Fortimize - Fortimize - AppExchange
Skip to NavigationSkip to Main Content


  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 138
  • 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 67
  • Year this company was founded Founded 2012
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.


  • 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).


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



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.

Jackson, WY USA