmap for Bank-Tech Modernization: Leave Core Functions for Last

Open Banking in Canada: The Future Begins to Take Shape

Open Banking in Canada: The Future Begins to Take Shape

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