Digital Transformation Starts with Data

The Best of Dreamforce 2021 for Financial Services

Dreamforce, Salesforce’s biggest event of the year, took place last week and we attended to bring you the latest news for the Financial Services industry. Continue reading for updates on how Salesforce is looking to improve their offerings for Financial Services and where to find the most relevant sessions for you from the event.  What

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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

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What CEOs recommend for building lasting digital transformation

Covid-19 created a new sense of urgency that business leaders have never experienced in their careers. Organizations were forced to either go into survival mode or pivot if they wanted to deliver real and sustainable financial results. Some organizations truly understood the meaning of the term “transformation” and have thrived in the new environment. After

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Digital Transformation Starts with Data

Your customers are demanding more personalized experiences and immediate access to financial tools and services The noise around Digital Transformation for Banks and Credit Unions can be deafening. Mobile banking, online banking, chatbots, Artificial Intelligence (AI), machine learning, crypto, the list goes on and on….and on. If you feel like you’re drinking from the Fintech

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