Mobile Consulting For Banks & Financial Services

Product strategy, mobile development, agile transformation and team augmentation services for banking and financial services

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We partner with forward-thinking banks and finserve companies to create and implement mobile strategies, deliver products to market faster, and drive agile transformation.

Make Mobile Work For You

According to Citi's 2018 Mobile Banking Study, mobile banking use in North America has increased by almost 25% over the last year, with nearly one third of US consumers stating they use mobile banking more than any other app on their smartphone. Customers expect more, and innovation and evolution are key to success. Our onsite mobile consulting services are an end-to-end solution that allows banks and financial services companies to drive product innovation, enhance customer experiences, and meet their mobility goals.

Mobile Vision


  • Defining and refining a digital roadmap
  • Evolution of the technology ecosystem in support of a digital roadmap
  • Improving customer experiences and increasing operational efficiencies

The Clearbridge Solution

At Clearbridge we not only take ownership of project deliverables, but our leadership team – comprised of financial and digital industry veterans – seeks to understand your goals and helps you achieve them through proactive recommendations, cutting edge concepts and strategic direction. Deliverables include:

  • Digital roadmap assessment
  • Technology roadmap assessment
  • Clearbridge sponsored lunch and learns, latest ecosystems deep dives, new mobile trends in the mobile space



  • Legacy processes impeding iterative development and evolution
  • Slow pace of adoption of iterative development processes in mature organizations

The Clearbridge Solution

We have fully adopted Agile and have fine-tuned our processes and technology stack to support rapid and efficient development. We continuously pass along our learnings to clients. Our process consulting deliverables include:

  • Initial process assessments to determine current organizational process challenges
  • Quarterly agile process audit with recommendations to support rapid evolution (e.g. continuous integration, Dev Ops, user story creation, estimation, effective use of tools, etc.)



  • Acquiring, cultivating, and retaining expertise
  • High demand and competition for talent
  • Finding the right people to meet development demands

The Clearbridge Solution

Our onsite mobile consultants are supported by subject matter experts from the Clearbridge Digital Center of Excellence that are well-versed in the latest mobile trends and technologies, best practices, and potential pitfalls.

  • Clearbridge Mobile is ranked #1 amongst Canadian App Development Companies by Clutch for 2018
  • Expertise gained from a variety of project experiences across banking and financial services
  • Clearbridge Digital Playbook covering Planning, Development, Launch and Operations

Our Work


We worked with PayPal to create its first tablet app and help bring its mobile solution into emerging markets. Creating a single code base to deploy across multiple platforms, we enabled PayPal to significantly improve time-to-market and deploy variants quickly.

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Cambridge Global Payments

Clearbridge and Cambridge Global Payments partnered to create Cambridge Link, a mobile solution for the FX trading and payments needs of businesses, and winner of the 2017 Global Finance Innovators Award.

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Featured Content

Resources on enterprise digital transformation, agile process, and mobile technologies in the banking and financial services industries.

DevOps & Change Management In The Enterprise World

The 2018 Enterprise Mobility Report

Disruptive Technologies & The Outlook For Banks

Start A Conversation

Learn more about how Clearbridge Mobile can help your organization define its mobile vision, solve mobility challenges, and meet delivery demands. Start a conversation today.


688 Chrislea Rd, Vaughan, On., Canada

Toronto Office

1 University Ave Toronto, On., Canada