Elevate and accelerate: Zennify’s 2025 highlights and what comes after

A stronger team, a clearer story

One of the most important milestones this year was bringing the Zennify and Terazo teams together. Their depth in data engineering, AI, API development, and platform modernization strengthened our ability to help financial institutions connect systems, improve data quality, and prepare for AI with confidence. It also expanded the range of problems we can solve, from enterprise-wide data strategy to customer engagement, core modernization, and next-generation service models.

Uniting the two teams made it clear that our brand and story needed to evolve. Clients weren’t just coming to us for Salesforce expertise. They were asking for data unification, CDP, and AI advisory, and the engineering needed to turn insights into action. Our combined capabilities reflect that shift.

This is what led us to sharpen our brand and launch a refreshed website. The new site brings our full set of services into one place, organized by industry, solution, and technology. It highlights the outcomes our clients achieve and reflects the way we help institutions modernize with clarity, speed, and reliability. It’s a clearer expression of who we are now and the work we’re positioned to lead next.

Read more: Engineered for Outcomes: Our New Site Is Live

Delivering outcomes in financial services

This year, we partnered with banks, credit unions, insurers, and wealth firms to deliver results that moved the needle. Here are some of the highlights: 

• Mutual of Enumclaw: We transformed Salesforce from a “fancy Rolodex” into Agency 360. Prep that took up to four hours now happens in minutes. Adoption doubled. Territory planning, segmentation, and performance views all live in one place.
• Northwest Federal Credit Union: We helped unify sales, service, marketing, and core banking systems. Case resolution went from days to hours. DNA Activity Manager was retired. Real-time data now drives decisions across teams.
• Farm Credit Mid-America: With Marketing Cloud and FSC, FCMA achieved a 33x increase in customer engagement, a 385% rise in engaged leads, and 82x faster email creation.
• Treatwell + Twilio: Our teams automated 75% of inbound calls with a natural GenAI voice assistant. Appointment booking became 50% faster. Total bookings increased by 10%.

These stories share a common thread, stronger data foundations, intelligent automation, and user experiences that reduce friction while increasing clarity.

Welcoming new industry leaders

We expanded our bench this year with leaders who’ve shaped marketing, banking, and wealth strategies inside financial institutions.

‍Laura Sullivan Ethridge, Industry Advisor, joined us with more than 30 years of experience at American Express, Wells Fargo, and Hancock Whitney. She helps executives and marketers turn AI and Data Cloud into practical, human-centered engagement strategies.

‍Lauren Slen, Principal Consultant for Banking, brought her experience leading transformation at ATB. She advises banks on modernization, compliance alignment, and operational scale.

‍Andrew Reed, Principal Consultant for Wealth, also from ATB, helps wealth firms build clear roadmaps across Salesforce and their broader data ecosystem.

Their background inside financial institutions helps us connect strategy to execution, making sure the work we do fits the pace, constraints, and expectations our clients manage every day.

Internal AI momentum: ZennLab and our AI agent team

2025 was the year AI became part of how we work internally. Through ZennLab, we introduced the AI Agent Team, a digital workforce supporting research, sales, delivery, HR, and legal.

The team includes Glengarry for client research, Maverick for proposal and SOW risk profiling, Serena for proposal outlines, Rainman for early estimates, Elle for MSA and NDA review, RFP-Ralph for RFP responses, HI for onboarding, and Yoda for AI-assisted delivery guidance.

New hires meet them on day one, and teams use them daily. The results are clear, faster preparation, more consistency, and fewer repetitive tasks slowing down the work. These agents are the foundation of how we scale AI responsibly across the company.

The Zenn Lounge: A home for financial services at Dreamforce

The Zenn Lounge returned this year, continuing our annual tradition of creating a dedicated space for the financial services community at Dreamforce. It was our biggest Lounge yet, with more than a dozen sessions, six industry events, and over forty-five speakers across four days.

Discussion focused on modernizing data foundations, preparing teams for AI, rethinking service models, and strengthening relationship banking. The Lounge gave attendees a calm, intentional environment to step away from the noise of the conference and focus on practical next steps. It has become a trusted hub for financial services at Dreamforce, and this year reaffirmed its importance.

Read: Top 5 Dreamforce 2025 announcements for financial services 

Expanding our capabilities

Our reach expanded this year across both geography and technology.

In Canada, we formalized our presence and are now supporting a growing number of banks, credit unions, and wealth firms. Thirty percent of our team growth over the past 18 months came from Canada, and we continue to hire and invest in the region.

Read the full expansion story 

Across Twilio and Salesforce, demand for trusted, compliant engagement surged. Twilio is becoming one of the most integrated systems for Salesforce, and our accelerators helped institutions launch modern contact centers and AI-powered service experiences in weeks rather than months. This work is giving financial institutions a stronger foundation for real-time, personalized engagement.