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

Organizational alignment

Leading National Credit Union

Improving the mortgage underwriting process

Leading National Credit Union

Realizing the benefits of automation

Latest Insights

Unbanked and underbanked

Serving the unbanked population

A 2020 FDIC report shows that 6% of US households were unbanked, meaning that no one in the household had a checking or savings account at ...

Read more →
financial services transformation

Evolving Organizations Responsive Enterprise

As the staggering pace of technological transformation continues, organizations are working tirelessly to not only adapt, but thrive. I had ...

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 →