Digital bank goes live fast with scalable Salesforce account opening solution
A leading financial institution partnered with Zennify to launch a new digital bank for small businesses—live in just four weeks with a scalable, Salesforce-powered account opening experience.
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About the Client
A premier U.S. financial services company with over $90 billion in assets, this institution delivers innovative solutions to a wide range of consumer and commercial clients. As part of their broader modernization strategy, they set out to launch a new digital bank under a distinct brand tailored for the small business market.
Launching a new digital bank—fast
This digital-first initiative represented a significant strategic shift, a startup-style launch within a legacy enterprise. To bring it to life, the client needed a fast, scalable solution and a trusted partner who could design and implement with long-term flexibility in mind.
Specifically, they required:
- A seamless, scalable business account opening experience
- A minimum viable product (MVP) delivered on an accelerated timeline
- Strategic guidance on leveraging Salesforce to speed time-to-market while enabling future growth
The Zennify Solution
Salesforce Products
Financial Services Cloud (FSC), OmniStudio
Timeline
4-week FSC implementation for MVP launch
Key Outcome
All processes and data centralized in Salesforce
Strategy: Fast, flexible, Salesforce-powered
Zennify drew on deep experience in commercial banking to guide the client’s MVP strategy, recommending that they build on their existing Salesforce Financial Services Cloud investment as the foundation for the new digital bank.
In under four weeks, Zennify delivered a fully functional MVP of FSC to support proof-of-concept efforts.
Next, using the Salesforce Modern Account Opening Accelerator, built with OmniStudio, Zennify created a sleek, user-friendly digital application experience that included:
- A streamlined, fully branded application process
- Optimized UI/UX for ease and accessibility
- A flexible platform the client could maintain internally
- Integrated merchant services for equipment ordering—all within Salesforce
Results: Speed to market, simplified onboarding
Centralized data in Salesforce significantly reduced onboarding time.
The new digital bank and brand launched successfully within weeks.
A portable, flexible solution reduced internal support costs and complexity.
In Their Words
“Zennify had to adapt and be flexible to scope since we are using capabilities of Salesforce that are more leading edge. Zennify remained on top of things to help us make the best decisions possible during the engagement.”
