Blog and Resources

What’s New for Financial Services in Spring ‘20

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

Fortimize Team Gratitude and Giving Thanks in 2019

At Fortimize, we highlight the amount of time we spend with one another by including shout-outs and recognition to one another every single day on our team huddles.

Banking on Success Web Series: Investing in Technology

It all starts with an idea. In banking, your big idea should focus on investing in technology for the long haul to transform your customer… Read more »

Top 10 Dreamforce Sessions for Real Estate Professionals

In a rapidly changing, competitive Real Estate and Property Management market, speed and organizational transparency are key differentiators.   The competitive advantage is raising money quicker,… Read more »


Recent Articles
Top 10 Must-Attend Dreamforce Banking Sessions

Fortimize’s Banking and Lending Practice is gearing up for an action-packed Dreamforce! We’ve been building our agendas and below recommend a few top sessions you… Read more »

Fortimize and Riva Partner to Help Enhance the Customer Experience for Financial Services Institutions

The financial services industry hinges on the success of its greatest asset, client relationships. In a world where clients expect a more hands-on customer approach,… Read more »

How Mortgage Lenders Can Attract Borrowers

Mortgage lenders face the tremendous challenge of marketing to borrowers who may be hesitant to commit to such a large purchase. Mortgage applications are down… Read more »

What Mortgage Loan Officers Really Need From a CRM

What Does a CRM Actually Do For Loan Originators? The more you are engaged with your applicants and partners throughout the origination process, the stronger… Read more »