Fortimize Partners With Successful Mortgage Originator
The Fortimize team is excited to work with our newest client to evaluate a Salesforce implementation to further their success. Bank of Manhattan is a business bank that specializes in small and medium size wholesale business and entrepreneurs and is constantly seeking to further their technological development. Because of this, BoM has looked to Fortimize’s […]
Collaboration Wins!
Compete or cooperate? We are made to work in community and we thrive in a collaborative environment. When we value our different and complementary abilities, we can accomplish amazing things–together! The evidence is in–check out this compelling TED talk.
Are Money-Losing Product Or Service Lines Costing Your Business?
I learned a unique term today that you’ll soon know too. Plonkers. Plonkers are slow sellers with low gross margins. Too often, businesses keep these around as a part of a strategy, but at great cost. I loved how an innovator at Aussie pharmacy chain Rx Management found a way to get rid of plonkers […]
Is The Commercial Real Estate Industry Afraid Of Technology?
Did you know that one-third of the world’s commercial real estate industry is using outdated technology? It’s crazy to think that in our technology-rich society, some of the smartest and well connected people in the world are resorting to spreadsheets to manage trillions of dollars! Learn about the Altus Group who surveyed 300 international real […]
4 Daily Habits for Successful Leadership
Leadership starts with habits, but habits don’t just happen. They need to be cultivated and put into practice. Recently, I read a list from Square that includes habits that successful entrepreneurs should have. It got me to thinking–what about my habits? Here are 4 Habits I’ve adopted and practice daily: 1.) Don’t get out of […]
Is It Possible To Change Our Behavior?
If you’re a boss, parent, spouse, or friend, you probably already know that your initial response to others isn’t always well thought out. Oftentimes, it comes from a place of wanting to get things done quickly, have control, and win arguments. Knowing ourselves and admitting where we fall short in our relationships with others is […]
When Impossible Bucket Lists Become Real
Toward the end of every calendar year, the media comes out with a variety of “Best of” and “Top 10” lists that bring favorite moments, people, and themes from that particular year together. Perhaps this was where bucket lists were born. We all have things in life we want to accomplish: maybe we hope to […]
$4B Catastrophe Bond Fund Grows and Manages with Salesforce
EXOTIC BOND MANAGER SCRUBS NEW ISSUES, ACQUIRES AUM, TRADES & SERVES CLIENTS – FROM SALESFORCE IMPLEMENTATION WITH FORTIMIZE Developed Due Diligence Process to Ensure SAS 70 Compliance for New Bond Issues Leveraged workflows to drive client acquisition, trading and client management processes Content management and delivery for reporting (Prospectuses, Excel, Mathematica models, etc.) “Fortimize took […]
Teacher’s Pension & Insurance Services Chooses Fortimize
SALESFORCE IMPLEMENTATION FOR TEACHER’S RETIREMENT PLANNING FIRM Founded in 2007, TPIS is a teacher-focused company that specializes in investment options, life insurance, and retirement planning for educational institutions. TPIS picked Salesforce as their CRM solution as they require complex data migration, iPipeline integration (an insurance eApplication submission platform), as well as custom Reporting and Analytics […]
Welcoming Our New Client: San Francisco Bay Area Regional Center
ACCLAIMED INVESTMENT BANKER FINDS SUCCESS WITH EXPERT BLOCKS San Francisco Bay Area Regional Center was founded in 2009 and focuses on raising foreign investments to finance domestic business enterprises that create jobs for the US economy. Although SFBARC has been using Salesforce for years, the company is now contracting Force Optimized to solve specific business […]
