Banking & Lending

Build a bank that stays ahead of customers

We help banks and lenders move faster, work smarter, and deliver the seamless experiences customers expect.

200%

improved loan processing times

385%

boost in customer in engagement

25%

reduction in operational costs

Driving real impact for
bankers and lenders

Our nCino environment was heavily customized and complex. Without Zennify, our modernization efforts wouldn’t be possible. We’ve already seen meaningful progress with a projected savings of 5 FTEs.

Unmatched Salesforce expertise

Salesforce for financial services is our bread and butter. From Financial Services Cloud to Marketing Cloud to Data Cloud, we know how to make Salesforce work for banks and lenders.

Built for banking

We understand your systems inside and out—core banking, LOS, digital banking, and middleware. We integrate what you have and make it smarter, faster, and more connected.

Data is our lifeblood

With data-engineering at our core, every solution starts and ends with data. We unify, structure, and activate data to power smarter banking.

Built by industry insiders

We’ve been in your shoes. Our team includes former bankers and lenders who understand your challenges and speak your language.

ACCELERATORS

Accelerate your banking transformation

Save 2-4 weeks
FSC RapidRollout

Launch Salesforce Financial Services Cloud with prebuilt modules and proven implementation frameworks

  • QuickStart
  • Low-Code Configuration
  • Core Integration Ready

Fast-track your FSC implementation using pre-configured use cases for sales, service, and marketing.

Save 4-6 weeks
Deposit Account Opening - Banking

Streamline new deposit account onboarding for banks using Salesforce

  • Banking Onboarding
  • Retail Deposit Automation
  • Salesforce FSC

Accelerate retail and commercial deposit account setup with pre-built flows, data integrations, and configurable logic.

+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.

Save 2 weeks
nCino CML RapidRollout

Launch nCino Commercial Lending faster

  • Core Banking Integration
  • Real-Time Data
  • MuleSoft Connectivity

Accelerate commercial loan origination using 20+ pre-configured assets aligned to nCino Gold Standards.

The top dedicated Salesforce, nCino, and Databricks consulting firm for financial institutions.

Salesforce Data Cloud

Break down silos and centralize insights across systems, allowing for real-time decision-making and personalized financial solutions.

Insights

Modern banking starts here