Modern Managed Services: faster, smarter, guaranteed.

Flexible, cost-effective support to reach your goals faster. We focus on delivering innovation, efficiency, and the expertise to maximize every dollar of your Salesforce investment.

The #1 Trusted Partner for Financial Services Salesforce Managed Services

Rely on Experts You’d Hire Yourself

Our team blends decades of financial services experience with deep technical expertise.

We’re here to make a real impact—and we’re great to work with, too.

What Makes Our Managed Services Different?

We don’t just manage—we deliver. Financially invested in your KPIs with a team focused on real results.

OUTCOME OBSESSED

We measure success based on your specific goals. From day one, we focus on hitting the KPIs that matter to you.

AI-POWERED

We use AI and modern tech to deliver faster, smarter results—giving you more for less.

COST-EFFECTIVE, FLEXIBLE SERVICES

Our services adapt as your needs change. Whether you need extra support or less, we’ve got you covered.

FINANCIAL SERVICES ACCELERATORS

Leverage our 10+ years of Financial Services IP and innovation to accelerate outcomes.

The Modern Managed Services You’ve Been Looking For

Flexible, cost-effective support to reach your goals faster.

explore our modern managed services offerings


The Responsive Admin

Tech-enabled and cost efficient solution for post go-live support.

Example projects:

  • Ticket resolution
  • Org health and tech debt remediation
  • Backlog development
  • Declarative config 
  • Reports and dashboards
  • Data management
  • Documentation and user training

Team:

  • Admin
  • Developers
  • Project managers
  • Data and AI engineers


The Expert in the Room

Get advice from our most senior and experienced resources with flexible packages to meet your needs.

 Example projects:

  • Roadmap development
  • Advisory workshops
  • Stakeholder alignment
  • Performance analysis
  • Change management
  • AI preparedness

Team:

  • Platform architects
  • Principal consultants
  • Engagement managers
  • Data and AI engineers


Program Services

Dedicated support for mission critical, high value engagements by securing named expert resources that will augment your team without all the overhead.

 

Example projects:

  • Strategy and roadmap
  • Design and advisory
  • Enterprise data architecture
  • Integration
  • Platform configuration and development
  • Change management 
  • AIl development

Team:

  • All resource types included

We’re Experts on Your Tech Stack

Get the support you need, when you need it. With experts across Salesforce, nCino, MuleSoft, and more, we offer a range of flexible managed services packages to fit your tech stack.

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.

Build Your Team: Invest in People You Trust

When it comes to your business, you need a team you can rely on. Our experts? They’re the kind of people you’d hire yourself.

Platform Consultants:

The go-to troubleshooters and release managers who make sure everything runs smoothly.

AI & Data Engineers:

Specialists in data and AI, unlocking new ways for you to work smarter.

Developers:

Experts in customization, optimization, and making your systems work for you.


Strategy Advisors:

Industry veterans guiding your roadmap, ensuring you get the most out of your technology.

Platform Architects:

Pros across Salesforce, MuleSoft, nCino, Databricks, and more—integrating it all to fit your needs.

Why Choose Zennify?

Managed Services with Results You Can Bank On

BUILT FOR FINANCIAL SERVICES

We’ve led 600+ projects and 200+ Financial Services Cloud implementations. We know your industry inside out.

TOP SALESFORCE PARTNER

As a Salesforce Summit Partner for seven years running, we stay ahead so you can too.

CLIENTS LOVE US

With a 4.9/5 customer satisfaction score, we’re proud to consistently exceed expectations.

EXPERIENCED LEADERSHIP

Led by former Salesforce executives and a Salesforce President. You’re in good hands.
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