Blog and Resources

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 »

Is Your Business Prepared for Unexpected Remote Work?

In the ever-developing world of business, you can’t be stalled by the unexpected. Can your team succeed in a virtual business environment? Yes, many jobs… Read more »


Recent Articles
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… Read more »

Fortimize Team Gratitude and Giving Thanks in 2019

At Fortimize, we highlight the amount of time we spend with one another by including shout-outs and recognition to one another every single day on our team huddles.

Banking on Success Web Series: Investing in Technology

It all starts with an idea. In banking, your big idea should focus on investing in technology for the long haul to transform your customer… Read more »

Top 10 Dreamforce Sessions for Real Estate Professionals

In a rapidly changing, competitive Real Estate and Property Management market, speed and organizational transparency are key differentiators.   The competitive advantage is raising money quicker,… Read more »