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Zennify: Salesforce, data, and AI consulting for financial services

We deliver outcomes, guaranteed

Summit Tier

Overview

Zennify helps financial services and regulated industries turn complex systems into measurable outcomes. Experts in FSC, Data Cloud, AI, and nCino, we blend industry insight, proven accelerators, and concierge service to deliver results fast.

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  • 🏆 Specialists in Salesforce for Financial Services & Regulated Industries: 700+ industry projects, 580+ certifications, hundreds of FSC implementations and migrations.

  • 📈 Data, AI & Accelerator Advantage: ZennLab innovation delivers pre-built solutions and industry data models that cut delivery time by weeks, reduce risk, and drive measurable ROI.

  • ❤️ Purpose-Driven, Performance-Obsessed: 4.9/5 CSAT, global delivery capabilities, and 1%+ of revenue reinvested into communities through Zenn for Good.

Zennify brings clarity to complexity for financial services and regulated industries. We’re the data, AI, and customer experience consulting partner trusted by leading banks, credit unions, insurers, wealth firms, healthcare providers, and utilities to deliver measurable outcomes—fast. We live and breathe Financial Services Cloud, Data Cloud, AI, and integration. Backed by former bankers, underwriters, advisors, and operations leaders, each engagement blends industry knowledge, ZennLab accelerators, and focus on results. Proven outcomes: • 385% more engaged leads, 33x interactions • 5+ systems consolidated into one Salesforce ecosystem • Millions of records unified for segmentation & AI personalization INDUSTRY EXPERTISE Retail Banking | Commercial Banking | Credit Unions | Ag Banking | Farm Credit | Insurance | Mortgage | Wealth Mgmt | Private Equity | FinTech | Healthcare & Life Sciences | Utilities | Other Regulated Industries SALESFORCE & TECH EXPERTISE Financial Services Cloud (FSC) | Data Cloud | Marketing Cloud | Sales Cloud | Service Cloud | MuleSoft | Slack | Agentforce | Tableau | Experience Cloud | Health Checks | Managed Services | nCino | Twilio | Databricks

Zennify: Full-Service Salesforce Consulting, Focus on Financial Services & FSC's Achievements

Consulting Partner

Summit Tier

Learn More

Categories

Industry Competencies
Financial Services
Product Competencies
Agentforce
Agentforce Marketing
Agentforce Sales
Agentforce Service
Analytics
Platform
Small Business
Geographic Focus
Shows the regions where the provider operates or has done business
United States
Canada
Argentina
Brazil
Dominican Republic
Supported Languages
English

More from Zennify: Full-Service Salesforce Consulting, Focus on Financial Services & FSC

  • API Integration Utility
    by Zennify: Full-Service Salesforce Consulting, Focus on Financial Services & FSC
    Declare object and field-level mapping to external API endpoints and resources. Perform automatic data synchronization on page view of records or view related data not stored in Salesforce. Or, schedule integrations for batch record syncing. By ZennLab.

  • Lightning Field Sets
    by Zennify: Full-Service Salesforce Consulting, Focus on Financial Services & FSC
    Gain more from the field real estate on your record pages with this 100% native solution developed by ZennLab. Add the ability to configure more columns, icons, titles, and field sections than a standard Salesforce Lightning Page & Page Layout.
    Admin & Developer Tools

  • Round Robin Record Assigner
    by Zennify: Full-Service Salesforce Consulting, Focus on Financial Services & FSC
    No Ratings
    Configurable record assignment utility which provides round-robin routing mechanisms (and more) for ANY type of object—standard or custom. Provides setup application controlled by permission set to manage users in assignment queues. Developed by ZennLab
    Admin & Developer Tools