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
Top 10 Must-Attend Dreamforce Banking Sessions

Fortimize’s Banking and Lending Practice is gearing up for an action-packed Dreamforce! We’ve been building our agendas and below recommend a few top sessions you… Read more »

Fortimize and Riva Partner to Help Enhance the Customer Experience for Financial Services Institutions

The financial services industry hinges on the success of its greatest asset, client relationships. In a world where clients expect a more hands-on customer approach,… Read more »

How Mortgage Lenders Can Attract Borrowers

Mortgage lenders face the tremendous challenge of marketing to borrowers who may be hesitant to commit to such a large purchase. Mortgage applications are down… Read more »

What Mortgage Loan Officers Really Need From a CRM

What Does a CRM Actually Do For Loan Originators? The more you are engaged with your applicants and partners throughout the origination process, the stronger… Read more »