Agentforce solutions for regulated industries

Don't DIY your AI. Unlock data and deploy a high value digital workforce faster with Agentforce.

Build your digital workforce with the most trusted Salesforce partner in financial services and regulated industries.

Deploy AI smarter, faster, and where it matters most.

Salesforce has revolutionized customer experience; Agentforce is no different. Power your agents with the most critical data to your business.

Zennify uses a data and AI-driven approach to identifying high value opportunities to apply agents and realize ROI immediately.

Why Zennify for Agentforce?

Agentforce is only as good as the results it delivers. Zennify ensures it delivers big.

We know AI in regulated industries.

Whether it’s compliance bottlenecks, disjointed customer data, or latent workflows, we pinpoint where Agents will have the biggest impact—and start there.

We modernize your data.

AI is only as strong as the data behind it. We unify, cleanse, and optimize your data foundation to ensure Agentforce has the right inputs to drive real business impact.

We deliver faster and share the risk.

Our accelerators get Agentforce live in weeks, not months. From day one, we align on measurable goals. If we don’t deliver, we share the risk.

Quickstart Agentforce solutions that deliver real results.

We’ve deployed agents across banking, wealth, and insurance—Zennify’s Agentforce Quickstarts get your digital workforce up and running, fast.

explore our accelerated agentforce offerings


Retail Banking Agents

Deliver seamless customer experiences with automation.

  • Automate customer inquiries, product recommendations, and transactions.
  • Simplify account openings with personalized solutions.
  • Accelerate loan pre-approvals with data collection and eligibility checks.

Why agents for retail banking?

  • Reduce account opening time by 40%.
  • Improve customer satisfaction with faster, smarter service.
  • Free up team for high-value tasks.


Wealth Management Agents

Empower advisors with smarter tools and insights.

  • Prepare advisors with meeting-ready client data.
  • Automate onboarding, portfolio reviews, and compliance workflows.
  • Provide personalized, proactive service with AI recommendations.

Why agents for wealth?

  • Double advisor productivity.
  • Reduce onboarding time.
  • Strengthen client relationships with tailored insights.


Insurance Agents

Modernize workflows and strengthen fraud detection.

  • Automate claims filing, tracking, and customer interactions.
  • Enhance self-service portals with personalized policy updates.
  • Detect fraud and recommend next best actions with predictive analytics.

Why agents for insurance? 

  • Resolve claims 25% faster.
  • Improve customer retention.
  • Reduce fraud risk with smarter analytics.

Assess Agentforce 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.

Discover what’s possible with our Agentic AI workshop.

Not sure where to start?

Our AI Workshop dives deep into your business to understand your goals, pinpoint high-value workflows, and identify where Agentforce can deliver the greatest impact. With a focus on real outcomes, we help you cut through complexity, align AI to your priorities, and build a clear, actionable roadmap to success.

Optimize Your AI Strategy with Agentforce Managed Services

Implementing Salesforce's Agentforce can revolutionize your sales and service operations. However, for every dollar invested in AI agents, organizations may need to allocate up to three dollars for change management to ensure seamless integration and user adoption.

Our Agentforce Managed Services offer comprehensive support, from development to ongoing maintenance, ensuring your AI agents deliver maximum value while minimizing operational disruptions.

Real impact, real results. What our customers say.