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

Leading National Credit Union

Realizing the benefits of automation

Leading National Bank

Process mapping

Leading National Bank

Process analysis

Latest Insights

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 ...

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impact of coronavirus on real estate ecosystem header image

The impact of coronavirus on the real estate ecosystem

The coronavirus pandemic has created a new definition for unprecedented times. This has been a forced change for all of us. If you are part ...

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Digital Mortgages Pt.1

Introducing an ecosystem that revolves around you

Now in their mid-30s, Amanda and Steve are ready to make the biggest investment of their lives. Both are on an upward trajectory at work. ...

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