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 […]
Introducing the Fortimize and Blend Salesforce Connector
We are thrilled to share more on our newest accelerator that integrates the Blend Consumer Banking Suite designed specifically for banking and credit union customers, with Salesforce.
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: […]
Fast, Cost-effective Salesforce Innovation with DaaS
What is DaaS? Delivery as a Service is a capacity-based model designed to support and advance your Salesforce roadmap. Our proven, cost-effective approach drives continuous innovation, enabling your business to grow faster with Salesforce. How DaaS can help you deliver results You lack industry expertise to execute your strategic directionDaaS provides skilled specialists to advise […]
Elevating Safety with NSC and Data Cloud
The Fortimize team was phenomenal to work with. They launched the solution in just four weeks, demonstrating true expertise with this new product.
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 […]
Salesforce Financial Services Cloud as a Hub for Integration
In 2005, I was working as an independent consultant when a client of mine asked me to perform an integration between HubSpot and Salesforce. I wasn’t really familiar with Salesforce prior to that point, but after that project, I was hooked. One of the things I love about my role at Fortimize is the ability […]
WFH Tips: Working from Home in Financial Services
You’ve just started working from home and this is all foreign and new to you. Fear not! I have worked onsite in offices with commutes and all for 6 years until I was hired here at Fortimize working remotely. If you work in Financial Services industries like banking, lending, real estate, private equity, etc., it’s […]
FinTech, Traditional Banking, and the Scramble to Innovate
The continuous evolution of FinTech and the push toward innovative technology solutions within the financial industry in the last decade-plus have opened new possibilities in the world of finance. FinTech has also left many traditional financial institutions lagging behind, wondering where to even begin the process of modernizing their systems. This can be even more […]
