How Pentegra Retirement Services thrives using Salesforce FSC & Marketing Cloud
See how Pentegra modernized their Salesforce ecosystem to reduce manual effort, accelerate onboarding, and drive smarter marketing engagement.
About Pentegra Retirement Services
As one of America’s oldest independent fiduciaries, Pentegra has helped employers offer better retirement plans since 1943. With nearly $16B in assets under management and over 1,000,000 participants nationwide, Pentegra leads the industry in offering 50,000+ complex retirement plans, fiduciary outsourcing, and institutional solutions.
From legacy debt to a scalable digital foundation
Pentegra turned to Zennify to modernize and improve how they served their clients. Although they had invested significantly in Salesforce, their existing implementation wasn’t meeting expectations or supporting growth goals.
An earlier implementation by another partner left them with three major challenges:
- Poor data architecture
- Technical debt from legacy cloud implementations
- Over-customization that couldn’t scale
These issues made it difficult to share data, streamline processes, and deliver high-value service and engagement to clients and partners.
The Zennify Solution
Clouds implemented
Sales Cloud, Financial Services Cloud, Service Cloud, Marketing Cloud, Experience Cloud
Systems integrated
DocuSign, Copado, Acumatica, CTI, Microsoft Outlook, Microsoft Active Directory, On-premise data warehouse
Systems replaced
MS Excel, Conga Composer, Work-Relay, PensionPro
A reset for scale, strategy, and success
To align technology with business goals, Zennify conducted a deep Health Check and Discovery to evaluate Pentegra’s Salesforce landscape. This resulted in a detailed report and a long-term strategic roadmap, now a cornerstone of Pentegra’s ongoing Salesforce vision and planning.
Using these insights, Zennify rebuilt Pentegra’s Salesforce Financial Services Cloud (FSC) org from the ground up. This included:
- Reconfigured profiles, permissions, and apps
- Streamlined processes across core business management, solutions center, legal, operations, client transition, outside sales, and relationship managers
- Implementation of dynamic forms and actions tailored to each user role
To enhance operations even further:
- Advanced FSC features like action plans and document checklist items were integrated
- Salesforce Marketing Cloud was connected to Pentegra’s data warehouse and FSC
- Email Studio and Audience Builder enabled targeted marketing journeys with personalized, branded content
Zennify continues to serve as Pentegra’s trusted advisor through Managed Services, co-managing the Salesforce roadmap and ensuring long-term innovation and optimization.
Results: Lifecycle visibility, automation, and scale
Pentegra eliminated manual email tasks, cutting over four hours per batch by automating campaigns through Marketing Cloud.
With a custom Experience Cloud solution, Pentegra now brings on new clients in under 24 hours, streamlining a once-lengthy process.
Audience creation is now fast and flexible, enabling targeted, personalized emails based on plan type, roles, and financial details.
