Fortimize - Fortimize - AppExchange
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Fortimize
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 158
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 48
  • Year this company was founded Founded 2012
Fortimize
Employee Ownership
Insurance Underwriting Desktop
Recover Abandoned Loan Applications with the Blend Salesforce Connector
What Makes Consumption Predictable
Commercial Leasing Accelerator for Real Estate
Howard Hughes & Fortimize
Credit Union of Texas & Fortimize
Root Capital & Fortimize
Ponce Bank & Fortimize
98% on-time, on-budget delivery rate for ongoing trust

Fortimize is a team-owned, North America–based Salesforce consultancy with a delivery model designed to enhance adoption, activate underutilized systems, and help complex organizations move forward with confidence.

Highlights

  • Team-Owned, North America–Based Delivery — Team-owned and North America–based, our long-tenured consultants deliver stable, accountable execution across the U.S., Canada, and Costa Rica—without offshore handoffs.
  • Delivery as a Service (DaaS) — Our Delivery-as-a-Service model provides agile, flexible, and transparent implementation and ongoing delivery that adapts as business priorities change—without rigid scopes or time-and-materials billing.
  • Adoption-Driven Solutions — We design and deliver Salesforce solutions around real workflows and adoption outcomes, focusing on how teams work in practice—not just objects, features, or business units.


Description

Fortimize is a team-owned, North America–based consultancy that helps complex organizations achieve lasting Salesforce adoption, data trust, and continuity—without rigid scopes or time-and-materials delivery models.####With a 98% delivery success rate and an average 3.5-year client partnership, Fortimize is trusted by financial and commercial organizations that need its platform to evolve with their business. ####We don’t treat implementation as a one-time event. Our delivery model adapts as priorities shift, teams grow, and data requirements mature—without fixed scopes or change-order cycles.####Since 2012, Fortimize has delivered 1,000+ Salesforce initiatives across regulated and operationally complex environments, supported by long-tenured consultants accountable beyond launch—ensuring continuity across people, systems, and decisions.####Supporting solutions across banking, real estate, and commercial industries, with experience in insurance, private equity, and wealth management.####Products include:####• Financial Services Cloud##• Sales Cloud##• Service Cloud (+ Voice)##• Experience Cloud##• MuleSoft##• Data 360 / Cloud##• Tableau & CRM Analytics##• Customer 360##• Shield

Geographic Focus

International Brazil Costa Rica United Kingdom

Languages

English, Spanish

About Fortimize Fortimize is a multinational, team-owned consulting company dedicated to transforming the financial services and real estate industries through Salesforce and Data & Analytics solutions.####Since 2012, we’ve successfully advised, implemented, and managed more than 1,000 projects for customers across North America, serving as a catalyst for strategic business growth. Every solution we build empowers organizations like yours to focus on your customers and enhance their experience with your brand.

Headquarters
Jackson, WY USA