The data and experience consultants for financial services
With unmatched depth in financial services and regulated industries, we’re experts in the technology and processes that run your business.
Strategy with a bias for action
We don’t sell slide decks. We show up to solve. That means agile delivery, a data-first mindset, and AI and automation.
We focus on outcomes you can measure. And we expect change from our own teams, not just yours.
Build a modern data foundation and AI-ready architecture.
Design, migrate, or streamline Salesforce environments to maximize business value from day one.
Reduce data siloes and build connected, intelligent experiences.
Drive adoption and accountability across platforms and your organization.
Maximize efficiency and costs while delivering better customer experiences.
Zennify was the powerhouse behind our success—bringing together 22 departments and hundreds of processes into Salesforce with the precision and strength of a super-team.
Director of Business Transformation
Consulting built for impact
From data modernization to digital workforce enablement, our advisory services accelerate enterprise transformation with a clear path and the right experts.
Strategic advisory to build a modern data foundation.
- Siloed data across systems
- Unclear AI use case
- Governance, security, or compliance
- Leadership alignment
- KPI-aligned value assessment
- Current vs. future-state architecture blueprint
- Governance model for security and compliance
- Executive-approved roadmap
- Proof of concept *optional
- Change management recommendations
Performance audit and optimization roadmap.
- Unused features and licenses
- Security or compliance concerns
- Slow performance and technical debt
- Lack of roadmap for AI readiness
- Poor user adoption
- Adoption and license report
- Risk and security recommendations
- Cleanup plan for legacy fields and automations
- Roadmap aligned to AI and business priorities
3 months minimum
Senior advisory support to guide roadmaps, change initiatives, and platform decisions.
- Leaders looking for guidance on performance, planning, and future-state design.
- Strategic roadmap development
- Executive workshops and stakeholder alignment
- Change management and governance best practices
- Platform performance analysis and AI readiness
Our complete consulting services offerings expand far beyond these. Reach out for more information.
Backed by experts who know your world
With roots in banking, insurance, and other regulated industries, we go beyond implementation. From license activation to user adoption, our teams stay close. We don’t just build strategy—we stay with you to see it succeed.
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.
Founder & Director of IT
As one of Zennify’s founders, Jesse has been solving problems and building systems from day one. He leads internal IT, operations, and employee enablement programs with a deep understanding of both technology and people.
Jesse has helped countless organizations improve operations, reduce inefficiencies, and empower their teams with scalable solutions. He’s passionate about mentoring the next generation of problem solvers and keeping Zennify’s foundation strong as the company grows.
Outside of work, he enjoys life in Idaho with his wife of 16 years and their four kids.
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.
Principal Consultant, Banking
Lauren is a Principal Consultant with 18 years of experience in banking and fintech, including nearly two decades at ATB Financial. She specializes in large-scale technology transformations, operating model design, and change management helping financial institutions align systems, teams, and strategies to deliver real outcomes.
With a background that blends business, technology, and fine arts, Lauren approaches challenges with both structure and creativity. She’s passionate about the intersection of human behavior and digital transformation and brings that lens to every client engagement.
Based in Calgary, she spends her time off hiking, snowboarding, golfing, or traveling with her husband and hockey-loving son.
Vice President, Delivery
With nearly 20 years of experience in the Salesforce ecosystem, Kallen brings deep delivery expertise and energy to everything she does. She’s been with Zennify since the early days, helping build and lead the Delivery team from the ground up.
Her approach is grounded in efficiency, collaboration, and an unwavering focus on outcomes. Whether she’s guiding a complex implementation or optimizing internal operations, Kallen leads with clarity and purpose.
When she’s not working with clients or leading her team, you’ll find her spending time with family and friends—or training and competing on horses.
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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