Become a Credit Union that Can!

How to build a modern member experience by unifying data on Salesforce

At Zennify, we enable credit unions to delivery personalized and exceptional member experiences by establishing solid data foundations, modernizing process and optimizing Salesforce platform. As credit unions climb the data maturity curve, new efficiencies arise that lead to new and exciting horizons.

Define Your Route

Establish a modernization journey with defined milestones and measures

A modern transformation strategy needs clear business objectives and a solid foundation. Outline your priorities, capabilities, and key investment areas to stay on track. Without clear direction, you risk costly detours that reduce value for members and have a negative impact on employees.

The Data Modernization Maturity Curve

(Hover over categories)

Build the Track

Build strong data foundations for great member experiences

To compete for deposits and improve member services, credit unions need proactive data strategies that enhance the experience, not just protect it. This requires an architecture that ensures efficient data flow between systems.

Is Your Data Strategy Reactive or Proactive?

Create Connected Experiences with Data Cloud, MuleSoft and Zennify

Credit unions can use Salesforce Data Cloud as their CDP to integrate data across all systems. Zennify's approach unifies member views with out-of-the-box connectors and zero-copy/ETL for platforms like Snowflake, Databricks, AWS, and MuleSoft.

(Hover over yellow circles)

Optimize and Personalize

Modernize systems to deliver more efficient, engaging member experiences.

Personalization boosts value, member acquisition, and retention. Empower your team to deliver exceptional experiences with Financial Services Cloud.

Tackling the Horizon

Embrace AI/ML to lead the next generation of member experience

Congratulations! You've achieved a unified member view. Now, how can you leverage AI/ML to automate and enhance personalized experiences while ensuring data security, compliance, and ethics?

1

Establish a  Target Outcome:

The first step is to define the specific business outcome you aim to achieve with AI.

2

Define a Use Case:

Based on the desired outcome, a use case is identified that showcases the value of AI in achieving that goal.

3

Build a Proof of Value:

Develop a Minimum Viable Product (MVP) to implement the use case, providing a tangible demonstration of how Einstein CoPilot can revolutionize your CRM experience.

Take the Journey with Zennify
Build Member Experiences Everyone Will Love

Creating an exceptional member experience requires strong data foundations and seamless integration of back, middle, and front office operations.

Zennify Delivers Complete Modernization for Credit Unions

Download the Report

First Name

Last Name

Job title

Email

Phone

Company

Industry