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. […]