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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.
  • Industry Highlights

On-Demand Webinar: Investing in Technology in Banking

It all starts with an idea. In banking, your big idea should focus on investing in technology for the long haul to transform your customer AND employee experience. When you start a new project with new technology, you
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  • Industry Highlights

Top 10 Dreamforce Sessions for Real Estate Professionals

In a rapidly changing, competitive Real Estate and Property Management market, speed and organizational transparency are key differentiators.   The competitive advantage is raising money quicker, advancing through acquisition stages seamlessly, and having a clear insight into communication efforts
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  • Industry Highlights

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 should have on your list. 1. How a Swiss bank Met Complex Regulations
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  • Industry Highlights

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, these relationships are what will make or break a firm. And it all
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  • Industry Highlights

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 23 percent over last year, even as rates remain low, and home ownership
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  • Industry Highlights

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 your pull-through! What if your Customer Relationship Management (CRM) platform could… Manage your
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  • Industry Highlights

Homebuyers and the Mortgage Industry: Bracing for the Changing Borrower Profile

Now that recovery from the 2008 financial crisis is well underway, property prices and mortgage rates are on the rise once again. According to the Federal Reserve, mortgage debt totaled more than $14.4 trillion by the first quarter
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  • Industry Highlights

How Data-driven Relationships Enhance the Customer Experience

More than half of business owners plan to “take action” in the near future so they can better understand their customers: what they want, how they think and how they can best be served. “Taking action” isn’t as
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  • Industry Highlights

Convert Tenant Leads to Leases in Hours, Not Days

Leasing Agents at Property Management companies share two common goals – to maintain a high occupancy rate, and to lease units as quickly as possible to minimize vacancy loss. The key difference today is how agents are accomplishing this
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  • General

Fortimize’s company culture

How Fortimize’s company culture positions clients for incredible results At Fortimize, we know that our clients have one major goal: to see results. We, too, have one major goal: to craft the tech solutions our clients need to
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