Salesforce

Setting the standard in Salesforce for financial services

We don’t do generalist consulting. We specialize in Salesforce for financial institutions and regulated industries, bringing the right team, accelerators, and delivery model to move fast and get it right.

Serious about Salesforce ROI?

So are our customers.

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200%

improvement in loan processing efficiency

385%

increase in customer engagement

50%

increase in user adoption

End-to-end Salesforce consulting

Where deep industry knowledge meets intelligent platform design.

Financial Services Cloud

Accelerate time-to-value with FSC implementations built by the most experienced team in the industry.

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Data Cloud

Activate enterprise data and power AI use cases with a unified strategy built for financial institutions.

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Agentforce

Accelerate AI ROI with a digital workforce deployed through Zennify’s data-first, industry-specific Agentforce solutions.

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Marketing Cloud

Drive smarter engagement and measurable ROI with marketing services built around your data.

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Managed Services

Evolve your platform, reduce backlog, and scale support—without the overhead of full-time admin teams.

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MuleSoft

Eliminate silos and connect your core systems with pre-built accelerators and integration expertise.

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Customer Stories

385%

increase in engaged leads

33x

rise in customer interactions

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Built for banking, wealth, and insurance

We don’t just understand financial services, we’ve lived it. Our team includes former bankers, underwriters, advisors, and operations leaders who build with your business in mind.

600+

Salesforce projects

200+

FSC implementations

750+

Salesforce certifications

Banking & lending

Digital onboarding, lending, FSC, and core integrations

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Credit unions

Centralize member data, user efficiency, and pipeline management

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Wealth management

Household views, goal tracking, and advisor efficiency

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Insurance

Producer workflows, servicing automation, and client engagement

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ACCELERATORS

Fast-track your Salesforce ROI

Explore accelerators

Save 2-4 weeks

FSC RapidRollout

Launch Salesforce Financial Services Cloud with prebuilt modules and proven implementation frameworks

QuickStart
Low-Code Configuration
Core Integration Ready

Fast-track your FSC implementation using pre-configured use cases for sales, service, and marketing.

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Save 4-6 weeks

Databricks Banking Accelerator – Symitar

Data strategy jumpstart for credit unions

Credit Unions
Core Data Model
Analytics-Ready

A pre-built Databricks framework tailored to Symitar core data. Speed up reporting, AI-readiness, and analytics for credit unions on the path to enterprise data strategy.

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Save Time

MuleSoft Integration Accelerators

Prebuilt MuleSoft packages for core and partner system integration

Core Systems Integration
API-Ready

Launch real-time connectivity between Salesforce and systems like Jack Henry Silverlake, Symitar, and LPL using production-tested APIs and data mappings.

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Save 4 weeks

API Utility Accelerator

Connect Salesforce to any REST API—no code required

Real-Time Integration
No-Code Automation
External Data Access

Empower admins to create real-time and on-demand API integrations with external systems using a fully declarative, configurable Salesforce-native utility.

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What’s slowing you down?

Zennify’s Health Check, powered by Hubbl Diagnostics, shows you where Salesforce is underperforming—and what to do about it. We scan your org in minutes, turning results into a clear, prioritized roadmap.

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Serious about Salesforce ROI?

So are our customers.

End-to-end Salesforce consulting

Where deep industry knowledge meets intelligent platform design.

Built for banking, wealth, and insurance

Fast-track your Salesforce ROI

What’s slowing you down?

Join 600+ successful Salesforce transformations