Why Data Cloud? What it is, isn’t, and how it benefits financial services.
What is Data Cloud? In the ever-evolving landscape of financial services, staying ahead requires more than just data – it demands insightful, actionable information. Salesforce Data Cloud, formerly known as Salesforce CDP and Genie, emerges as a transformative solution, transcending its initial marketing-centric role to become an indispensable asset for financial organizations. Data Cloud has […]
7 Pillars of a Data Strategy
Data-driven Success in Commercial Real Estate In an increasingly competitive commercial real estate (CRE) market, the importance of data cannot be overstated. It serves as the bedrock for informed decisions. This includes everything from property valuations, market dynamics, tenant preferences, and an array of influential factors. By implementing effective data collection and analysis now, your […]
Generative AI and Real Estate
A Solid Data Foundation and Org-wide Strategy is Essential The emergence of generative AI, exemplified by tools like ChatGPT, has captured the world’s attention due to its ability to produce quick and relatively quality insights and content. As this technology gains momentum, real estate executives are beginning to wonder why they don’t have access to […]
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 […]
Three Things Bankers are Doing to Increase Their Focus on People
By: Larsen Chung We hosted a roundtable of bankers from across the US last week and while we had some good laughs about our various sports team predictions for 2021 and a few (not so) bold bets about crypto and digital assets, there were three topics that stood out to me. Each one has come […]
Advancing Digital Transformation Despite Pandemic Challenges
Canandaigua National Bank & Trust is a $3.2B community bank in upstate New York. Annette Joyce, EVP of Technology & Project Management joined us in November for Fortimize Focus: Platform and Technology Solutions Driving Digital Transformation, where she shared her team’s aggressive technology roadmap for 2020 and how they managed to keep key projects going […]
Customers Bank Finds a Shift in Perspective
Customer’s Bank is a super-community bank with $18.8 billion in assets, offering commercial, consumer, and digital banking services across the country. Their CIO, Alex Balagour, joined us on a recent Fortimize Focus panel discussion to share insights gathered during the last few months of working from home. Banks around the world had to rethink working […]
