Transforming Financial Institution Support with Agentforce
Agentforce by Fortimize Agentforce Simplifying Address Updates to Enhance Customer Experience Fixing Login Issues Quickly with Agentforce Increase NOI with Agentforce Transform Customer Support for Lost Debit Cards with Salesforce Agentforce Deflect 40% of Financial Institution Call Center Cases with Agentforce Customer support plays a pivotal role in building trust and loyalty for banks and […]
Increase NOI with Agentforce: Accelerate Residential Leasing from within Salesforce
Overview Salesforce Agentforce enables operators to improve Net Operating Income with tailored experiences that turn property inquiries into leases. Agentforce empowers leasing teams to exceed customer expectations by tapping real-time data from within Salesforce. Agentforce makes property discovery seamless and efficient— eliminating the “swivel chair challenges” posed by disconnected tools and siloed data. Build Trust […]
Digital Account Opening (DAO): Build vs. Buy
Executive Summary To compete for wallet share, financial institutions (FIs) must offer exceptional online capabilities for their customers/members. A frictionless, easy-to-use DAO process is an essential part of the customer experience (CX), and critical to customer acquisition. For this reason, determining whether to build in-house—or instead, to purchase a pre-built platform from a vendor—is a […]
Elevating Safety with NSC and Data Cloud
The Fortimize team was phenomenal to work with. They launched the solution in just four weeks, demonstrating true expertise with this new product.
