Digital Banking Accelerators
Competition is fierce for today’s mobile customer.
Thats why at Fortimize, we pre-built a digital banking accelerator powered by Salesforce to help you begin your transformation quicklyThe Digital Banking Accelerator from Fortimize is a best practice use case for banks that uses a pre-configured implementation. With over 100 hours of preconfigured components, our accelerator helps you decrease implementation time while ensuring the use of best practices.
Branch Management and Attribution
This makes managing branches and realizing valuable reporting metrics easy. Enables branch staff to log into the branch that they are working in, all activities and opportunities are attributed to both the branch and the employee that created them.
Quickly see what products your clients do and do not have. With the Fortimize Whitespace Indicator, you can visually represent the relationship your customer has with the bank and allows branch staff to easily identify and create opportunities to expand wallet share.
Online appointment scheduling allows you to provide better customer experience and ease of connection. Customers can easily schedule appointments with the right team member in the right location when they want.
Banking Chat Bots
Pre-programmed chatbots are available for balance inquiry, lost/stolen cards, address changes, and reporting travel activity. Bots help deflect calls and service cases from service teams.
Regulation B Tracker
Access a comprehensive Regulation B report, view applications with a few days remaining, and easily track the status of each individual application.
Learn more about Fortimize Digital Banking Accelerators
How to Optimize Digital Transformation Plans
Digital Transformation in the Financial Services Industry During COVID by Jim Collins
The Unexpected Journey with Ofer Yardeni, Chairman/CEO of Stonehenge NYC