Introducing modern managed services for financial services

Kevin Murray

GM, Canada & SVP Marketing & Alliances

Flexible, cost effective, and AI-enabled managed services that reduce total cost of ownership and drive real outcomes

“We used to be held accountable just for delivering projects, but not for the success of them. Now, we’re (rightly) responsible for ensuring business value is realized from our technology investments.”

This is from a recent conversation with a regional banking customer. While it may seem obvious, for many years this was the norm for technology consulting and especially managed service engagements. Deliver what your client asks for and don’t ask too many questions.

While this may have been the expected experience during the years of massive SaaS adoption and cheap investment dollars, it doesn’t hold up today. Tighter budgets, greater scrutiny on spend, and the need to tie those dollars to business outcomes has driven a shift in technology consulting— particularly in managed services.

Pair this shift with the AI revolution and traditional managed services should be flipped on it’s head. So that’s what we’ve done.

Modern Managed Services: Faster, smarter, guaranteed

At Zennify, we’ve just launched our Modern Managed Services, servicing financial institutions with AI-enabled, outcome-driven, flexible and cost effective offerings for Salesforce, nCino, MuleSoft, and enterprise data management.

What makes Modern Managed Services different?

Flexible Resourcing: Unlike traditional managed services, who sell you consultants from the “bench”, we provide the best consultants to help you achieve your business objectives. First, we help define what you’re trying to accomplish, then we pair the right resources for your organization. From there, you have the control to flex resources up or down quarterly.
Cost Effective: Mix and match onshore, nearshore, and offshore resources to manage costs. This comes with peace of mind that regardless of resource location, you’ve got the Zennify guarantee of success. Start small and grow based on your needs.
AI & Intelligence-Enabled: Our team is enabled with AI and intelligence solutions that allow them to do more, faster. Reduce technical debt, improve documentation, measure org performance, and hold us accountable to progress. Expect 10X return from your AI-enabled Admin.
Outcome-Obsessed: Together, we’ll define KPIs to measure performance and output against. To ensure we deliver against your business objectives, we’ll put financial holdbacks in our contracts. So if we don’t deliver, you don’t pay.

Defining resources based on need and outcomes

It’s not always clear what resources you need to hit your goals; additionally as the Salesforce platform and customer expectations change, it becomes even harder to match the right skillsets to organizational challenges. So why hire and increase total cost of ownership, when you can outsource to gain flexibility in contracting based on the needs of your business now and in the future?

Below is a list of the different types of individuals Zennify has available to support your internal teams and initiatives.

Strategy Advisors: Industry advisory, solution guidance, roadmapping, and ROI-analysis.
Platform Consultants, Business Analysts, Admins & more: Troubleshooting, release management, deployment, governance & reporting.
Developers: Apex, Visualforce, Lightning Components, integration, customization, and automation.
Platform Architects: Marketing, Sales, Service, FSC, MuleSoft, nCino, Databricks, Twilio & more.
AI & Data Engineers: Data preparedness, architecture and strategy design, system integration and unlocking AI

Managed services that make sense for you

Zennify’s Modern Managed Services encompasses three base offerings from which you can customize based on your needs.

Managed Admin Services: Tech-enabled and cost efficient solution for post go-live support, with the added benefit of proactive org maintenance and continuous improvements.
- Ticket resolution, org health, tech debt remediation, security audits, backlog development, declarative config, reports, dashboards, data mgmt., documentation, user training
Expert in the Room: Get advice from our most senior and experienced resources with flexible packages to meet your needs.
- Roadmap development, advisory workshops, stakeholder alignment, performance analysis, change management, AI preparedness
Program Services: Dedicated support for mission critical, high value engagements by securing named expert resources that will augment your team without all the overhead.
- Strategy and roadmap, design and advisory, enterprise data architecture, integration, platform configuration and development, change mgmt, AI preparedness and development

Get a jump on next year and get started today

Modern Managed Services should compliment your internal team to reduce total cost of platform ownership while moving your business forward. Here’s how we get started with assessing what managed services you need.

Assess organizational and platform priorities: Jointly define what you’re trying to achieve and outline KPIs for our team to work towards.
Assess org current state: With the help of Hubbl Diagnostics, we’ll quickly assess the current state of your Salesforce org to better understand age, usage, metadata complexity and technical debt. This helps us build a roadmap for future development.
Define key resources and contracting requirements: Once we know what you’re trying to accomplish, the current state of your org, we’ll jointly define what resources are needed to accomplish your goals. We’ll work to make sure we’re as cost effective as possible while ensuring successful delivery against business outcomes.

It’s time to expect more from your consulting partners. Modern Managed Services holds our clients and our team accountable to delivering actual business value, faster. Get started today.