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 […]
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 […]
Establish a reliable Yardi and Salesforce integration
Create a unified view of real estate data for sales, operations, and accounting teams. Real estate ERP systems like Yardi were primarily designed for accounting and financials, not customer relationship management workflow and reporting. In our newest real estate whitepaper, we discuss the benefits of an ERP and Salesforce integration and highlight the challenges, solutions, […]
Meeting the Challenges of Financial Services: Fortimize Launches Delivery as a Service
In an increasingly competitive landscape, financial services organizations are tasked with staying agile and innovative to meet changing customer expectations and regulatory requirements, while also managing operational efficiency and risk. As the industry evolves, so should the technologies and services that support them. That’s why we’re excited to announce the launch of Delivery as a […]
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 […]
