Quick Starts for Credit Score and Balance Trend Intelligence With Own & Data 360
An Easy Path to Personalized Banking In today’s banking tech landscape, it’s easy to over-engineer the path to personalization or risk control. But for institutions using Salesforce and its ecosystem, the pieces are already there — the challenge is connecting them in a way that delivers results fast. A quick way to unlock real-time intelligence […]
Sprint Reviews: The Key to Successful Salesforce Implementations
Implementing Salesforce can set your organization up for success or create new challenges, such as poor user adoption, increased technical debt, and inefficient workflows. To proactively mitigate these challenges, you should work with an experienced consulting partner who can deliver agile sprint reviews as part of their development methodology. Sprint reviews, held at the end […]
Integrating Salesforce Data Cloud and Snowflake
Salesforce Data Cloud has been generating significant buzz, particularly with the introduction of a free tier for customers using the Enterprise and Unlimited editions. As Data Cloud evolves, many organizations are asking: how does it compare to data warehouse solutions like Snowflake, and why should we consider integrating Salesforce Data Cloud with Snowflake? Let’s explore […]
MuleSoft’s API-led Connectivity Architecture Enables Robust Integrations
For companies exploring MuleSoft as an enterprise integration platform, you may have encountered the term API-led Connectivity. Within the MuleSoft ecosystem, an API-led approach is recognized as a robust, scalable best practice for building large-scale enterprise integrations. This approach serves as an alternative to the fragile point-to-point connections between systems that are prone to breaking […]
Salesforce Transaction Dispute Management: How Banks and Credit Unions Can Streamline Processes
Financial transaction disputes are headaches for both the institution’s employees and their customers. On average, a single dispute can set a financial institution back by $10 to $70 in operating expenses. More impactful, perhaps, is the decrease in brand sentiment and trust if not settled quickly. One way banks and credit unions can address the […]
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 and regional banks to share exactly how their organizations were able to navigate this year’s challenges. We […]
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 the future. How can you leverage the transformation that happened and turn it into a digital evolution? […]
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. Consider some of the effects the current public health crisis is having on banks and non-bank lending […]
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 world. Banks that will thrive in this environment are adopting business strategies that meet the demands of […]
