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Salesforce Data Cloud Quick Start

May 2, 2024

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From the front-line to you

A Fortimize blog on industry tidbits, business challenges and technology innovations for your financial service firm.
  • Banking, Blog Post, Financial Services, Technology & Trends

Symitar-to-Salesforce Accelerator Enables Credit Unions to Deliver Exceptional Member Experiences in Weeks

The Symitar-to-Salesforce Accelerator by Fortimize consolidates financial and engagement data into a single view within Salesforce. It provides credit unions with actionable insights to foster stronger member relationships and to deliver exceptional service. The Symitar-to-Salesforce Accelerator makes it
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  • Banking, Blog Post, Financial Services, Multimedia, Technology & Trends

Agentforce in Action. Turning a Lost Debit Card into a Loyalty-Building Experience

Overview Salesforce Agentforce redefines customer support for the financial services industry, enabling banks to provide proactive tailored support that strengthens customer loyalty. Agentforce enables banks to meet ever-increasing customer expectations using data and AI within Salesforce. It eliminates
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  • Banking, Financial Services, Lending, Technology & Trends, Wealth & Asset Mgmt, Whitepaper

The New FSC Data Model: It’s Real & It’s AI-Ready

Assessing the Impact of the new Financial Service Cloud (FSC) Data Model In an era of costly deposits and interest margin compression, financial institutions (FIs) can still flourish by increasing efficiencies. The New FSC data model is a
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  • Blog Post, General, Technology & Trends

Fast, Cost-effective Salesforce Innovation with DaaS

What is DaaS? Delivery as a Service is a capacity-based model designed to support and advance your Salesforce roadmap. Our proven, cost-effective approach drives continuous innovation, enabling your business to grow faster with Salesforce. How DaaS can help
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  • Blog Post, Customer Success, Technology & Trends

Elevating Safety with NSC and Data Cloud

The Fortimize team was phenomenal to work with. They launched the solution in just four weeks, demonstrating true expertise with this new product.
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  • Banking, Blog Post, Financial Services

Credit Score and Balance Trend Quick Starts, Leveraging Salesforce Data Cloud

Boost Customer & Member Experience and Drive Wallet Share Growth Fortimize and Own have launched a strategic partnership leveraging Salesforce Data Cloud to enable Banks and Credit Unions to provide a more personalized experience for their customers and
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  • Press Release

Fortimize and Own Partner to Deliver Data Cloud Solutions for Financial Service Industry

FOR IMMEDIATE RELEASE New York, NY, August 14, 2024 – Fortimize, a leader in Salesforce solutions for financial services, and Own, the industry leader in data protection and activation solutions, have formed a strategic partnership designed to enhance
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  • Banking, Blog Post, CRM Implementation, Financial Services, Lending, Private Equity, Real Estate, Wealth & Asset Mgmt

Sprint Reviews: The Key to Successful Salesforce Implementations

Implementing Salesforce can set your organization up for success or create new challenges, such as poor user adoption, increased technical debt, and inefficient workflows. To proactively mitigate these challenges, you should work with an experienced consulting partner who
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  • Banking, Blog Post, Financial Services, Lending, Private Equity, Real Estate, Wealth & Asset Mgmt

Flexible and Affordable Salesforce Support for Financial Services

As your financial services organization grows, efficient Salesforce and Data & Analytics advisory solutions become crucial for success. Keeping up with rapid technological advancements can be challenging and requires strategic adjustments to stay competitive. While Salesforce offers the
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  • Banking, Blog Post, Financial Services, Real Estate, Technology & Trends

Integrating Salesforce Data Cloud and Snowflake

Salesforce Data Cloud has been generating significant buzz, particularly with the introduction of a free tier for customers using the Enterprise and Unlimited editions. As Data Cloud evolves, many organizations are asking: how does it compare to data
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Digital Transformation in the Financial Services Industry During COVID by Jim Collins

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