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Salesforce Data Cloud Quick Start

May 2, 2024

From the front-line to you

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

Managing Insurance Renewals on Salesforce with FiveM and Fortimize Accelerator

In the insurance industry, underwriters bear an important responsibility for appropriately managing the evolving risk within their renewal books, doing so accurately, efficiently and competitively. Leveraging FiveM and their experience in insurance, along with Fortimize and their technology

ERP and Salesforce Integrations: MuleSoft Unifies Real Estate Data

The single biggest driver for delivering real estate technology projects on time and within budget hinges on one key element: seamless integration with enterprise resource planning (ERP) software. As real estate organizations aspire to deliver digital and user-centric

Salesforce Transaction Dispute Management: How Banks and Credit Unions Can Streamline Processes

Financial transaction disputes are headaches for both the institution’s employees and their customers. On average, a single dispute can set a financial institution back by $10 to $70 in operating expenses. More impactful, perhaps, is the decrease in

Creating Seamless Group Benefits Onboarding with Salesforce Solutions

Group Benefits Onboarding, the process of enrolling employees in group insurance plans, is a critical aspect of human resources management. Yet, this process often presents challenges that can hinder efficiency and accuracy, impacting both employers and employees. Challenges

Delight your Customers with Omni-channel Insurance Service Centers on Salesforce

Delivering exceptional customer service while optimizing internal processes are table stakes when it comes to ‘customer experience.’ Omni-channel Insurance Service Centers, powered by Salesforce’s Financial Service Cloud (FSC) and Experience Cloud, offer a transformative solution to seamlessly manage

Enhancing Insurance Distribution Management with Salesforce Solutions

In the competitive world of insurance sales, effective distribution management is paramount for success. Insurance companies face unique challenges in managing relationships with diverse distribution partners, ensuring regulatory compliance, and navigating complex commission structures. Salesforce offers innovative and

Driving Operational Excellence: Harnessing the Power of PMOs and Scrum Methodologies in Real Estate, Insurance, and Financial Services.

Keeping up with industry demands in real estate, insurance, and financial services, require effective project management around key initiatives and outcomes.. Project Management Offices (PMOs) and Scrum methodologies serve as powerful tools to drive efficiency, collaboration, and innovation

Salesforce Data Cloud Quick Start

Empowering Connected and Personalized Experiences with Salesforce Data Cloud Salesforce Data Cloud has risen to the top, solidifying its position as the go-to technology for the financial services industry. With its seamless connectors and zero-copy integration, Data Cloud

7 Pillars of a Data Strategy

Data-driven Success in Financial Services Data is the heartbeat of informed decisions, the cornerstone upon which every successful organization is built. By embracing robust data collection and analysis today, your company can unlock the door to a future

Exploring Data as the Raw Material of Financial Services

At its heart, the Financial Services industry has always revolved around meeting human needs. While revenue drives its commercial aspect, it’s the people that give these financial institutions (FIs) purpose–which is why the core mission of banks, insurers,

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