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 […]
Defining a Digital Roadmap: Crafting a Solution by Solving Problems and Eliminating Pain Points
Given the urgency for digital transformation, the financial services industry has catapulted into a frenzy of technology adoption to meet the immediate demand of customers. With a rapidly changing work environment, it makes sense to also look to the future. How can you leverage the transformation that happened and turn it into a digital evolution? […]
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 […]
How Data-driven Relationships Enhance the Customer Experience
More than half of business owners plan to “take action” in the near future so they can better understand their customers: what they want, how they think and how they can best be served. “Taking action” isn’t as easy as reading a study or sending out a survey, but it’s simpler than you may think. […]
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 […]
