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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, Blog Post, Financial Services, Fortimize Focus

Advancing Digital Transformation Despite Pandemic Challenges

Canandaigua National Bank & Trust is a $3.2B community bank in upstate New York. Annette Joyce, EVP of Technology & Project Management joined us in November for Fortimize Focus: Platform and Technology Solutions Driving Digital Transformation, where she
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  • Banking, Blog Post, Financial Services, Fortimize Focus, Webinar

Customers Bank Finds a Shift in Perspective

Customer’s Bank is a super-community bank with $18.8 billion in assets, offering commercial, consumer, and digital banking services across the country. Their CIO, Alex Balagour, joined us on a recent Fortimize Focus panel discussion to share insights gathered
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  • Industry Highlights, Real Estate, Webinar

Salesforce & the Real Estate ERP Relationship Webinar Recap

Integrating Salesforce with Real Estate ERPs This month we brought panelists together for our first Real Estate Fortimize Focus Webinar. Joining our VP of Industries, Dan Vonsover, were: Tom Parisi, Sr. Enterprise Consultant at nCino and former CTO of
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  • Banking, Blog Post, Technology & Trends

Customer 360 Marketing Audiences released for Marketing Cloud

Customer 360 Marketing Audiences (C360) is here. That sentence may not make a lot of sense if you haven’t been watching Salesforce Marketing Cloud release notes like a hawk. But the launch of C360 is a massive deal
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  • Fortimize Focus, Technology & Trends, Webinar

Fortimize Focus: Platform & Technology Solutions Driving Digital Transformation Recap

At the beginning of the year, some banks were about to begin large-scale digital initiatives. Still others were in the process of major transformations or starting to roadmap their evolution. Then COVID hit, and everything changed. As the
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  • Fortimize Focus

Accelerate Your Bank’s Digital Transformation Journey with Fortimize Focus

Fortimize Focus is a webinar series bringing together banking industry CXOs and Senior Leaders to learn and solve the challenges of creating the digital bank of the future. Previous webinars:  Accelerating Digital Engagement | October 7 Platform &
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  • Fortimize Focus, Webinar

Fortimize Focus: Accelerating Digital Engagement Recap

On October 7th our Fortimize Focus webinar series came to life with our first session, Accelerating Digital Engagement. Jim Collins, Fortimize’s new Senior Advisory Board member and banking industry expert, hosted a panel of senior executives from community
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  • Fortimize Focus

New Fortimize Advisor Expands Banking Practice & Launches Speaker Series

Fortimize is excited to grow our presence and commitment to banking customers and partners with the latest addition to our Banking team.  Jim Collins will bring his wealth of business experience and more than twenty-six years of banking
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  • Technology & Trends

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 our next-generation products, the Outlook Integration and Einstein Activity Capture. To start planning
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  • Industry Highlights, Webinar

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 your organization’s loan origination process both now, during a time of crisis, and
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Digital Transformation in the Financial Services Industry During COVID by Jim Collins

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