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Salesforce Data Cloud Quick Start

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

Transforming Financial Institution Support with Agentforce

Agentforce by Fortimize Agentforce Simplifying Address Updates to Enhance Customer Experience Fixing Login Issues Quickly with Agentforce Increase NOI with Agentforce Transform Customer Support for Lost Debit Cards with Salesforce Agentforce Deflect 40% of Financial Institution Call Center
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  • Blog Post, Customer Success, Real Estate, Technology & Trends

Increase NOI with Agentforce: Accelerate Residential Leasing from within Salesforce

Overview Salesforce Agentforce enables operators to improve Net Operating Income with tailored experiences that turn property inquiries into leases. Agentforce empowers leasing teams to exceed customer expectations by tapping real-time data from within Salesforce. Agentforce makes property discovery
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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 Ready, and Yes—You Do Need It.

The New FSC Data Model   In an era of costly deposits and interest margin compression, financial institutions (FIs) can still flourish by gaining efficiency. AI offers great promise—but data readiness is essential. The new Salesforce Financial Services
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  • Blog Post, General, Technology & Trends

Fast, Cost-effective Salesforce Innovation with DaaS

What is DaaS? Delivery as a Service is a capacity-based model designed to support and advance your Salesforce roadmap. Our proven, cost-effective approach drives continuous innovation, enabling your business to grow faster with Salesforce. How DaaS can help
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  • Blog Post, Customer Success, Technology & Trends

Elevating Safety with NSC and Data Cloud

The Fortimize team was phenomenal to work with. They launched the solution in just four weeks, demonstrating true expertise with this new product.
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  • Banking, Blog Post, Financial Services

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
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