Establish a reliable Yardi and Salesforce integration
Create a unified view of real estate data for sales, operations, and accounting teams. Real estate ERP systems like Yardi were primarily designed for accounting and financials, not customer relationship management workflow and reporting. In our newest real estate whitepaper, we discuss the benefits of an ERP and Salesforce integration and highlight the challenges, solutions, […]
Meeting the Challenges of Financial Services: Fortimize Launches Delivery as a Service
In an increasingly competitive landscape, financial services organizations are tasked with staying agile and innovative to meet changing customer expectations and regulatory requirements, while also managing operational efficiency and risk. As the industry evolves, so should the technologies and services that support them. That’s why we’re excited to announce the launch of Delivery as a […]
Fortimize Launches New Data & Analytics Practice
The financial services industry generates large amounts of data daily, making it one of the most data-intensive sectors. The challenge these organizations face is knowing how to parse the data, make sense of it and use it to drive operational efficiencies and business growth. That’s where Fortimize’s Data & Analytics practice comes in. Our mission […]
Data-First Banks: Creating Business Intelligence Throughout the Customer Journey
As we’ve explored in previous blogs, more regional and community banks are aspiring to become “Data First”—a modern bank that manages customer data as a business asset, rather than as a business byproduct. Once a bank has laid the groundwork to do this effectively, it can mine and use data as a raw material to […]
Milestones to Meet on Your Data-First Journey
In the first installment of our Data-First blog series, we made the case for Data-First banks or credit unions, and why becoming one will be key to thriving in a digital economy. “Data-First” refers to banks that proactively use data to make business decisions. Rather than regarding it as a byproduct of the business cycle, […]
Refining the Role of Data: Why Customer Data is the “Raw Material” of Digital Banking
On the most basic level, banking has always been about meeting human needs. Revenue is what makes it a commercial enterprise, but people are the reason banks exist—which is why banks’ entire business mission is built around acquiring, retaining and finding more ways to serve customers. The only way to do that successfully is to […]
