Fortimize + Kyloe: A new partnership for Asset Management technology

We’re proud to share the news that Fortimize has been selected as the preferred services partner for Kyloe Digital, the most comprehensive, turnkey customer engagement solution for the Asset Management industry powered by Salesforce. As a preferred services partner, Fortimize will lead implementations for new Kyloe Digital customers and work with existing customers to enhance […]

The Unexpected Journey | Episode 1

The Unexpected Journey

The Unexpected Journey A new, exclusive interview series from Fortimize, The Unexpected Journey. Join host Dan Vonsover for a 1:1 conversation with one of the titans of commercial real estate, Ofer Yardeni. The Chairman and CEO of Stonehenge NYC shares personal stories from his unexpected journey to building a 25-year career and over $4 billion […]

Three Things Bankers are Doing to Increase Their Focus on People

By: Larsen Chung We hosted a roundtable of bankers from across the US last week and while we had some good laughs about our various sports team predictions for 2021 and a few (not so) bold bets about crypto and digital assets, there were three topics that stood out to me. Each one has come […]

People, Process, Technology – How One Bank Advanced in 2020

Penn Community Bank, a $2.5 billion mutual bank, provides banking, lending, and investment solutions for customers throughout Southeastern Pennsylvania, and is the region’s largest locally run mutual bank. Executive Vice President and Chief Administrative Officer, Diane Brown, joined us on a recent Fortimize Focus panel discussion to share insights gathered during the last few months […]

Preparation, Leadership & A Little Luck Help Bankmobile Thrive

Bankmobile is a nationwide, completely digital bank, offering accessible and affordable consumer and commercial financial solutions that empower people to take control of their financial future. Bankmobile’s COO, Bob Diegel participated in a recent Fortimize Focus panel discussion, where he shared how Bankmobile’s unique culture and approach to banking helped the company thrive during the […]

Advancing Digital Transformation Despite Pandemic Challenges

Canandaigua National Bank & Trust is a $3.2B community bank in upstate New York. Annette Joyce, EVP of Technology & Project Management joined us in November for Fortimize Focus: Platform and Technology Solutions Driving Digital Transformation, where she shared her team’s aggressive technology roadmap for 2020 and how they managed to keep key projects going […]

Customers Bank Finds a Shift in Perspective

Customer’s Bank is a super-community bank with $18.8 billion in assets, offering commercial, consumer, and digital banking services across the country. Their CIO, Alex Balagour, joined us on a recent Fortimize Focus panel discussion to share insights gathered during the last few months of working from home. Banks around the world had to rethink working […]

Salesforce & the Real Estate ERP Relationship Webinar Recap

Integrating Salesforce with Real Estate ERPs This month we brought panelists together for our first Real Estate Fortimize Focus Webinar. Joining our VP of Industries, Dan Vonsover, were: Tom Parisi, Sr. Enterprise Consultant at nCino and former CTO of Stonehenge; John Dell’Omo, SVP of Application Development at American Campus Communities, Rukus Esi, CIO and CTO of AvalonBay Communities, […]

Fortimize Focus: Platform & Technology Solutions Driving Digital Transformation Recap

At the beginning of the year, some banks were about to begin large-scale digital initiatives. Still others were in the process of major transformations or starting to roadmap their evolution. Then COVID hit, and everything changed. As the PPP program rolled out, technology implementation plans slated for later down the road experienced big shifts in […]

Thought Leadership Paper

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