CAPABILITIES
Context before the conversation starts, intelligence throughout
Omnichannel routing
Unified routing across voice, chat, email, SMS, and messaging. Conversations reach the right agent based on skill, availability, and customer context, with full interaction history preserved across channel transitions.
Agent desktop
A single workspace with customer profile, account details, interaction history, and real-time core banking data in one view. Telephony screen-pop identifies the caller before the agent picks up, and dynamic layouts adapt to the inquiry type.
Self-service automation
Chatbots and voice bots that resolve routine requests like balance inquiries, card activations, and address changes without agent involvement. When a request needs a human, the conversation transfers with full context so the customer never starts over.
Knowledge management
A centralized knowledge base that agents and self-service channels draw from. Articles surface automatically through AI recommendations during live interactions, with version control and lifecycle management to keep content current.
Service analytics & quality dashboards
Real-time dashboards for handle time, first-contact resolution, CSAT, containment rates, queue depth, and agent performance. Conversation intelligence adds insight into interaction quality, not just speed.
Agentforce for service automation
Autonomously resolve routine requests like fee reversals and card cancellations without human involvement. It can summarize conversations, surface relevant knowledge, recommend next steps, and draft responses so agents resolve issues faster.
Choose the right starting point
Essentials
$150K
and up
Modernize a core support channel
Integrated agent workspace
Telephony integration
Service performance dashboards
Typically 10–14 weeks
Growth
$300K
and up
Enable omnichannel operations
Knowledge management
Self-service automation
Full contact center ananlytics
Typically 16+ weeks
Enterprise
$850k
and up
Launch a unified service platform
Everything in Growth
Conversation intelligence
AI-assisted automation across all channels
Typically 24+ weeks
TECHNOLOGY
We build with your technology
We’re experts in these technologies but our experience extends beyond them—we modernize all data systems for financial and regulated industries.
Salesforce
Databricks
Twilio
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start a digital maturity asessment
Define the right solution and move forward with clarity.
Zennify has delivered more 600+ Salesforce engagements and 200+ data initiatives for financial institutions. We apply those proven delivery patterns to every solution we implement.
DEMO
Reimagine client relationships with Zennify
This demo showcases how we help financial institutions build stronger client relationships through innovative tech solutions.
