The Power of Service Cloud Voice: Revolutionizing Customer Service in Banking

The CRM of choice for Banks and Credit Unions is Salesforce Financial Services Cloud. FSC enables Banks and Credit Unions to capture customer interactions, manage sales pipelines, and elevate their customer service experience. One integration, in particular, Service Cloud Voice (SCV), elevates FSC’s capabilities and helps organizations retain and grow Share of Wallet (SOW). Let’s […]

Bank Portfolio Diversity Matters-How to Attract New Customers and Secure More Deposits

Community banks and credit unions have a unique opportunity to capitalize on the fallout from recent, failed financial institutions such as Silicon Valley Bank and Signature Bank. When the FDIC intervened, it was a stark reminder of their current rule guaranteeing deposits up to $250,000. While these customer’s deposits above $250,000 were ultimately saved by […]

How Banks & Credit Unions can Improve Employee Engagement with Salesforce Financial Services Cloud

Banks and credit unions around the country are facing technological challenges as they explore opportunities to increase effectiveness and streamline processes within their bank operations teams. Many regional banks have significant technical debt and siloed systems of record which seriously limits their ability to make fast, data-driven decisions. On top of technological challenges, banking leaders […]

Data-First Banks: Creating Business Intelligence Throughout the Customer Journey

As we’ve explored in previous blogs, more regional and community banks are aspiring to become “Data First”—a modern bank that manages customer data as a business asset, rather than as a business byproduct. Once a bank has laid the groundwork to do this effectively, it can mine and use data as a raw material to […]

What CEOs recommend for building lasting digital transformation

Covid-19 created a new sense of urgency that business leaders have never experienced in their careers. Organizations were forced to either go into survival mode or pivot if they wanted to deliver real and sustainable financial results. Some organizations truly understood the meaning of the term “transformation” and have thrived in the new environment. After […]

Digital Transformation Starts with Data

Your customers are demanding more personalized experiences and immediate access to financial tools and services The noise around Digital Transformation for Banks and Credit Unions can be deafening. Mobile banking, online banking, chatbots, Artificial Intelligence (AI), machine learning, crypto, the list goes on and on….and on. If you feel like you’re drinking from the Fintech […]

How you can optimize digital transformation plans

Covid-19 brought a whole new meaning to digital transformation because it created a sense of urgency that business leaders had never experienced in their careers. These major changes had the potential to either diverge from any digital transformation efforts or attempt to turn the crisis into an opportunity.  CEOs have recognized that current business models […]

Three Things Bankers are Doing to Increase Their Focus on People

By: Larsen Chung We hosted a roundtable of bankers from across the US last week and while we had some good laughs about our various sports team predictions for 2021 and a few (not so) bold bets about crypto and digital assets, there were three topics that stood out to me. Each one has come […]

People, Process, Technology – How One Bank Advanced in 2020

Penn Community Bank, a $2.5 billion mutual bank, provides banking, lending, and investment solutions for customers throughout Southeastern Pennsylvania, and is the region’s largest locally run mutual bank. Executive Vice President and Chief Administrative Officer, Diane Brown, joined us on a recent Fortimize Focus panel discussion to share insights gathered during the last few months […]

Preparation, Leadership & A Little Luck Help Bankmobile Thrive

Bankmobile is a nationwide, completely digital bank, offering accessible and affordable consumer and commercial financial solutions that empower people to take control of their financial future. Bankmobile’s COO, Bob Diegel participated in a recent Fortimize Focus panel discussion, where he shared how Bankmobile’s unique culture and approach to banking helped the company thrive during the […]

Thought Leadership Paper

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