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 […]

Thought Leadership Paper

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