Zennify

?? In the wake of Agentforce, there’s never been a better time to get your data right. Financial institutions can transform operations by centralizing data, automating workflows, and leveraging AI for predictive insights. Learn how to unlock the power of the data you already have in our blog: https://lnkd.in/gRDzijpN

Exciting news! Zennify + Terazo = a powerhouse for data-driven, AI-powered transformation. Together, we’re answering the call for deeper capabilities in customer experience, data, and AI—especially in regulated industries. Thank you, Tercera for the spotlight on this milestone moment for our teams! Check out the full story to see how we’re building the future together:?https://lnkd.in/g8asPq6S

?? And that’s a wrap on Dreamforce to You Salt Lake City! Yesterday, we brought the best of Dreamforce to Salt Lake City with insights, innovation, and some friendly competition at Topgolf.??♂? From Brian Stephans's story on the power of personalization over automation to Joe Thomas’s vision of predictive, proactive customer experiences, the future of financial services is here. Meg Hadlock’s Data Cloud demo wowed us with how seamlessly data can fuel AI, while our discussions around a product mindset showed how Salesforce teams are driving continuous innovation. Big thanks to everyone who joined—what an inspiring day!

We’re excited to share that Zennify has acquired Terazo, a leading digital engineering firm. This partnership deepens our focus on delivering data-first, AI-powered solutions, especially for regulated industries, and enhances our ability to meet what our clients have been asking for: greater capabilities in customer experience, data, and AI. Together, we’re ready to provide more comprehensive solutions while staying true to the personalized service that sets us apart. Read more in our latest article. https://lnkd.in/gDR959BV

The truth is, data has come a long way since the 1980s. Today, it’s no longer just a support function—it’s the backbone of business strategy. Financial institutions that make data strategy a priority to drive growth, improve customer experiences, and strengthen resilience. Discover how adopting scalable tech, democratizing data access, and staying agile can help your institution stay ahead in our blog: https://lnkd.in/gMcDKxye

?? October has been all about AI upskilling to get Zennify officially Agentforce Ready! Mastering Salesforce AI is a game-changer for how our consultants drive value and innovation on the platform. We're blown away by the massive push our team has made to get certified, FAST! If you're a financial institution looking to build your first Agentforce use case, we'd love to make it happen with you! ?? Let's chat: https://lnkd.in/gFiV9A27

We're excited to bring Dreamforce to You in Salt Lake City on November 13th. Join us for a half-day of learning, conversation, and a bit of fun at Topgolf! Don’t miss this opportunity to learn from industry experts like Brian Stephans, Salesforce’s Director of Solution Engineering, Joseph T. Zennify Advisor and former CIO at PenFed Credit Union, and our own Sam Friedewald, VP of Innovation. They'll be sharing insights on how data can drive growth, the latest in banking technology, and leveraging Agentforce for financial services. ? Tee up for innovation and experience Dreamforce close to home! Register now:?https://lnkd.in/ghS2mkev

?? We're excited to welcome Giovanni Spiteri to the Zennify team as our SVP of Sales & Client Development! With over 20 years in the Salesforce ecosystem, including the last 8 years dedicated to supporting diverse Financial Services clients at Salesforce, Gio brings a deep understanding of how to help customers maximize their technology investments. His expertise will be a powerful addition to our team, driving impactful outcomes for both our customers and our internal teams. Welcome aboard, Gio—we can’t wait to see all that we’ll accomplish together!

Change is hard, we get it. But with growing regulatory demands, fierce competition, and rising member expectations, credit unions need to act now. In 2024, credit union leaders are unlocking the power of data and AI. Here are 4 actionable tips to kickstart your digital transformation from leaders, Mirella Reznic, Ira Williams, CCUE, and Joseph T. Ready to embrace the cognitive credit union mindset? Learn how in our blog:?https://lnkd.in/gbwYtpdm

?? The launch of Salesforce’s Agentforce opens up endless opportunities for businesses to leverage AI. But how can financial institutions unlock this potential? At Zennify, we’ve already begun—building our internal AI platform, Arti, to optimize efficiency and deliver real-time insights. Read how we’re blending human expertise with AI to revolutionize our business and drive success.??