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 […]

ERP and Salesforce Integrations: MuleSoft Unifies Real Estate Data

The single biggest driver for delivering real estate technology projects on time and within budget hinges on one key element: seamless integration with enterprise resource planning (ERP) software. As real estate organizations aspire to deliver digital and user-centric experiences, scalable ERP and Salesforce integrations become an imperative, not a luxury. Why You Should Integrate Your […]

Customer 360 Marketing Audiences released for Marketing Cloud

Customer 360 Marketing Audiences (C360) is here. That sentence may not make a lot of sense if you haven’t been watching Salesforce Marketing Cloud release notes like a hawk. But the launch of C360 is a massive deal in the marketing automation world. What exactly is C360? C360 is a tool that allows a marketer […]

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 […]

IMPORTANT: Salesforce for Outlook to be retired

As we reported earlier, in December 2020, Salesforce for Outlook will be retired. To keep integrating Microsoft Outlook with Salesforce, check out the advancements made with our next-generation products, the Outlook Integration and Einstein Activity Capture. To start planning your move, see Move from Salesforce for Outlook to the Next-Generation Products. Stay tuned for a migration guide […]

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 […]

Top 10 Dreamforce Sessions for Real Estate Professionals

In a rapidly changing, competitive Real Estate and Property Management market, speed and organizational transparency are key differentiators.   The competitive advantage is raising money quicker, advancing through acquisition stages seamlessly, and having a clear insight into communication efforts without the need for internal emails or inefficient catch-up meetings. A huge tool to make that happen […]

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 […]

Thought Leadership Paper

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