Industries » Financial Services

Build for the customer-centric future of Financial Services

Integrate business and technology

From enabling omnichannel banking to automating business processes, we help financial services providers stand out at the intersection of customer experience, operations, and technology. Our consultants bring a breadth and depth of experience gathered from the industry, top consulting firms, and Fortune 500 companies.

Who We Serve

From our beginnings 15 years ago, Celerity's Financial Services team has worked across the industry, providing a unique blend of domain knowledge, technical, and functional expertise.

Banking

Insurance

Fintech

Mortgage

Broker/Dealer

 

Case Studies

Major National Credit Union

Vision and strategy

Major National Credit Union

Agile coaching – Instilling an Agile mindset

Major National Credit Union

Organizational change management playbook

Latest Insights

activate journey map

Activate your journey map

Why is activating a journey map difficult? As organizations digitally evolve and transform, every aspect of the customer journey is mapped. ...

Read more →
innovation at scale

Harnessing innovation at scale

Harnessing innovation can be painful and disruptive unless you turn an innovation process into part of your company’s everyday routine. ...

Read more →
the Age of the Customer

Bouncing forward

Recently, Anoop Warrier, former Head of Digital for SunTrust Bank, spent some time with me discussing digital transformation and leadership ...

Read more →