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April 12, 2024

From the front-line to you

A Fortimize blog on industry tidbits, business challenges and technology innovations for your financial service firm.

Fortimize Partners With TaskRay Open to Support Financial Services Organizations as They Return to Offices and Properties

Fortimize is excited to share that we’ve partnered with TaskRay to help our customers and community re-open facilities to their employees and customers safely.   As State and Local leaders begin to relax restrictions put in place to limit

Achieve a Centralized Banking Experience: Develop a Mulesoft API-led Data Integration Strategy

With the rise of digital transformation, it’s critical to enable your technology platforms to scale uniformly across the various divisions of your bank to allow you to see the full relationship between your customer and their finances.  Traditional

Larsen Chung Joins Fortimize as Senior Practice Director, Industries

Fortimize is excited to reinforce our commitment to customers and partners with the growth of our dedicated Industries team.  Larsen Chung will serve as Senior Practice Director, Industries to expand and extend Fortimize’s reach in an industry that

Defining a Digital Roadmap: Crafting a Solution by Solving Problems and Eliminating Pain Points

Given the urgency for digital transformation, the financial services industry has catapulted into a frenzy of technology adoption to meet the immediate demand of customers. With a rapidly changing work environment, it makes sense to also look to

Now is the Time to Lay a Digital Foundation for the Future

The current COVID-19 pandemic is changing many aspects of the way our society operates. The current climate has made it clear that efficient, responsive service backed by quickly scalable processes and systems is more critical than ever before. 

Virtual Banking: Engage Customers Where They Are

The past decade has seen a major shift in the digital makeup of banks both big and small. It’s no surprise that today’s current environment will dramatically change how banks go to market with consumers in a digital

Timely Banking Solutions: CARES Act & SBA Lending

Timely Banking Solution. The CARES Act has allotted $350 billion to support approximately 30 million qualifying small businesses in the US to keep workers employed. The SBA Paycheck Protection Program provides eligible businesses with 100% federally guaranteed loans

On-Demand Webinar: Transforming Front Line Service Through Data-Driven Insights

Hear from Fortimize and Salesforce in this on-webinar focused on banking technology. You’ll walk away understanding: The impact of customer data being available on the platform and how it impacts the success of a CRM implementation. The necessity of secure data

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 wasn’t really familiar with Salesforce prior to that point, but after that project,

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 and all for 6 years until I was hired here at Fortimize working

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Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins