Fortimize Expands North American Footprint with New Vancouver Hub
FOR IMMEDIATE RELEASE North Vancouver, British Columbia — September 2, 2025 — Fortimize, a Salesforce consulting and delivery partner focused on people-first solutions, has opened a new hub at West Quay Offices in North Vancouver, British Columbia. The space provides team members with a dedicated environment for collaboration, training, and in-person engagement—reinforcing Fortimize’s commitment to building […]
Struggling With CRM Adoption? 1 in 3 Users Are—How DaaS Can Help
When it comes to CRM implementation, the data tells a sobering story: 32% of users cite lack of technical expertise as a top adoption barrier. And when adoption lags, so does ROI. If your team is navigating a Salesforce or other enterprise CRM rollout, here’s the hard truth: you’re not just implementing software—you’re gambling with […]
From Red to Revival: Reset Your Salesforce Org with a Real Assessment and Delivery That Sticks
The duct tape failed but before you throw your org out of the window, save what you can. When a Salesforce org stalls, it’s easy to think the whole thing is a sunk cost. The implementation didn’t deliver. The integrations don’t work. The users are frustrated. And now leadership’s asking: Is it even worth saving? […]
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 […]
Agentforce in Action: How Wealth and Asset Teams Use AI to Support Client Independence
How Advisors Are Using AI In the world of wealth and asset management, client service isn’t just about resolution—it’s about relationship. When clients reach out, it’s often tied to sensitive financial information, portfolio access, or long-term planning. That means every interaction is an opportunity to build—or lose—trust. Agentforce, powered by Salesforce Financial Services Cloud, enables […]
Sustainable Change Management: Why Ownership Is the New Baseline
Change Isn’t Just Awareness—It’s Shared Ownership Change management is always expected—but rarely operationalized. Too often, change is treated like a leadership task or a training phase. But adoption doesn’t happen unless ownership is clearly mapped across every role and stage of delivery—from executive sponsor to sprint lead, from frontline manager to end user. Here’s how […]
Building vs. Buying Your Digital Account Opening (DAO) Platform
The Argument: Speed or Customization For financial institutions (FIs) competing for market share, a fast, frictionless Digital Account Opening (DAO) process is an essential component of customer acquisition and satisfaction. Customers expect seamless digital experiences, and with up to 40% of online applications being abandoned due to clunky systems, the right platform is critical. The major strategic […]
The New FSC Data Model: It’s Real & It’s AI-Ready
Assessing the Impact of the new Financial Service Cloud (FSC) Data Model In an era of costly deposits and interest margin compression, financial institutions (FIs) can still flourish by increasing efficiencies. The New FSC data model is a game changer for banks, credit unions, and insurance companies looking to leverage AI tools like Agentforce, Einstein, […]
Fast, Cost-effective Salesforce Innovation with DaaS
What is DaaS? Delivery as a Service is a capacity-based model designed to support and advance your Salesforce roadmap. Our proven, cost-effective approach drives continuous innovation, enabling your business to grow faster with Salesforce. How DaaS can help you deliver results You lack industry expertise to execute your strategic directionDaaS provides skilled specialists to advise […]
