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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

Achieve Your Goals Faster with Agile

Many people within the software industry are familiar with using the agile structure in development because it helps teams create new software products and processes quickly and efficiently. However, the idea behind agile did not start with software.
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  • Industry Highlights

Fortimize Now A Salesforce Financial Services Cloud Launch Partner

Fortimize Extends Reach of Salesforce Financial Services Cloud With Access To Business Process and Technology Experts Who Optimize Growth For Financial Services Organizations SAN FRANCISCO – Mar. 9, 2016 – Fortimize today announced it is extending the reach
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  • Customer Spotlight

Case Study: Holualoa Companies

Industry: Real Estate Investment Trusts “The Fortimize team was able to understand the complex business processes of our real estate investment firm… Now we can track deal information in acquisition, asset management and investment pipelines, as well as investor
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  • Customer Spotlight

Fortimize Partners With Successful Mortgage Originator

The Fortimize team is excited to work with our newest client to evaluate a Salesforce implementation to further their success. Bank of Manhattan is a business bank that specializes in small and medium size wholesale business and entrepreneurs
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  • Industry Highlights

Collaboration Wins!

Compete or cooperate? We are made to work in community and we thrive in a collaborative environment. When we value our different and complementary abilities, we can accomplish amazing things–together! The evidence is in–check out this compelling TED
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  • Industry Highlights

Are Money-Losing Product Or Service Lines Costing Your Business?

I learned a unique term today that you’ll soon know too. Plonkers. Plonkers are slow sellers with low gross margins. Too often, businesses keep these around as a part of a strategy, but at great cost. I loved
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  • Industry Highlights

Is The Commercial Real Estate Industry Afraid Of Technology?

Did you know that one-third of the world’s commercial real estate industry is using outdated technology? It’s crazy to think that in our technology-rich society, some of the smartest and well connected people in the world are resorting
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  • Industry Highlights

4 Daily Habits for Successful Leadership

Leadership starts with habits, but habits don’t just happen. They need to be cultivated and put into practice. Recently, I read a list from Square that includes habits that successful entrepreneurs should have. It got me to thinking–what
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  • Industry Highlights

Is It Possible To Change Our Behavior?

If you’re a boss, parent, spouse, or friend, you probably already know that your initial response to others isn’t always well thought out. Oftentimes, it comes from a place of wanting to get things done quickly, have control,
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  • Industry Highlights

When Impossible Bucket Lists Become Real

Toward the end of every calendar year, the media comes out with a variety of “Best of” and “Top 10” lists that bring favorite moments, people, and themes from that particular year together. Perhaps this was where bucket
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