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: How Banks and Credit Unions Use AI to Automate Support and Reduce Call Volume
How Banks and Credit Unions Are Using AI Customer support is pivotal in building trust and loyalty for banks and credit unions. However, support teams often find themselves overwhelmed with routine issues such as lost debit cards, forgotten passwords, and address updates. These three categories alone can comprise up to 40% of incoming calls, creating […]
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 […]
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 AI-Ready
Assessing the Impact of the new Financial Service Cloud (FSC) Data Model In an era of costly deposits and interest margin compression, financial institutions (FIs) can still flourish by increasing efficiencies. The New FSC data model is a game changer for banks, credit unions, and insurance companies looking to leverage AI tools like Agentforce, Einstein, […]
Fast, Cost-effective Salesforce Innovation with DaaS
What is DaaS? Delivery as a Service is a capacity-based model designed to support and advance your Salesforce roadmap. Our proven, cost-effective approach drives continuous innovation, enabling your business to grow faster with Salesforce. How DaaS can help you deliver results You lack industry expertise to execute your strategic directionDaaS provides skilled specialists to advise […]
Elevating Safety with NSC and Data Cloud
The Fortimize team was phenomenal to work with. They launched the solution in just four weeks, demonstrating true expertise with this new product.
