Data & AI Advisory Services
Unlock the Power of Data & AI for Financial Services
Financial institutions generate massive amounts of data, but without the right strategy, it’s underutilized. Whether you need a complete data transformation or a focused AI engagement, Zennify’s data and AI advisory services help you cut through the complexity and take action, fast.
The Financial Services Partner for Data & AI
Build your data and AI strategy with a partner trusted with 600+ financial services projects and 200+ data and AI projects.
Enterprise Data Leadership
Deep Industry Expertise
Proven, Measurable Results
Flexible Engagements
Data & AI Advisory Services—Choose Your Track
Clarity, alignment, and momentum—delivered in weeks, not months
SELECT YOUR ENGAGEMENT
Deep Data Advisory (4–12 weeks)
For organizations looking to build a modern data strategy, enable AI, and ensure governance.
What you get
A full data strategy and execution roadmap designed to improve data quality, streamline decision-making, and set the foundation for AI enablement.
- Business Value Assessment
Identify KPIs, current inefficiencies, and opportunities. - Current State Analysis
Map existing data sources, pipelines, and architecture. - Target State Architecture
Define a scalable, future-ready data framework. - Governance Strategy
Establish best practices for security, compliance, and data management. - Proof of Concept (Optional)
Test a real-world use case before full-scale implementation.
Final outcome
A fully documented, leadership-approved roadmap for data transformation, with the option to validate solutions through a Proof of Concept (POC) before scaling.
AI Workshop (2-4 weeks)
For organizations exploring AI with a need for clear use cases, risk assessment, and leadership alignment.
What you get
A structured AI adoption plan that helps you cut through the noise, identify real opportunities, and prioritize AI initiatives with confidence.
- AI Opportunity Discovery
Identify areas where AI can provide the most impact. - AI Prioritization Framework
Use structured methodologies to evaluate risk, feasibility, and ROI. - Use Case Development
Define a high-value AI initiative tailored to your business. - Executive Readout
Align leadership with a clear roadmap, business case, and next steps.
Final Outcome
A clear, leadership-ready AI strategy, with prioritized use cases and a defined execution path for AI adoption.
Assess AI Readiness with a Salesforce Health Audit.
A healthy CRM is the foundation for AI success. Without the right security, scalability, and data quality, even the best AI tools—like Agentforce—can fall short.
Zennify is partnering with Hubbl Technologies’ to offer a free Health Check of your Salesforce org, highlighting key areas of optimization to ensure AI and Agentforce success.
Real impact, real results. What our customers say.
