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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 124
  • 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 81
  • Year this company was founded Founded 2012
Fortimize
Fortimize helps humanize financial services relationships.
Experience the Fortimize difference.
Explore who we are.
We are industry and Salesforce experts.
We've helped hundreds of Banking and Lending businesses.
We've helped hundreds of Real Estate businesses.
We've helped hundreds of Wealth and Asset Management businesses.
We've helped hundreds of Private Equity businesses.
Our packaged Salesforce Accelerators save you time.
Explore our engagement models.
Learn about our Advisory Services solution.
Learn about our Implementation solution.
Learn about our Managed Services solution.
We want to learn more about you.
Humanizing Financial Services Relationships

As a preferred Salesforce consulting partner, we've helped hundreds of Financial Services companies unlock the full potential of Salesforce to reach their business goals through advisory services, software implementations and ongoing managed services.

Highlights

  • Partner with a Financial Services consultant who understands your business inside and out. Our experience includes commercial and retail banking, capital markets, real estate, property management, investor relations, and wealth and asset management.
  • Realize value quickly with preconfigured industry accelerators and agile implementations. We innovate intelligently with actionable data and insights from connected marketing and data analysis platforms.
  • Drive adoption and rewarding business outcomes with proven change management strategies focused on executive alignment, user adoption and experience and technical governance.


Description

In 2012, John Hamon launched Fortimize with a singular focus on financial services. Today, we are a team of former bankers, mortgage lenders, and asset managers seeking to humanize the future of financial services. We are expert consultants who speak the language of our clients, demonstrate fluency in financial services and partner to realize their digital mandate.####For the last decade, we have strengthened our Salesforce partnership and experience developing on the platform by completing over 1,100 client projects. Our solutions are customized to solve business problems and align to industry standards and best practices.####Salesforce Expertise: ##* Financial Services Cloud##* Sales Cloud##* Service Cloud##* Marketing Cloud##* Experience Cloud##* Tableau##* MuleSoft##* Datorama##* Pardot##* Field Service Lightning##* Einstein Analytics##* Interaction Studio##* Social Studio

Geographic Focus

International Brazil Costa Rica United Kingdom

Languages

English

About Fortimize Fortimize is focused on fortifying and optimizing our clients' business processes to increase top-line growth, efficiency, and profit. ####We have completed over 700 engagements and are committed to being at the forefront of developing specialized capabilities for your success. Our team has created apps and custom integrations with financial services platforms that help your business keep pace as technology advances.

Headquarters
Jackson, WY USA