Transforming Financial Institution Support with Agentforce
Agentforce by Fortimize Agentforce Simplifying Address Updates to Enhance Customer Experience Fixing Login Issues Quickly with Agentforce Increase NOI with Agentforce Transform Customer Support for Lost Debit Cards with Salesforce Agentforce Deflect 40% of Financial Institution Call Center Cases with Agentforce Customer support plays a pivotal role in building trust and loyalty for banks and […]
Increase NOI with Agentforce: Accelerate Residential Leasing from within Salesforce
Overview Salesforce Agentforce enables operators to improve Net Operating Income with tailored experiences that turn property inquiries into leases. Agentforce empowers leasing teams to exceed customer expectations by tapping real-time data from within Salesforce. Agentforce makes property discovery seamless and efficient— eliminating the “swivel chair challenges” posed by disconnected tools and siloed data. Build Trust […]
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 […]
Introducing the Fortimize and Blend Salesforce Connector
We are thrilled to share more on our newest accelerator that integrates the Blend Consumer Banking Suite designed specifically for banking and credit union customers, with Salesforce.
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: […]
The New FSC Data Model: It’s Real, It’s Ready, and Yes—You Do Need It.
The New FSC Data Model In an era of costly deposits and interest margin compression, financial institutions (FIs) can still flourish by gaining efficiency. AI offers great promise—but data readiness is essential. The new Salesforce Financial Services Cloud data model structures data for AI tools such as Agentforce, Einstein and Data Cloud. This article […]
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 […]
