Wealth Management

Zennify understands that the key to maximizing customer engagement lies in integrating disconnected data systems, tools, processes and people, and uniting them to create comprehensive technology ecosystems that unlock powerful business insights.

Salesforce consultants for the Wealth Management industry

Our approach leverages leading CRM technology based on Salesforce Financial Services Cloud, paired with best-in-class financial services applications, and backed by years of experience and broad industry knowledge. Zennify’s transformative wealth management solutions have helped numerous firms realize rapid ROI in the form of increased wallet share and bolstered books of business.

Salesforce for Wealth Management

Zennify integrates Financial Services Cloud with other core financial technology systems, creating a single pane of glass that enables wealth management organizations to:

Deliver personalized advice across all channels

  • Transform client data into actionable insights so wealth managers can anticipate client needs and deliver the personalized recommendations they expect—on any device
  • Manage multiple clients and households, track financial goals and life events, and offer customized, contextual advice that builds trust and relationship value
  • Capture and visualize financial account information, goals, trusts, business groups, and interactions within and across clients, households and relationship networks

Grow relationships and earn trust from one generation to the next

  • Visualize and map the connections that matter most to clients, earning loyalty from one generation to the next
  • Track client households as they grow and change to ensure retention over time

Boost team and advisor productivity

  • Empower advisors and managers with critical business insights that unify teams across the organization to focus on serving clients’ financial needs
  • Improve the efficiency of sales, service and operational activities with seamless processes powered by time-saving automation
  • Put artificial intelligence to work, enabling advisors to work smarter and faster through immediate insights, recommended actions, tailored task lists and more
  • Streamline the client onboarding process through real-time collaboration, automated workflow and the elimination of manual processes
  • Leverage intelligent automation to market more effectively to clients and focus on strategies with the highest payoffs
Financial Services Salesforce Platinum Partner

As a Salesforce Platinum Consulting Partner, Zennify draws on its deep understanding of industry best practices and familiarity with widely-used technologies for financial planning, household wealth insights, portfolio and practice management, data aggregation, workflows, connections with custodians and more to help wealth management firms create intelligent, high-touch customer engagement platforms.

At the core of Zennify’s approach lies Salesforce Financial Services Cloud, built on the world’s number one CRM platform, reimagined for wealth management institutions and enabling them to put customers at the center of every interaction. Financial Services Cloud aggregates data such as financial accounts, goals, relationships, interactions, life events and more into a 360-degree view of every client and household—paired with powerful analytic tools for advisors.

Why choose Zennify as your Salesforce consultant

Why Zennify?

Your business is our business.

Our powerhouse consultants will learn your organization from the inside out to understand your operations, processes, tools and systems. Plus, we are familiar with the financial services technologies you already use.

We bring it all together.

We combine our industry expertise, knowledge of best practices and proven methodologies to develop effective, comprehensive solutions to meet your business goals.

Enabling your vision is our passion.

As your trusted implementation partner, we will work side-by-side with you to envision, plan and build a fully-integrated wealth management ecosystem—and give you the tools and training to make it a success.