EDITOR'S PICK

Navigating the Insurance Data Challenge: Aggregation, Standardization, and Maximization

February 6, 2024

From the front-line to you

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

Exciting Salesforce Updates for March: Quick Hits for Spring 24’ Release!

Spring is the season for exciting updates to the Salesforce platform. These feature improvements and new enhancements are typically rolled out without the need for additional configuration. Let’s take a look at the high-level overview of each product.

Streamlining Real Estate Operations: The Fortimize Solution for Salesforce-MRI Integration

In our extensive experience working on real estate technology transformations, it is clear that data flow between Salesforce and the ERP is a significant challenge. The deal teams want to live as a sales tool, the finance teams

The Power of Service Cloud Voice: Revolutionizing Customer Service in Banking

The CRM of choice for Banks and Credit Unions is Salesforce Financial Services Cloud. FSC enables Banks and Credit Unions to capture customer interactions, manage sales pipelines, and elevate their customer service experience. One integration, in particular, Service

Navigating the Insurance Data Challenge: Aggregation, Standardization, and Maximization

In an era where data is hailed as the new oil, insurance companies find themselves grappling with the challenges of aggregating, homogenizing, and leveraging vast amounts of data. This struggle has significant repercussions, not only on their operational

Elevating Customer Experience with Einstein Bots

In the ever-evolving realm of customer service, Einstein Bots stand as the vanguards of innovation, ready to revolutionize and elevate the customer experience. Powered by the genius of Artificial Intelligence (AI), these bots are not just tools; they

Data Cloud: Adoption Roadmap

Enabling Data Cloud in 6 Steps In our previous blog post titled “Why Data Cloud?,” we offered insights into this Salesforce product, dispelled common misconceptions, and highlighted its benefits for financial services organizations. Now, we’re excited to assist

Delivering Power(ful) BI Data Solutions for Real Estate Companies

Data Solutions, like life, remind us that the journey is more important than the destination. While most technology initiatives typically start with designing a user experience and work backward to the solution, integrated data solutions in real estate

Fortimize Implements Simple Solutions to Solve Real Estate’s Data Problems

Information silos and disconnected operations have led to an over reliance on spreadsheets in Real Estate. We believe there is a better way. Real Estate has relied on manual data aggregation and tribal knowledge for decades to make

Why Data Cloud? What it is, isn’t, and how it benefits financial services. 

What is Data Cloud? In the ever-evolving landscape of financial services, staying ahead requires more than just data – it demands insightful, actionable information. Salesforce Data Cloud, formerly known as Salesforce CDP and Genie, emerges as a transformative

FiveM Consulting and Fortimize Forge Strategic Partnership to Elevate Insurance Industry’s Salesforce Experience

New York, December 15, 2023 – Two industry leaders, FiveM Consulting and Fortimize, are excited to announce a strategic partnership aimed at enhancing the utilization and adoption of Salesforce and Data & Analytics capabilities within the insurance sector.

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Thought Leadership Paper

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