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
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
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 […]
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 […]
Managing Insurance Renewals on Salesforce with FiveM and Fortimize Accelerator
In the insurance industry, underwriters bear an important responsibility for appropriately managing the evolving risk within their renewal books, doing so accurately, efficiently and competitively. Leveraging FiveM and their experience in insurance, along with Fortimize and their technology expertise in Salesforce, we’ve developed solutions like our Insurance Renewal Accelerator, which is transforming the management of […]
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 […]
Fortimize Partners With TaskRay Open to Support Financial Services Organizations as They Return to Offices and Properties
Fortimize is excited to share that we’ve partnered with TaskRay to help our customers and community re-open facilities to their employees and customers safely. As State and Local leaders begin to relax restrictions put in place to limit the impact of COVID-19, corporate leaders are tasked with balancing the ability to do business effectively with […]
Timely Banking Solutions: CARES Act & SBA Lending
Timely Banking Solution. The CARES Act has allotted $350 billion to support approximately 30 million qualifying small businesses in the US to keep workers employed. The SBA Paycheck Protection Program provides eligible businesses with 100% federally guaranteed loans and opportunity for loan forgiveness. The SBA is funding the program however, banks are executing the loans. […]
