EDITOR'S PICK

The Benefits of Salesforce Field Service for Real Estate

March 22, 2024

From the front-line to you

A Fortimize blog on industry tidbits, business challenges and technology innovations for your financial service firm.

FiveM Consulting and Fortimize Forge Strategic Partnership to Elevate Insurance Industry’s Salesforce Experience

New York, December 15, 2023 – Two industry leaders, FiveM Consulting and Fortimize, are excited to announce a strategic partnership aimed at enhancing the utilization and adoption of Salesforce and Data & Analytics capabilities within the insurance sector.

The Real Estate
Data Maturity Model

A Framework to Analyze Your Data & Analytics Capabilities The real estate industry has experienced a notable shift towards data-driven decision-making. As organizations strive to refine their processes, enhance customer and tenant experiences, and improve business outcomes, harnessing

7 Pillars of a Data Strategy

Data-driven Success in Commercial Real Estate In an increasingly competitive commercial real estate (CRE) market, the importance of data cannot be overstated. It serves as the bedrock for informed decisions. This includes everything from property valuations, market dynamics,
Create a unified view of real estate data for sales, operations, and accounting teams. Real estate ERP systems like Yardi were primarily designed for accounting and financials, not customer relationship management workflow and reporting. In our newest real

Generative AI and Real Estate

A Solid Data Foundation and Org-wide Strategy is Essential The emergence of generative AI, exemplified by tools like ChatGPT, has captured the world’s attention due to its ability to produce quick and relatively quality insights and content. As

Meeting the Challenges of Financial Services: Fortimize Launches Delivery as a Service

In an increasingly competitive landscape, financial services organizations are tasked with staying agile and innovative to meet changing customer expectations and regulatory requirements, while also managing operational efficiency and risk. As the industry evolves, so should the technologies

Fortimize Launches New Data & Analytics Practice

The financial services industry generates large amounts of data daily, making it one of the most data-intensive sectors. The challenge these organizations face is knowing how to parse the data, make sense of it and use it to

Bank Portfolio Diversity Matters-How to Attract New Customers and Secure More Deposits

Community banks and credit unions have a unique opportunity to capitalize on the fallout from recent, failed financial institutions such as Silicon Valley Bank and Signature Bank. When the FDIC intervened, it was a stark reminder of their

Fortimize Expands Banking Practice with Jennifer Frost, Banking Leader

Fortimize is excited to announce the expansion of our Banking Practice, with the hiring of Jennifer Frost.  Jennifer is joining Fortimize as Vice President, Banking and Lending Practice Leader. Jennifer was most recently the Chief Administrative Officer, leading

How Banks & Credit Unions can Improve Employee Engagement with Salesforce Financial Services Cloud

Banks and credit unions around the country are facing technological challenges as they explore opportunities to increase effectiveness and streamline processes within their bank operations teams. Many regional banks have significant technical debt and siloed systems of record

Unlock endless possibilities

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins