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

We deliver outcomes, guaranteed

Salesforce Consultants
Industry Competencies
Financial Services
Product Competencies
Agentforce
Agentforce Marketing
Agentforce Sales
Agentforce Service
Analytics
Platform
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
73
Certifications
The number of certifications held by people at this organization that align to competencies
346

Description

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

Highlights

🏆 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.

Provider Details

Zennify: Full-Service Salesforce Consulting, Focus on Financial Services & FSC
Boise & Sacramento
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2013
Phone
855.936.6439

We help companies use their technology better. Zennify is a technology consulting firm with a reputation of accelerating financial institutions' growth by connecting their data, applications, people, and processes. Using cloud-based systems like Salesforce, nCino, and MuleSoft, we deliver impeccable solutions, all while giving back to the community.

Geographic Focus

Shows the regions where the provider operates or has done business
Countries

United States • Canada • Argentina • Brazil • Dominican Republic

Languages

Supported Languages

English

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