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 […]
First Steps on Becoming a Data Driven Real Estate Organization
Data Driven companies are companies that proactively use data to make informed business decisions. As the PropTech industry booms, real estate companies have access to a wealth of data related to their properties from building systems, smart devices, ERP systems and more. Many companies collect this data but fail to have a strategy or comprehensive […]
Fortimize Positions for Accelerated Growth
In May 2022, Fortimize will celebrate our 10th anniversary. It’s a huge milestone from what started as an idea borne out of the financial services industry: that technology could unlock more powerful relationships between bankers, wealth and asset managers, and real estate firms with their customers. So it’s with great excitement that we begin the […]
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
In the first installment of our Data-First blog series, we made the case for Data-First banks or credit unions, and why becoming one will be 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, […]
Refining the Role of Data: Why Customer Data is the “Raw Material” of Digital Banking
On the most basic level, banking has always been about meeting human needs. Revenue is what makes it a commercial enterprise, but people are the reason banks exist—which is why banks’ entire business mission is built around acquiring, retaining and finding more ways to serve customers. The only way to do that successfully is to […]
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 […]
The Best of Dreamforce 2021 for Financial Services
Dreamforce, Salesforce’s biggest event of the year, took place last week and we attended to bring you the latest news for the Financial Services industry. Continue reading for updates on how Salesforce is looking to improve their offerings for Financial Services and where to find the most relevant sessions for you from the event. What […]
Fortimize + Kyloe: A new partnership for Asset Management technology
We’re proud to share the news that Fortimize has been selected as the preferred services partner for Kyloe Digital, the most comprehensive, turnkey customer engagement solution for the Asset Management industry powered by Salesforce. As a preferred services partner, Fortimize will lead implementations for new Kyloe Digital customers and work with existing customers to enhance […]
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 […]
