Financial Services

Making strategy, design, and development add up.
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Our practice

For decades, CI&T has enabled transformation for banks, asset managers, insurance companies and FinTech providers all over the world. Our approach includes co-creating outstanding business strategies and designing and delivering cutting edge digital experiences, underpinned by an effective data strategy. We help turn enterprise agile from a buzzword in reality and change company culture through lean digital and focusing on generating business impact every 90 days. Our financial services clients rely on us for our deep expertise in the industry and our clients include 20+ Financial Services companies,  four Global Top 50 banks, and two of the world's largest asset managers.

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(Re)Open For Business

Financial Services and Small Business: building back stronger, together.

Check out our new report that explores what banks must do to meet the needs of small businesses as we emerge from the pandemic.

Our work

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(Re)Open For Business - Financial Services and small businesses: building back stronger, together

Financial Services
The relationship between banking and small business has transformed. As the country emerges from pandemic-related restrictions, the needs and expectations of small businesses have changed significantly.
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Transforming a Top 30 Global Bank to its Digital Core

Digital Transformation
A leading top 30 global bank with over 60 million customers approached CI&T three years ago with a challenge: change the way they work. Though this bank was ahead of its competition, it believed that fintechs, new digital banks and tech giants like Amazon, Apple, Google, and Facebook were the real threat. They had two challenges: speed and culture.
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Top 25 U.S. Bank: How do you help a leadership team embrace a new approach?

Design Thinking
As part of an enterprise-wide transformation, we were asked to teach and inspire senior leadership to embrace the concepts and welcome the process of Design Thinking throughout the organization.
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Invaluable Assets: How trust, collaboration and learning made transformation possible

Digital transformation has reinvented customer expectations in many industries, and banking is no exception. At a top 30 U.S. bank, the response has been a drive to transform their internal culture into one of intrapreneurship, to discover new ways of working and banking.
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Security, CX and innovation: what’s the connection?

Customer Experience, Data Security
Security matters greatly to both customers and innovation success. Yet there’s little consensus on how much security should be proactively introduced into the customer experience (beyond what is absolutely essential) and the degree to which greater inclusion of security can drive overall success in innovation.
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Innovation speed to market study reflections

If I was surprised by the many findings in my latest research report ‘Innovation Speed to Market Report: How Financial Sector Firms Manage Innovation Projects to Meet Timelines and Customer Needs’, I’ll bet you will be too. While many of my studies have a primarily quantitative approach, this one relied solely on IDIs (In Depth Interviews) of leaders responsible for the biggest digital innovation projects in fintech or payments, ranging from three of the largest four North American banks, global payments providers, insurers and investment sector firms, to mid-market and small credit unions. Many of the interviews were conducted by phone, with the remainder at the U.S. Money2020 conference that I recently spoke at. For this study, I had operational support from the study’s sponsor, Comrade and the firm that recently acquired them, digital technology solutions provider CI&T.
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