SALESFORCE FINANCIAL SERVICES CLOUD
Turn FSC into your competitive edge
We've delivered more successful FSC projects than anyone - helping banks, credit unions, insurers and wealth firms serve smarter and scale faster.
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We needed a partner who understood how to bring our systems and teams together. Zennify helped us build a foundation for smart, scalable digital growth.
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VP Digital Marketing & Customer Experience, Bell Bank
Built for your industry
Grow deposits, deliver greater personalization and streamline onboarding with the most powerful CRM built for modern financial institutions.
Assess and plan for the transition from Sales and Service Cloud to FSC.
- Overly customized, Sales and Service Cloud
- High technical debt, low adoption and usage
- Gaps in governance, security, or compliance
- Existing org health analysis
- Industry best practice comparisons
- Expert review of custom code and customizations
- Recommendations on what to automate, replace, replicate and retire
End-to-end FSC for onboarding, service, and LOS integration.
- Teams toggling between Salesforce, LOS, and core systems
- Account openings that take days
- No clear view of customer relationships or products
- Open new accounts in under 5 minutes
- Cut onboarding steps by 60%
- Resolve service cases 2x faster with full customer context
Support advisors with the tools and insights they need to deliver better outcomes, faster.
- Advisors prep manually across multiple tools
- Incomplete household and portfolio data
- No clear view of goals, activity, or history
- Save 30+ minutes per application
- 2x increase in advisor productivity
- Deliver personalized advice with complete financial context
Policy, claims, and producer management— automated.
- Claims and servicing processes are slow and inconsistent
- Producer onboarding is fragmented and manual
- Policy data is incomplete or buried in legacy systems
- 50% increase in user adoption
- 350% improvement in data completeness
- Faster claim resolution through case automation
Unify data. Personalize every interaction.
- Member data lives in silos
- Service is slowed by manual tracking
- Outreach lacks personalization
- 385% increase in engagement through personalized journeys
- 2.7-day reduction in member wait times
- 240% increase in productivity with automated case handling
Our complete data offerings expand far beyond these. Reach out for more information.
ACCELERATORS
Shaped by expertise, delivered at speed
Optimize every interaction with AI-driven support and automated quality assurance
Improve response accuracy, reduce handling time, and eliminate manual QA processes by equipping agents and supervisors with real-time call summaries, smart routing, and AI-generated scorecards.
