What Financial Institutions Need to Know About the Newly Announced Flex Agreements
Salesforce just announced a major shift in pricing flexibility, and it’s a game-changer for financial institutions carrying unused licenses (shelfware). Here’s what financial institutions needs to know.
Understanding What’s New: Flex Agreements
Salesforce now allows organizations to convert unused user licenses, often sitting untouched in core banking, lending, or customer service teams, into Flex credits. These credits can be reinvested into advanced platform capabilities like Data Cloud and Agentforce.
For financial institutions, this means:
- No more wasted budget on dormant licenses
- Accelerated adoption of AI, automation, and unified customer data
- Improved return on your Salesforce investment, without new capital outlay
Why This Matters for Financial Services
Many banks and credit unions scaled Salesforce licenses quickly during digital growth phases or acquisitions. But today, we see common challenges:
- Shelfware from roles or teams that changed or downsized
- Redundant systems post-merger or after process reengineering
- Pressure to do more with less especially in IT and digital transformation budgets
Flex Agreements create a path to shift underutilized resources into high-impact areas, such as:
- Real-time customer insights through Data Cloud
- Smarter contact center automation via Agentforce
- AI-ready infrastructure for future innovation
How Zennify Supports Your Shelfware Conversion Strategy
Zennify specializes in helping financial institutions across North America, like $10B+ asset banks, regional credit unions, and national insurance carriers, optimize and evolve their Salesforce investments. We bring:
- A proven license and shelfware assessment framework
- Experience navigating Salesforce commercial agreements
- Deep expertise across Data Cloud, Agentforce, and FSC
- A strategic plan to maximize AI and digital productivity
We’ve helped clients shift from legacy licensing models to forward-looking platforms that align with growth goals, compliance, and customer expectations.
Reclaim Value from Your Shelfware
If you’re managing inactive Salesforce licenses, this is your chance to reallocate spend toward what’s next—without asking your executives for new budget.
Contact Zennify to start your shelfware conversion plan. We’ll guide you through every step of the Flex Agreement process and position your organization for the future of Salesforce.
