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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.
  • 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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  • Banking, Blog Post, Financial Services, Multimedia, Technology & Trends

Introducing the Fortimize and Blend Salesforce Connector

We are thrilled to share more on our newest accelerator that integrates the Blend Consumer Banking Suite designed specifically for banking and credit union customers, with Salesforce.
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  • Banking, Blog Post, Financial Services, Technology & Trends

Symitar-to-Salesforce Accelerator Enables Credit Unions to Deliver Exceptional Member Experiences in Weeks

The Symitar-to-Salesforce Accelerator by Fortimize consolidates financial and engagement data into a single view within Salesforce. It provides credit unions with actionable insights to foster stronger member relationships and to deliver exceptional service. The Symitar-to-Salesforce Accelerator makes it
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  • Banking, Blog Post, Financial Services, Multimedia, Technology & Trends

Agentforce in Action. Turning a Lost Debit Card into a Loyalty-Building Experience

Overview Salesforce Agentforce redefines customer support for the financial services industry, enabling banks to provide proactive tailored support that strengthens customer loyalty. Agentforce enables banks to meet ever-increasing customer expectations using data and AI within Salesforce. It eliminates
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  • Banking, Financial Services, Lending, Technology & Trends, Wealth & Asset Mgmt, Whitepaper

The New FSC Data Model: It’s Real & It’s AI-Ready

Assessing the Impact of the new Financial Service Cloud (FSC) Data Model In an era of costly deposits and interest margin compression, financial institutions (FIs) can still flourish by increasing efficiencies. The New FSC data model is a
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