On-Demand Webinar: Investing in Technology in Banking
It all starts with an idea. In banking, your big idea should focus on investing in technology for the long haul to transform your customer AND employee experience. When you start a new project with new technology, you can begin to see all the different technologies that build toward digital transformation for your bank. But […]
Top 10 Dreamforce Sessions for Real Estate Professionals
In a rapidly changing, competitive Real Estate and Property Management market, speed and organizational transparency are key differentiators. The competitive advantage is raising money quicker, advancing through acquisition stages seamlessly, and having a clear insight into communication efforts without the need for internal emails or inefficient catch-up meetings. A huge tool to make that happen […]
Top 10 Must-Attend Dreamforce Banking Sessions
Fortimize’s Banking and Lending Practice is gearing up for an action-packed Dreamforce! We’ve been building our agendas and below recommend a few top sessions you should have on your list. 1. How a Swiss bank Met Complex Regulations to Get to the CloudTuesday, November 19, 1:00 PM – 1:40 PM, Moscone West, Room 2024 Banks […]
Fortimize and Riva Partner to Help Enhance the Customer Experience for Financial Services Institutions
The financial services industry hinges on the success of its greatest asset, client relationships. In a world where clients expect a more hands-on customer approach, these relationships are what will make or break a firm. And it all begins with your firm’s CRM. With so many options available for clients to choose from, financial institutions […]
How Mortgage Lenders Can Attract Borrowers
Mortgage lenders face the tremendous challenge of marketing to borrowers who may be hesitant to commit to such a large purchase. Mortgage applications are down 23 percent over last year, even as rates remain low, and home ownership has dipped in general, down to 63.7 percent in 2015. First-time homeowners are also on the decline; […]
What Mortgage Loan Officers Really Need From a CRM
What Does a CRM Actually Do For Loan Originators? The more you are engaged with your applicants and partners throughout the origination process, the stronger your pull-through! What if your Customer Relationship Management (CRM) platform could… Manage your leads, applicants, referral sources, vendors and back office staff in one platform? Communicate securely, personalized and tailored […]
Homebuyers and the Mortgage Industry: Bracing for the Changing Borrower Profile
Now that recovery from the 2008 financial crisis is well underway, property prices and mortgage rates are on the rise once again. According to the Federal Reserve, mortgage debt totaled more than $14.4 trillion by the first quarter of 2017, and that number has steadily climbed over the past few years. Since the property bubble […]
How Data-driven Relationships Enhance the Customer Experience
More than half of business owners plan to “take action” in the near future so they can better understand their customers: what they want, how they think and how they can best be served. “Taking action” isn’t as easy as reading a study or sending out a survey, but it’s simpler than you may think. […]
Convert Tenant Leads to Leases in Hours, Not Days
Leasing Agents at Property Management companies share two common goals – to maintain a high occupancy rate, and to lease units as quickly as possible to minimize vacancy loss. The key difference today is how agents are accomplishing this goal. Consulting with real estate operators at Fortimize, we have encountered companies operating solely in Outlook […]
Achieve Your Goals Faster with Agile
Many people within the software industry are familiar with using the agile structure in development because it helps teams create new software products and processes quickly and efficiently. However, the idea behind agile did not start with software. In a fascinating article in the Harvard Business Review, Darrell K Rigby, Jeff Sutherland, and Hirotaka Takeuchi, […]
