Blog and Resources

Salesforce Financial Services Cloud as a Hub for Integration

In 2005, I was working as an independent consultant when a client of mine asked me to perform an integration between HubSpot and Salesforce. I… Read more »

WFH Tips: Working from Home in Financial Services

You’ve just started working from home and this is all foreign and new to you. Fear not! I have worked onsite in offices with commutes… Read more »

FinTech, Traditional Banking, and the Scramble to Innovate

The continuous evolution of FinTech and the push toward innovative technology solutions within the financial industry in the last decade-plus have opened new possibilities in… Read more »

Is Your Business Prepared for Unexpected Remote Work?

In the ever-developing world of business, you can’t be stalled by the unexpected. Can your team succeed in a virtual business environment? Yes, many jobs… Read more »


Recent Articles
Enabling STEAM Learners With Skills to Code

I was thrilled for the opportunity to teach STEAM to young learners in Brooklyn, NY! STEAM aims to strengthen students’ foundational learning by enhance their… Read more »

Fortimize and Hawthorn River Partner to Drive Digital Transformation in Community Banking

ST. LOUIS, March 4, 2020 /PRNewswire/ — Fortimize, a Salesforce Platinum Consulting Partner for Financial Services, and Hawthorn River, the developer of Loan Origination Software for community banks, are… Read more »

Fortimize Partners with Jitterbit to Provide Fast Track Integration Solutions for Financial Services Customers

Jitterbit’s Enterprise API Integration Platform Helps Customers Streamline Salesforce Integration Processes to Drive Business Growth Alameda, Calif. and New York, NY — Feb. 19, 2020… Read more »

What’s New for Financial Services in Spring ‘20

Prepare your Financial Services firm for the next Salesforce release, Spring ‘20!