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May 2, 2024

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From the front-line to you

A Fortimize blog on industry tidbits, business challenges and technology innovations for your financial service firm.
  • Real Estate, Technology & Trends

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
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  • Banking, Technology & Trends

How Banks Centralize Systems with Composable MuleSoft + Salesforce FSC

See how leading banks use MuleSoft and Salesforce FSC to connect core systems, streamline onboarding, and reduce servicing costs.
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  • Technology & Trends, Wealth & Asset Mgmt

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
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  • Technology & Trends, Wealth & Asset Mgmt

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
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  • Fortimize News, Press Release

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
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  • Customer Success, Press Release

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
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  • 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
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  • Banking, Blog Post, Customer Success, Financial Services, Industry, Multimedia, Technology & Trends

Agentforce in Action: How Banks and Credit Unions Use AI to Automate Support and Reduce Call Volume

How Banks and Credit Unions Are Using AI Customer support is pivotal in building trust and loyalty for banks and credit unions. However, support teams often find themselves overwhelmed with routine issues such as lost debit cards, forgotten
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  • Blog Post, Customer Success, Real Estate, Technology & Trends

Agentforce in Action: Lead-to-Lease Automation for Real Estate

Increase NOI with Salesforce Agentforce Agentforce, built on Salesforce, solves one of real estate’s biggest challenges: turning property inquiries into signed leases without burning out your leasing team. By combining AI, live property data, and tenant insights in
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  • Banking, Blog Post, Customer Success, Financial Services, Technology & Trends, Whitepaper

Digital Account Opening (DAO): Build vs. Buy

Executive Summary To compete for wallet share, financial institutions (FIs) must offer exceptional online capabilities for their customers/members. A frictionless, easy-to-use DAO process is an essential part of the customer experience (CX), and critical to customer acquisition. For
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Digital Transformation in the Financial Services Industry During COVID by Jim Collins

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