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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.

Credit Score and Balance Trend Quick Starts, Leveraging Salesforce Data Cloud

Boost Customer & Member Experience and Drive Wallet Share Growth Fortimize and Own have launched a strategic partnership leveraging Salesforce Data Cloud to enable Banks and Credit Unions to provide a more personalized experience for their customers and

Fortimize and Own Partner to Deliver Data Cloud Solutions for Financial Service Industry

FOR IMMEDIATE RELEASE New York, NY, August 14, 2024 – Fortimize, a leader in Salesforce solutions for financial services, and Own, the industry leader in data protection and activation solutions, have formed a strategic partnership designed to enhance

Sprint Reviews: The Key to Successful Salesforce Implementations

Implementing Salesforce can set your organization up for success or create new challenges, such as poor user adoption, increased technical debt, and inefficient workflows. To proactively mitigate these challenges, you should work with an experienced consulting partner who

Flexible and Affordable Salesforce Support for Financial Services

As your financial services organization grows, efficient Salesforce and Data & Analytics advisory solutions become crucial for success. Keeping up with rapid technological advancements can be challenging and requires strategic adjustments to stay competitive. While Salesforce offers the

Integrating Salesforce Data Cloud and Snowflake

Salesforce Data Cloud has been generating significant buzz, particularly with the introduction of a free tier for customers using the Enterprise and Unlimited editions. As Data Cloud evolves, many organizations are asking: how does it compare to data

MuleSoft’s API-led Connectivity Architecture Enables Robust Integrations

For companies exploring MuleSoft as an enterprise integration platform, you may have encountered the term API-led Connectivity. Within the MuleSoft ecosystem, an API-led approach is recognized as a robust, scalable best practice for building large-scale enterprise integrations. This

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

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Thought Leadership Paper

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