Track Investment Intent in Salesforce and Turn Interest into Advisor Action
New Component Tracks Product Interest Understanding what clients care about isn’t optional—it’s essential. As clients’ financial needs evolve, staying in sync with their shifting interests helps advisors deliver relevant advice, build long-term trust, and drive growth. But tracking
Real Estate’s Fast Track to Better Business — One Tech Project at a Time
Most real estate teams don’t hate their tech. They hate how messy it’s gotten. What began as a patchwork of fixes has snowballed into a maze of outdated tech, manual workarounds, and disconnected processes. Built for a different
Fast, Powerful Fixes That Reignite Salesforce Efficiency for Banks
Most banks don’t hate Salesforce — they hate what it’s become. What started as a flexible CRM can evolve into a bloated system that’s hard to manage, harder to get value from, and nearly impossible to improve without
The Real Reason Multifamily Operators Are Rethinking Leasing Point Solution
We see it all the time: multifamily teams doing their best to grow in a fast-moving market—only to get tripped up by their own tools. What worked when the portfolio was smaller now feels disjointed and sluggish. Leasing
Agentforce in Action: How Wealth and Asset Teams Use AI to Support Client Independence
How Advisors Are Using AI In the world of wealth and asset management, client service isn’t just about resolution—it’s about relationship. When clients reach out, it’s often tied to sensitive financial information, portfolio access, or long-term planning. That
Fortimize Recognizes Consulting Talent with Teamwide Promotions
Fortimize continues to invest in growth, leadership, and client success. Jackson, Wyoming – April 9 2025 — Fortimize, a top Salesforce consultancy and leading partner to the financial services industry, today announced a new round of promotions across
Langley Federal Credit Union Goes Live with the Fortimize Blend Salesforce Connector
A New Way to Capture Lost Opportunities Newport News, VA – Feb. 24, 2025 — Langley Federal Credit Union, a top 70 credit union in the U.S., has successfully deployed the Fortimize Blend Salesforce Connector, unlocking new ways
Banking, Blog Post, Financial Services, Industry, Technology & Trends
AI Can’t Fix Bad Data: Why Cleaning Core Banking Integrations is Step One
Banks Still Have a Customer Service Problem Most banks and credit unions are still figuring out the best way to build and support customer relationships in a digital world. ‘Technology will fix it!’ they cheer—forgetting that tech is
