Financial Services

It’s time for financial services organizations to become more customer-centric. As innovation raises the customer service bar across all industries, Zennify helps its clients compete—and win—through intelligent, high-touch customer engagement solutions built on the world’s #1 CRM platform.


As a Salesforce Platinum Partner with more than 400 implementations to date, we back our practice with years of experience, broad industry knowledge and deep familiarity with best-in-class financial technologies to help you transform your business and innovate around your most vital asset: your customers.

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    Wealth Management

    To tap into the potential of today’s rapidly changing wealth management market, successful firms must adapt to heightened client expectations, differentiate themselves through customer experience—and embrace the technologies to do so. Financial advisors need the tools to anticipate client demands, deliver proactive advice and increase wallet share. Teams must be empowered to collaborate around valuable customer data—anytime, anywhere, on any device. Advisors require the critical insights to translate leads into high-value relationships and grow their books of business. Zennify’s comprehensive approach helps firms harness the power of integrated technology to meet the demands of today’s smart investors and unlock a wealth of opportunity.

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    Banking & Lending

    Banking and lending isn’t just about money. It’s about helping customers achieve their life goals. To deliver the comprehensive, personalized financial solutions clients need, banks must break down silos, uniting disconnected systems and processes to create a complete, 360-degree view of customers and households. By offering elevated digital experiences and frictionless service, institutions can activate customer relationships and edge out the competition. And by streamlining slow, complex processes and driving collaboration, they can supercharge the productivity of bankers, loan officers, service representatives and other team members. Zennify solutions for banking and lending help you place the customer at the center of every interaction—and open a vault of loyalty and business value.

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    Insurance

    It’s time to have a smarter system, one that identifies cross-sell opportunities and other key functions like pipeline management, renewals, contracts and other basic communications. Let’s integrate and get that data working for you. Streamline the insurance business lifecycle with full transparency and a cohesive hub that keeps brokers, agents, and carries in the loop through all cycles including new business, onboarding, automated renewals, claims, and contracts. Create technological mediums for clients to engage with their agents, brokers and carriers utilizing multiple Salesforce tools to make something once overwhelming, easy and inviting.

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    Web Development

    Additional applications are often desired to complete and streamline processes either on the front end or the back end of solutions. Our dedicated team of experts are experienced perfecting the interaction of front end usability with backend functionality across web applications interacting with FinTech solutions. Our team prides themselves in their expertise across multiple platforms including React, Java, Heroku, Node.js, .Net and other web dev and application tools to deliver innovative FinTech Solutions in conjunction or independent of your Salesforce solutions.