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 […]

Track Investment Intent in Salesforce and Turn Interest into Advisor Action

Investment advisors in wealth managers in a meeting.

Fortimize’s New Component Tracks Product Interest Understanding what clients care about isn’t optional—it’s essential. As client strategies 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 notes […]

Agentforce in Action: How Wealth and Asset Teams Use AI to Support Client Independence

Customer casually logging into their wealth and asset management portal at home.

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 […]

AI Can’t Fix Bad Data: Why Cleaning Core Banking Integrations is Step One

Banks Still Have a Customer Service Problem Most banks and credit unions are still figuring out the best way to build and support customer relationships in a digital world. ‘Technology will fix it!’ they cheer—forgetting that tech is only as good as the sales, operations, and customer service data it’s built on. Messy data has […]

Agentforce in Action: Lead-to-Lease Automation for Real Estate

Increase NOI with Salesforce Agentforce Agentforce, built on Salesforce, solves one of real estate’s biggest challenges: turning property inquiries into signed leases without burning out your leasing team. By combining AI, live property data, and tenant insights in one Salesforce-native experience, Agentforce helps operators increase Net Operating Income—while giving prospective tenants the answers and actions […]

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 […]

Symitar-to-Salesforce Accelerator Enables Credit Unions to Deliver Exceptional Member Experiences in Weeks

The Symitar-to-Salesforce Accelerator by Fortimize consolidates financial and engagement data into a single view within Salesforce. It provides credit unions with actionable insights to foster stronger member relationships and to deliver exceptional service. The Symitar-to-Salesforce Accelerator makes it possible to deliver this capability within a single calendar quarter! Business Benefits 360 Member Insights: Gain a […]

Agentforce in Action. Turning a Lost Debit Card into a Loyalty-Building Experience

Overview Salesforce Agentforce redefines customer support for the financial services industry, enabling banks to provide proactive tailored support that strengthens customer loyalty. Agentforce enables banks to meet ever-increasing customer expectations using data and AI within Salesforce. It eliminates the limitations of legacy systems and fragmented channels to deliver immediate results for customers. Build Customer Trust: […]

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins