Becoming An Agile Bank
Becoming an agile bank isn’t just about a change in your project methodology, but in your business mindset. The ability to quickly pivot to address changing markets and business environments, as shown during the pandemic, are key to being able to stay ahead of the curve. It is about educating your employees and not just […]
Milestones to Meet on Your Data-First Journey
Becoming a Data-First bank or credit union is key to thriving in a digital economy. “Data-First” refers to banks that proactively use data to make business decisions. Rather than regarding it as a byproduct of the business cycle, these banks treat data as a raw material with inherent value—and strategically manage it as a business […]
3 Ways Banking Leaders Can Transform Data Through Company Culture
Fortimize recently convened our Banking Advisory Board for our monthly meeting. The topic? Data, data, and more DATA! Data is a top-of-mind challenge and opportunity for banks of all sizes, but especially those we consistently speak with in the <$20B asset segment. Specifically, there are 3 areas that must be focused on to help banks […]
Customer 360 Marketing Audiences released for Marketing Cloud
Customer 360 Marketing Audiences (C360) is here. That sentence may not make a lot of sense if you haven’t been watching Salesforce Marketing Cloud release notes like a hawk. But the launch of C360 is a massive deal in the marketing automation world. What exactly is C360? C360 is a tool that allows a marketer […]
Fortimize Focus: Platform & Technology Solutions Driving Digital Transformation Recap
At the beginning of the year, some banks were about to begin large-scale digital initiatives. Still others were in the process of major transformations or starting to roadmap their evolution. Then COVID hit, and everything changed. As the PPP program rolled out, technology implementation plans slated for later down the road experienced big shifts in […]
IMPORTANT: Salesforce for Outlook to be retired
As we reported earlier, in December 2020, Salesforce for Outlook will be retired. To keep integrating Microsoft Outlook with Salesforce, check out the advancements made with our next-generation products, the Outlook Integration and Einstein Activity Capture. To start planning your move, see Move from Salesforce for Outlook to the Next-Generation Products. Stay tuned for a migration guide […]
Enabling STEAM Learners With Skills to Code
I was thrilled for the opportunity to teach STEAM to young learners in Brooklyn, NY! STEAM aims to strengthen students’ foundational learning by enhance their critical thinking skills and recognize the intersection of art, science, technology, engineering, and math. STEAM in the classroom gives students the opportunity to learn those skills every day. Inquiry-based science […]
Fortimize Partners with Jitterbit to Provide Fast Track Integration Solutions for Financial Services Customers
Jitterbit’s Enterprise API Integration Platform Helps Customers Streamline Salesforce Integration Processes to Drive Business Growth Alameda, Calif. and New York, NY — Feb. 19, 2020 — Jitterbit, the API transformation company, and Fortimize, a Salesforce Platinum Consulting Partner for financial services clients, today announced a new strategic partnership. The partnership enables Fortimize to provide integration to its […]
Retiring: Salesforce for Outlook
We are unaware if this will affect your organization, but we would like you to be aware of changes within Salesforce Outlook due to Microsoft ending support. Our team recently uncovered that Salesforce for Outlook was deprecated in the Salesforce Winter ’19 Release. Microsoft is ending support for Basic Authentication access to Office 356 APIs […]
