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Fortimize’s Deal Management Accelerator - Built for Deal Makers Managing Pipeline & Data through Salesforce

April 12, 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

How Banks & Credit Unions can Improve Employee Engagement with Salesforce Financial Services Cloud

Banks and credit unions around the country are facing technological challenges as they explore opportunities to increase effectiveness and streamline processes within their bank operations teams. Many regional banks have significant technical debt and siloed systems of record
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  • Real Estate

Mulesoft for Real Estate: The ERP Data Integration Advantage, Part 1

INTEGRATING SALESFORCE WITH REAL ESTATE ERPS The single biggest driver of delivering our projects on-time and on-budget comes down to one thing: integration to the accounting system. As real estate firms aspire for a digital, user-centric experience, deeper
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  • Press Release

Cherre and Fortimize Announce Strategic Alliance

New York, NY, August 11, 2022 – Cherre, the industry’s leading real estate data management and analytics platform, and Fortimize, a Salesforce partner since 2012, have entered into a strategic alliance to help real estate firms make faster
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  • Banking, Blog Post

Data-First Banks: Creating Business Intelligence Throughout the Customer Journey

As we’ve explored in previous blogs, more regional and community banks are aspiring to become “Data First”—a modern bank that manages customer data as a business asset, rather than as a business byproduct. Once a bank has laid
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  • Fortimize News

Fortimize and Lucro Partner to Deliver End-to-End Digital Consulting for Banks & Credit Unions

New York, NY, June 1, 2022 – Fortimize, a Salesforce partner since 2012, and Lucro, a boutique nCino consulting firm, have entered into an exclusive strategic alliance to help Banks & Credit Unions accelerate their ability to meet
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  • Blog Post, Technology & Trends

First Steps on Becoming a Data Driven Real Estate Organization

Data Driven companies are companies that proactively use data to make informed business decisions. As the PropTech industry booms, real estate companies have access to a wealth of data related to their properties from building systems, smart devices,
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  • Blog Post, Fortimize News

Fortimize Positions for Accelerated Growth

In May 2022, Fortimize will celebrate our 10th anniversary. It’s a huge milestone from what started as an idea borne out of the financial services industry: that technology could unlock more powerful relationships between bankers, wealth and asset
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  • Blog Post, Technology & Trends

Becoming An Agile Bank

Becoming an agile bank isn’t just about a change in your project methodology, but in your business mindset. The ability to quickly pivot to address changing markets and business environments, as shown during the pandemic, are key to
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  • Blog Post, Technology & Trends

Milestones to Meet on Your Data-First Journey

In the first installment of our Data-First blog series, we made the case for Data-First banks or credit unions, and why becoming one will be key to thriving in a digital economy. “Data-First” refers to banks that proactively
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  • Blog Post, Technology & Trends

Refining the Role of Data: Why Customer Data is the “Raw Material” of Digital Banking

On the most basic level, banking has always been about meeting human needs. Revenue is what makes it a commercial enterprise, but people are the reason banks exist—which is why banks’ entire business mission is built around acquiring,
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