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Fortimize

We help financial services firms get Salesforce their people actually use.

Overview

We make Salesforce work for the people who use it. If adoption stalled or a past partner fell short, Delivery as a Service fixes it: one team, a set monthly cost, no change orders, and 97.8% of projects delivered on time and on budget.

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See How Fortimize Works

  • One accountable team, start to finish: You work with long-tenured consultants based in the U.S., Canada, and Costa Rica who own the outcome, with no offshore handoffs between teams.

  • Delivery that flexes with your priorities: Delivery as a Service adapts as your business changes, with transparent progress, a predictable monthly cost, and no rigid scopes or time-and-materials billing.

  • Adoption that lasts past launch: Your teams actually use what we build, because we design around their real workflows and how they work day to day.

Fortimize is a team-owned Salesforce consultancy for financial services and real estate, built to make Salesforce stick with the people who use it, without rigid scopes or time-and-materials billing. Since 2012, we’ve delivered 1,000+ initiatives in regulated industries, with a 97.8% on-time, on-budget rate, a 4.9/5 AppExchange rating, and an average 3.5-year client partnership. Our work continues past go-live. Delivery as a Service adapts as priorities shift, teams grow, and data matures, with long-tenured consultants accountable past launch, so you keep continuity across people, systems, and decisions. Nine in ten clients stay with the model, and a third came to us after a time-and-materials project fell short. We serve banking, real estate, and commercial clients, with deep experience in insurance, private equity, and wealth management. Expertise: Customer 360, Financial Services Cloud, Sales Cloud, Service Cloud (+ Voice), Experience Cloud, Data 360 / Data Cloud, MuleSoft, Tableau & CRM Analytics, Shield.

Categories

Industry Competencies
Engineering, Construction and Real Estate
Financial Services
Product Competencies
Agentforce Marketing
Agentforce Sales
Agentforce Service
Analytics
Platform
Small Business
Geographic Focus
Shows the regions where the provider operates or has done business
United States
Canada
Costa Rica
Supported Languages
English
Spanish