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 […]
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, I was hooked. One of the things I love about my role at Fortimize is the ability […]
What’s New for Financial Services in Spring ‘20
Prepare your Financial Services firm for the next Salesforce release, Spring ‘20!
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 to Get to the CloudTuesday, November 19, 1:00 PM – 1:40 PM, Moscone West, Room 2024 Banks […]
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 of Salesforce Financial Services Cloud with services experts who are well-versed in complex business processes and specialize […]
