AI Engineering

Purpose-built AI for high-stakes environments

Scalable, secure, and fast time to value. Built for regulated industries and real use cases.

AI Services

Turn AI ambition into real business impact

We help you move with purpose, making sure every step drives value—not just activity.

We align AI to your business goals, building on trusted platforms, and focusing on real outcomes from prototype to production.

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AI strategy and roadmapping

Define where AI fits, what success looks like, and how to get there securely and at scale.

AI governance
and risk management

Build a framework that keeps your AI compliant, ethical, and under control.

Agentic AI development

Design and deploy real agents that solve real problems for your teams and customers.

AI integration
and optimization

Make AI part of how your systems work, not a bolt-on.

Change management
and adoption

Help your people adopt and trust the AI you put in front of them.

AI is reimagining customer engagement models. Agentic AI presents an unparalleled opportunity to leapfrog past traditional digital banking to a new model: cognitive banking.

Featured Offerings

From strategy to scale, get agentic faster

Our offerings help customers across the AI maturity curve plan strategically and capture 
value quickly.

Data & AI Advisory

Strategic advisory to build a modern data foundation.

Your challenges
  • Disconnected or siloed data across systems
  • Unclear AI use cases or value path
  • Gaps in governance, security, or compliance
  • Lack of leadership alignment
  • No clear roadmap to activate data investments
Outcomes
  • KPI-aligned value assessment
  • Current vs. future-state architecture blueprint
  • Governance model for security and compliance
  • Executive-approved roadmap
  • Proof of concept‎‎‎‎ *optional
4-12 weeks
Agentforce Navigator

Expert support to guide your Agentforce rollout.

Your challenges
  • Limited internal expertise
  • Gaps in technical knowledge
  • Need for guidance, not execution
Outcomes
  • Architecture recommendations
  • Security and governance guidance
  • On-demand support
  • Review and validation of one in-progress solution
4-6 weeks
Agentforce ChargeUp

Test AI fast with two internal agents built for quick wins.

Your challenges
  • Manual internal workflows
  • Change resistance
  • Gaps in governance, security, or compliance
Outcomes
  • Two sandbox-deployed standard agents
  • Discovery, design, and testing sessions with iteration
  • Configured agents, topics, and actions using OOB features
  • Final demo session with user feedback and refinement loop
1-3 weeks
Agentforce LiftOff

Launch a real agent in production—with full support and measurable ROI.

Your challenges
  • A use case, but no clear path to production
  • Pressure to prove ROI
  • Limited internal expertise
  • No rollout or adoption plan
Outcomes
  • One complex or mixed-level use case in production
  • Full agent configuration, permissions, and user testing
  • ROI baseline tracking and post-launch monitoring
  • Knowledge transfer and enablement support
6-8 weeks

Our AI offerings expand far beyond these. Reach out for more information.

Meet the Experts

Fast wins, scalable impact—designed by experts

Our team knows what it takes to make AI real. We focus on practical use cases, fast wins, and trusted design that works for your people.

About Zennify
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Michael Blakeney

Sr. Director, Strategic Architecture

Mike brings over a decade of technology leadership to his role, blending deep expertise in cloud-native architecture and scalable software design. As a senior technology leader, he helps organizations align technical innovation with business strategy to deliver impactful, future-ready solutions.

He thrives on mentoring teams, streamlining complex systems, and leading with a product-minded approach. Known for bridging gaps between vision and execution, Mike ensures technology drives measurable results.

Outside of work, he enjoys spending time with his family and reading good books, always learning, always growing.

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Manvir Sandhu

Founder & Chief Innovation Officer

With over 20 years of experience in technology, consulting, and finance,  Manvir has been shaping Zennify’s direction since Day 1. As Founder and Chief Innovation Officer, he leads strategy and go to market for new solutions, strategic partnerships, and emerging technologies.

Named a 2021 Most Admired Executive by the Sacramento Business Journal, Manvir stays active in the community through the Salesforce Partner Advisory Board, the Greater Sacramento Economic Council, and the Sacramento Salesforce User Group.

He lives in Sacramento with his wife and three kids, and finds inspiration in football, tech, and time with family.

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Mark Wensell

CTO & General Manager, Digital Engineering

Mark brings 20+ years of strategic technology leadership to Zennify, with deep expertise in building scalable programs that deliver data, API, and AI-driven outcomes. As former CEO of Terazo, now part of Zennify, he leads the firm’s Digital Engineering team with a people-first mindset and a passion for innovation.

Mark’s approach centers on sustainable transformation—where process enables people, and technology amplifies results. He believes we’re in the early days of the AI revolution and is focused on helping organizations prepare with purpose.

Off the clock, Mark spends time with his family, often racing sailboats or exploring new places together.

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Nicolette Barbitta

Associate Principal Consultant

With 20+ years of IT and financial services experience, Nicollette specializes in nCino and Salesforce solutions for banks and credit unions. She focuses on loan origination, account opening, and process improvement—bringing structure, clarity, and empathy to every project.

Nicolette’s path to tech started with a broken computer and a determination to figure it out herself. Since then, she’s run her own repair business, led system implementations, and served as the sole nCino admin for 220 users. She’s a 5x nCino Community Champion, a Zennify Trusted Advisor award winner, and an advocate for mentorship and inclusion in tech.

Outside of work, Nicolette volunteers with the Butte Diaper Bank, enjoys time with her family, and brings her passion for people into every space she’s part of.

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Andrew Reed

Principal Consultant

Andrew brings 25+ years of experience at the intersection of financial services and technology. He’s led large-scale transformation across Wealth, Commercial, and Retail Banking, with deep roots in product management, innovation, and executive leadership.

His background includes 15 years leading strategy, product, and engineering teams at a full-service chartered bank and 7 years advising enterprise clients at a global consulting firm. He’s built and scaled AI-driven insights teams, delivered end-to-end FSC programs, and driven measurable business impact through tech modernization.

Originally from Stratford, Ontario, Andrew now lives in Calgary with his wife and three kids. Outside of work, you’ll find him on the sidelines of club and university sports or coaching teams through complex challenges, on and off the field.

ACCELERATORS

Launch-ready assistants, built for finance

+10% team efficiency
Retail Banking Agent

Customer engagement AI assistant

  • Agentforce
  • Self-Service
  • Agent Assist

Empower retail banking teams with a virtual assistant that handles service requests, product guidance, transactions, and account opening.

+10% advisor efficiency
Wealth Agent

AI assistant for advisors and operations

  • Agentforce
  • Advisor-Ready
  • Compliance Support

Support advisors with pre-meeting prep, document automation, tax and compliance workflows, and intelligent account management—all in one conversational layer.

+10 team efficiency
Insurance Agent

Omnichannel digital assistant for agents

  • Agentforce
  • Claims Support
  • Agent Assist

Reduce service time and increase policyholder satisfaction with an AI assistant for claims, fraud, agent knowledge, and customer web support.

+30% agent efficiency
Twilio AI Assistant

Conversational AI for modern contact centers

  • Generative AI
  • Omnichannel Automation
  • Voice + Messaging

Deliver real-time, intelligent self-service across voice, chat, SMS, WhatsApp, and more. Configured directly in Twilio Flex to streamline interactions, extract key data, and escalate seamlessly to human agents.

Get agentic, get productive