Credit Score and Balance Trend Quick Starts, Leveraging Salesforce Data Cloud
Boost Customer & Member Experience and Drive Wallet Share Growth Fortimize and Own have launched a strategic partnership leveraging Salesforce Data Cloud to enable Banks and Credit Unions to provide a more personalized experience for their customers and members while growing top line revenue. Credit Unions and Banks struggle to unify data about their customers […]
Sprint Reviews: The Key to Successful Salesforce Implementations
Implementing Salesforce can set your organization up for success or create new challenges, such as poor user adoption, increased technical debt, and inefficient workflows. To proactively mitigate these challenges, you should work with an experienced consulting partner who can deliver agile sprint reviews as part of their development methodology. Sprint reviews, held at the end […]
Flexible and Affordable Salesforce Support for Financial Services
As your financial services organization grows, efficient Salesforce and Data & Analytics advisory solutions become crucial for success. Keeping up with rapid technological advancements can be challenging and requires strategic adjustments to stay competitive. While Salesforce offers the flexibility to adapt and customize your operations to meet evolving demands, having skilled consultants to support the […]
Integrating Salesforce Data Cloud and Snowflake
Salesforce Data Cloud has been generating significant buzz, particularly with the introduction of a free tier for customers using the Enterprise and Unlimited editions. As Data Cloud evolves, many organizations are asking: how does it compare to data warehouse solutions like Snowflake, and why should we consider integrating Salesforce Data Cloud with Snowflake? Let’s explore […]
MuleSoft’s API-led Connectivity Architecture Enables Robust Integrations
For companies exploring MuleSoft as an enterprise integration platform, you may have encountered the term API-led Connectivity. Within the MuleSoft ecosystem, an API-led approach is recognized as a robust, scalable best practice for building large-scale enterprise integrations. This approach serves as an alternative to the fragile point-to-point connections between systems that are prone to breaking […]
ERP and Salesforce Integrations: MuleSoft Unifies Real Estate Data
The single biggest driver for delivering real estate technology projects on time and within budget hinges on one key element: seamless integration with enterprise resource planning (ERP) software. As real estate organizations aspire to deliver digital and user-centric experiences, scalable ERP and Salesforce integrations become an imperative, not a luxury. Why You Should Integrate Your […]
Salesforce Transaction Dispute Management: How Banks and Credit Unions Can Streamline Processes
Financial transaction disputes are headaches for both the institution’s employees and their customers. On average, a single dispute can set a financial institution back by $10 to $70 in operating expenses. More impactful, perhaps, is the decrease in brand sentiment and trust if not settled quickly. One way banks and credit unions can address the […]
Salesforce Data Cloud Quick Start
Empowering Connected and Personalized Experiences with Salesforce Data Cloud Salesforce Data Cloud has risen to the top, solidifying its position as the go-to technology for the financial services industry. With its seamless connectors and zero-copy integration, Data Cloud provides banks and credit unions with a secure and cost-effective solution to tap into critical customer or […]
Fortimize’s Deal Management Accelerator – Built for Deal Makers Managing Pipeline & Data through Salesforce
Fortimize’s Deal Management Accelerator on Salesforce is a pre-built solution for deal makers and their teams to manage pipeline data, deadlines, and tasks. The solution is built by former Real Estate executives to cater to firms in need of clean and visible data, cross-department collaboration, and a quick, frictionless implementation. In the crowded space of […]
The Benefits of Salesforce Field Service for Real Estate
In the busy world of real estate management, efficiency is key. From unit turnovers to maintenance requests, staying on top of property management tasks can be overwhelming. This is where Salesforce Field Service comes in, offering a comprehensive solution to streamline workflows and enhance operational effectiveness. Unit Turnover Managing unit inspections during turnover periods is […]
