Fast-Track Innovation
ZennLab creates solutions for common business challenges for immediate impact. Our RapidRollout Implementations, JumpStart Integrations, and Data Frameworks expedite and de-risk projects while accelerating outcomes.
Salesforce
There’s no better way to ensure accelerated project success than to use proven, packaged assets.
ZennLab brings our time-saving solutions to you as Salesforce Apps, RapidRollout Implementations, and JumpStart Integrations. What you see here are just some of the tools we offer to automate manual processes and solve complex problems.
Salesforce Financial Services Cloud Transition Assistant
Using this free tool, you get an assessment showing your best path to migrating to Salesforce Financial Services Cloud (FSC). You receive details on field mapping, process, effort, cost, challenges, and more.
De-risk Your Salesforce FSC Migration
This tool can be run inside of your Sandbox at no charge. After you answer a few questions, the tool provides a detailed report of all the impacted objects and customizations in your org along with a recommended path forward and steps to complete your transition. Zennify can help you run the complimentary Salesforce Financial Services Cloud Transition Assistant in your org. Reach out to us to get started.
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Lightning Field Sets
Gain more from the field real estate on your record pages with this 100% native solution by adding the ability to configure more columns, icons, titles, and field sections than a standard Saleforce Lightning Page & Page Layout.
Get Better UX
Leverage native Field Sets to display groups of fields anywhere on your Lightning pages! This component allows configuration of the number of columns displayed and additional configuration features around the look and feel for title, icon, and read-only mode. The form respects object and field level security as well as language translations.
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API Integration Utility
Integrate Salesforce with any API without writing code. Our API Integration Utility is a native Salesforce managed package that provides a declarative mechanism using standard features for integrating with any REST API and provides Lightning components.
Save Hundreds of Hours
Sync data on demand upon loading a Salesforce record. Have your externally-sourced data update to Salesforce before your eyes without a page refresh. Or, view externally-sourced data related to a Salesforce record that you don’t have to store. Our API Integration Utility includes declarative mapping, built-in error logging, and uses Named Credentials to support standard authentication mechanisms—all without impacting daily API usage limits! Plus, our tool works really well with MuleSoft.
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Marketing Cloud Dynamic Preference Center
Reduce opt-outs, enhance profiles, and provide your customers and members with greater control over their communications preferences. Our Dynamic Preference Center accelerator has pre-built assets to help you create a well-designed experience.
Build Trust with Subscribers
Marketing Cloud Dynamic Preference Center provides advanced functionalities beyond the standard Preference Center. It enables Marketing Cloud email developers and data administrators to customize your preference center — helping you keep up with changing customer communication habits and preferences, maintain a strong relationship with subscribers by showing that their preferences are respected, offer improved controls to build trust and increase retention, and centralize internal governance to improve efficiency and timeliness.
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Record Assigner
Route any object (standard or custom) via round-robin mechanisms and more. This configurable record assignment utility offers easy setup, custom objects and invocable Apex action.
Simplify Record Assignment
Record Assigner solves the need to route any type of record via round robin (and more). Give managers access to the included Record Assigner permission set which allows them to configure users in assignment groups and set their routing limits. This accelerator supports bulk import assignments and its simple setup and configuration via Process Builder includes invocable Apex action. Plus, its lightweight app footprint means that it’s small and fast but still packs a punch.
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RapidRollout: Salesforce Financial Services Cloud
Enables Insurance Firms, Community Banks and Credit Unions to implement FSC fast using pre-configured modules based on the most common sales, service and marketing use cases.
Get Live Fast
Salesforce Financial Services Cloud RapidRelease is designed for institutions that want a structured approach to implementation that improves adoption and maximizes ROI. It comes with optional add-ons to extend the solution for additional impact.
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MuleSoft
As a longtime MuleSoft consulting partner (and one that speaks API), we’ve packaged our past solutions into JumpStart Integrations to save thousands of hours and dollars for financial institutions.
Jack Henry Silverlake
Our solution provides a REST API on top of jXchange for customer 360 use cases, as well as a pattern to subscribe to EES events such as new customer and new account to push out to partners or internal applications.
Unlock Core Banking Customer Data
Jack Henry SilverLake is a common core banking system. It provides integration capabilities through its jXchange SOAP API product as well as EES its enterprise event service.
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Jack Henry Symitar
Our solution provides a REST API on top of symXchange for real-time Member 360 use cases, as well as a pattern to poll for new/updated data using the Symitar PowerOn script functionality. With our FSC Connectivity add-on, transform your core data from account-centric to a member-centric view in Salesforce.
Unlock Core Credit Union Member Data
Jack Henry Symitar is a common core banking system for credit unions. It provides integration capabilities through its symXchange SOAP API product.
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LPL Wealth
Create a customer 360 by enabling users to see what customers work with LPL and their financial accounts. LPL stores the customers’ investment information, such as financial accounts, financial holdings, and more. Banks and Credit Unions can receive a data feed from LPL to use the data to get a complete view of their customer.
Achieve a Customer 360
LPL is a leading provider of outsourced investment solutions for banks and credit unions. They provide registered investment advisors to a bank’s customers.
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Jack Henry Symitar nCino Booking API
Jack Henry Symitar is a common core banking system for credit unions. It provides integration capabilities through its symXchange SOAP API product.
Reduce Manual Processes
Our solution provides a REST API to book loans and deposit accounts from nCino into Symitar as part of the origination process, eliminating manual processes.
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nCino
As nCino’s fastest-growing and most experienced implementation partner, we pride ourselves on delivering services that create value for financial institutions.
Deposit Account Opening (DAO) Solution
One of the top challenges still facing banks is the time it takes for customers to open an online deposit account. This process can take anywhere from 20 minutes to a whopping 24 hours. Think about how many customers abandon digital processes that take more than a few minutes. Customers want fast, easy experiences—and banking is no exception.
Deposit Account Opening in <5 Minutes
Zennify has created a Deposit Account Opening (DAO) solution, built on nCino and Salesforce, that reduces the time to open an online account to less than five minutes. This gives financial institutions a significant lift to their onboarding experience and helps them reach customers outside of their branch network.
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- Go live in weeks
- Flawless integrations
- Speed up online deposit account opening
Jack Henry Symitar nCino Booking API
Jack Henry Symitar is a common core banking system for credit unions. It provides integration capabilities through its symXchange SOAP API product.
Reduce Manual Processes
Our solution provides a REST API to book loans and deposit accounts from nCino into Symitar as part of the origination process, eliminating manual processes.
Get in Touch
RapidRollout: nCino Commercial LOS
Reduce nCino Commercial Loan Origination System (LOS) implementation time by 6 weeks with pre-built assets.
Go Live Faster
Using the best from the nCino Gold Standard paired with Zennify’s proven best practices, our 20+ pre-built assets provide faster time-to-value with reduced risk
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