Fortimize Joins the Claude Partner Network
The Salesforce consultancy is certifying its delivery team on Claude because no financial institution should have to bet on which AI wins. September 1, 2026 — Fortimize, a Salesforce consulting partner serving banks, credit unions, and real estate firms, has joined the Claude Partner Network as an approved Anthropic partner. The firm continues to run […]
Snowflake or Salesforce Data 360? Where Each Function Should Live
Every tool in your stack can do almost everything. The real question is whether it should. On a recent client call, we were deciding where a piece of decision logic should live. We stopped asking which tools could do it and focused instead on: Time-to-value platform selection How quickly it could get into a user’s […]
Milestones to Meet on Your Data-First Journey
Originally published March 2022 | Updated March 2026 Becoming a data-first bank or credit union has always been important. Now, it’s existential. The institutions that thrived through the last few years of margin compression, digital disruption, and rising member expectations weren’t necessarily the biggest – they were the ones that could act on their data […]
4 Ways IDP Delivers ROI in Banking — Including up to $1,500 Saved Per Loan
IDP Can Strengthen Banking Operations Banks and credit unions continue to wrestle with paper-heavy processes — statements, loan packets, ID forms, property details. Each manual step slows service, introduces risk, and frustrates customers. Intelligent Document Processing (IDP) flips the equation, automating routine work in minutes instead of hours. The payoff is real: shorter onboarding, reduced […]
With Less Re-Keying, CRE Teams Realize Growth and Returns Faster
Stop Digging for Lease & Property Details When new leases are signed or properties are acquired, the value is in the details—rent schedules, renewal dates, tenant obligations, resident records. Too often, that data stays buried in LOIs and lease documents, slowing onboarding and delaying rent collection. Intelligent Document Processing (IDP) changes the game by automatically […]
10 Real-World Ways to Start Using AI in Real Estate—Without Overhauling Everything
A Practical Path to Real Estate Transformation AI isn’t just for tech giants or futuristic proptech startups. For real estate firms, brokers, and operators—especially mid-market firms looking to scale or large companies aiming to invest wisely—AI represents a practical and immediate opportunity to reduce operating costs, improve tenant experiences, and modernize internal operations, without needing […]
Track Investment Intent in Salesforce and Turn Interest into Advisor Action
New Component Tracks Product Interest Understanding what clients care about isn’t optional—it’s essential. As clients’ financial needs evolve, staying in sync with their shifting interests helps advisors deliver relevant advice, build long-term trust, and drive growth. But tracking this kind of data can be messy. Preferences, investment vehicles, and client goals often get buried in […]
The Real Reason Multifamily Operators Are Rethinking Leasing Point Solutions
We see it all the time: multifamily teams doing their best to grow in a fast-moving market—only to get tripped up by their own tools. What worked when the portfolio was smaller now feels disjointed and sluggish. Leasing point solutions—like Funnel and Knock—were game-changers for tour scheduling, lead management, and renter communications. But as teams […]
How Banks Centralize Systems with Composable MuleSoft + Salesforce FSC
See how leading banks use MuleSoft and Salesforce FSC to connect core systems, streamline onboarding, and reduce servicing costs.
