Boost Wallet Share with the Data You Already Have

Credit Score and Balance Trend Quickstart for Salesforce

Banks and credit unions are under constant pressure to grow, without adding complexity. However, most institutions already have the data they need to do more. The problem? It’s sitting in backups, disconnected from day-to-day decisions.

Fortimize’s Credit Score and Balance Trend Quickstart, powered by Salesforce Data Cloud and Backup and Recover (formerly Own), helps banks and credit unions unlock that data and turn it into action, surfacing real-time insights to boost satisfaction, personalization, and wallet share.

How to Track Credit & Balance Trends in Salesforce

See how quickly this solution comes to life inside Salesforce — and how your team can use it to drive meaningful growth.

Reshaping how Banks & Credit Unions are using Data

Most banks and credit unions already have the data they need — it’s just not unified, accessible, or actionable. That’s where Fortimize comes in. Our Credit Score and Balance Trend Quickstart helps you unlock your legacy data, bring it into Salesforce, and start seeing real trends — without waiting for a major overhaul.

Paired with Salesforce Data Cloud, Discover, and Backup and Recover (formerly Own), this solution helps your team:

See what’s changing — now, not later: Credit and balance trends update in real time, not after month-end.
Act on what matters: Discover surfaces next-best-actions based on financial behavior, not just past activity.
Protect and future-proof your platform: Backup and Recover ensures your data is safe, restorable, and ready to fuel analytics and AI.

Whether you’re filling gaps in your current stack or building toward a smarter data strategy, we’ll help you start fast — and grow smarter.

"Use Data Cloud to bring credit scores and account balances into one place — and Discover to flag the customers most likely to act."

Patrick Flanagan

Account Executive

Your Foundation for AI-Driven Banking

Building a modern banking experience isn’t about adding more tools — it’s about making smarter use of the data you already have. By surfacing real-time credit and balance trends in Salesforce, this Quickstart sets the stage for AI-powered engagement, predictive decision-making, and smarter growth strategies.

With Data Cloud organizing your data, Discover surfacing what’s next, and Backup and Recover keeping it protected, you’re not just catching up — you’re getting ahead.