Blog and Resources

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… Read more »

On-Demand Webinar: Pain Points Examined For Streamlined Lending

Join Fortimize and Hawthorn River in this on-demand webinar focused on digital lending. You’ll walk away with an understanding of solutions to resolve challenges that have plagued… Read more »

Larsen Chung Joins Fortimize as Senior Practice Director, Industries

Fortimize is excited to reinforce our commitment to customers and partners with the growth of our dedicated Industries team.  Larsen Chung will serve as Senior… Read more »

Defining a Digital Roadmap: Crafting a Solution by Solving Problems and Eliminating Pain Points

Given the urgency for digital transformation, the financial services industry has catapulted into a frenzy of technology adoption to meet the immediate demand of customers…. Read more »

Now is the Time to Lay a Digital Foundation for the Future

The current COVID-19 pandemic is changing many aspects of the way our society operates. The current climate has made it clear that efficient, responsive service… Read more »


Recent Articles
Timely Banking Solutions: CARES Act & SBA Lending

Timely Banking Solution. The CARES Act has allotted $350 billion to support approximately 30 million qualifying small businesses in the US to keep workers employed…. Read more »

Salesforce Financial Services Cloud as a Hub for Integration

In 2005, I was working as an independent consultant when a client of mine asked me to perform an integration between HubSpot and Salesforce. I… Read more »

WFH Tips: Working from Home in Financial Services

You’ve just started working from home and this is all foreign and new to you. Fear not! I have worked onsite in offices with commutes… Read more »

FinTech, Traditional Banking, and the Scramble to Innovate

The continuous evolution of FinTech and the push toward innovative technology solutions within the financial industry in the last decade-plus have opened new possibilities in… Read more »