Track Investment Intent in Salesforce and Turn Interest into Advisor Action

Investment advisors in wealth managers in a meeting.

New Component Tracks Product Interest Understanding what clients care about isn’t optional—it’s essential. As clients’ financial needs evolve, staying in sync with their shifting interests helps advisors deliver relevant advice, build long-term trust, and drive growth. But tracking this kind of data can be messy. Preferences, investment vehicles, and client goals often get buried in […]

Agentforce in Action: How Wealth and Asset Teams Use AI to Support Client Independence

Customer casually logging into their wealth and asset management portal at home.

How Advisors Are Using AI In the world of wealth and asset management, client service isn’t just about resolution—it’s about relationship. When clients reach out, it’s often tied to sensitive financial information, portfolio access, or long-term planning. That means every interaction is an opportunity to build—or lose—trust. Agentforce, powered by Salesforce Financial Services Cloud, enables […]

Digital Account Opening (DAO): Build vs. Buy

Executive Summary To compete for wallet share, financial institutions (FIs) must offer exceptional online capabilities for their customers/members. A frictionless, easy-to-use DAO process is an essential part of the customer experience (CX), and critical to customer acquisition. For this reason, determining whether to build in-house—or instead, to purchase a pre-built platform from a vendor—is a […]

Symitar-to-Salesforce Accelerator Enables Credit Unions to Deliver Exceptional Member Experiences in Weeks

The Symitar-to-Salesforce Accelerator by Fortimize consolidates financial and engagement data into a single view within Salesforce. It provides credit unions with actionable insights to foster stronger member relationships and to deliver exceptional service. The Symitar-to-Salesforce Accelerator makes it possible to deliver this capability within a single calendar quarter! Business Benefits 360 Member Insights: Gain a […]

Agentforce in Action. Turning a Lost Debit Card into a Loyalty-Building Experience

Overview Salesforce Agentforce redefines customer support for the financial services industry, enabling banks to provide proactive tailored support that strengthens customer loyalty. Agentforce enables banks to meet ever-increasing customer expectations using data and AI within Salesforce. It eliminates the limitations of legacy systems and fragmented channels to deliver immediate results for customers. Build Customer Trust: […]

Credit Score and Balance Trend Quick Starts, Leveraging Salesforce Data Cloud

Boost Customer & Member Experience and Drive Wallet Share Growth Fortimize and Own have launched a strategic partnership leveraging Salesforce Data Cloud to enable Banks and Credit Unions to provide a more personalized experience for their customers and members while growing top line revenue. Credit Unions and Banks struggle to unify data about their customers […]

Sprint Reviews: The Key to Successful Salesforce Implementations

team collaborating during a sprint review cycle

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 […]

Flexible and Affordable Salesforce Support for Financial Services

Salesforce support admin troubleshooting issue on computer

As your financial services organization grows, efficient Salesforce and Data & Analytics advisory solutions become crucial for success. Keeping up with rapid technological advancements can be challenging and requires strategic adjustments to stay competitive. While Salesforce offers the flexibility to adapt and customize your operations to meet evolving demands, having skilled consultants to support the […]

Thought Leadership Paper

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