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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 148
  • 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 60
  • Year this company was founded Founded 2012
Fortimize
Learn more about Fortimize's employee ownership program and the benefits it brings to our people and
1 of 1 : Learn more about Fortimize's employee ownership program and the benefits it brings to our people and
Creating People-First Business Solutions with Salesforce

We’re a team-owned consulting firm dedicated to delivering Salesforce and Data & Analytics solutions tailored for the Financial Services industry.

Highlights

  • Team Ownership: Our purpose is to serve our people and customers, not outside investors.
  • Industry Focused: We've completed over 1,000 projects for financial services and real estate organizations, leveraging Salesforce, data analytics, and integrated industry applications.
  • Flexible Resource Models: We offer services tailored to your needs, providing implementations (with a fixed scope and agile project methodology) and enhanced managed services (continuous solution optimization where sprints align with your business needs).


Description

Salesforce isn’t just a part of what we do; it’s the cornerstone of our expertise. Since 2012, we’ve successfully advised, implemented, and managed more than 1,000 projects for financial services and real estate customers across North America. With a deep-rooted commitment to the platform, we’ve cultivated a team of seasoned consultants who understand how to turn Salesforce products into people-first business solutions.

Products We Know
Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud, MuleSoft, Marketing Cloud, Data Cloud, Customer 360 Platform, Tableau, CRM Analytics, and Shield

Solutions You Need
* Banking: Retail Banking, Customer/Member 360, Core Integration, Customer Service, Application Management, and Householding
* Real Estate: Investor Relations, Property Management, Asset Management, Marketing, Transactions, and Leasing
* Private Equity: Fundraising, Asset & Portfolio Management, and Transactions
* Wealth & Asset Management: Relationship Management, Client Retention, Client Onboarding, and Activity Management

Geographic Focus

International Brazil Costa Rica United Kingdom

Languages

English

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