Our Clients
Wecouldn’tdoitwithoutthem.Theycouldn’tdoitwithoutus.That’swhattruepartnershipmeans—ameetingoftheminds,vision,andvaluestocreateinnovativesolutionsthatleadtostunningtransformations.Wecouldn’tdoitwithoutthem.Theycouldn’tdoitwithoutus.That’swhattruepartnershipmeans—ameetingoftheminds,vision,andvaluestocreateinnovativesolutionsthatleadtostunningtransformations.
Credit Union
Success Story
Financial Services Cloud implementation (using Lightning), fully integrated with core banking systems using MuleSoft.
FinTech
Success Story
Service Cloud and Communities implementation, custom interface and workflows plus chatbots for self-service and case routing.
Banking
Financial Services, Sales, and Service Cloud implementation (with chat), for real-time 360° customer view and collaborative support.
Insurance
Sales and Service implementation, plus Lightning for Outlook, to replace Oracle and OPA, reducing data entry, improving workflows, designed for scale.
Wealth Management
End-to-end digital wealth management transformation using 6 Salesforce Clouds, fully integrated with DocuSign, Copado, Accumatics, and more.
Wealth Management
Sales, Service, and Financial Services Cloud implementation, integrated with Orion, Marketing Cloud, Ignite, and 10+ 3rd-party apps.
Credit Union
Success Story
MuleSoft integration of FiServ DNA, set up for future scale and Marketing Cloud optimization to streamline sales, marketing, & service collaboration.
Insurance
Success Story
Service Cloud implementation and data integration across front / back office, increasing speed and flexibility of online quoting system.
Banking
Success Story
MuleSoft, Sales, and Service Cloud implementation, integrated with core banking systems for full pipeline visibility & better productivity/efficiency.
Healthcare, Nonprofit
Partnership to use Sales Cloud to manage vaccine storage in Haiti and other developing nations.
Healthcare, Nonprofit
Success Story
Sales, Health, and Community Cloud implementation to coordinate and execute COVID tests, vaccinations, and alerts.
Farm Credit
Financial Services Cloud and Pardot implementation to replace Pivotal CRM and MailChimp, integrating 15 core systems and set up to scale.
Banking
Using Zennify's nCino Managed Services to continue platform innovation, including PPP loan processing solution.
Banking
nCino audit and reconfiguration to add email automation, increase user adoption, and improve customer data capture.
Mortgage
Replaced Comergence application & account management functionality with Salesforce Communities for better broker/partner experience.
Banking
Financial Services Cloud migration and integration of core banking systems for 360 degree customer view.
© 2021 Zennify. All rights reserved.
