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Stories of Customer Success

ZynBit Customers use smart, simple, and seamless solutions that allow them to compete, grow their customer base, and attract top talent.

Hear what our customers have to say.

Top 20 Global Financial  Services Firm


Over 5000 Advisors rely on ZynBit to Deliver an excellent client experience, lasting relationships, and Advisor productivity.

Barber Financial

A Better Client Experience, For More Client Referrals 

Barber financial centers their business on creating an excellent client experience while reducing operational overhead. ZynBit is the technology they use to make this a reality.

RMB Capital Opens A Doorway to Salesforce

RMB Capital Opens A Doorway To Salesforce Through The Email Inbox.

The path to bringing critical customer data into Salesforce is simple and seamless for RMB with ZynBit.


ZynBit helps Wenger save 40 hours per day
every day

Wenger, a leading manufacturer of performing arts equipment, achieves a 1-click user experience between email, Salesforce, & Sharepoint. Users can now live in their email inbox without toggling across multiple applications.

Allied Building

Driving Salesforce Adoption from the Inbox

Allied has set achievable goals to be at 80% adoption of Salesforce by the end of 2016! The previous goal before implementing the right CRM tools was 40-60% adoption. So having Zynbit allowed Allied to set the bar high and raise the adoption rate 20%!


How ZynBit Helps PCBB Book More Prospect Engagements

Prospect meetings are central to acquiring customers and building lasting relationships. Removing the friction of scheduling and booking meetings results in more meetings and more customers.