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Fortimize
One connected customer view, adopted and delivered on time.
- Industry Competencies
- Engineering, Construction and Real EstateFinancial Services
- Product Competencies
- Agentforce MarketingAgentforce SalesAgentforce ServiceAnalyticsPlatform
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 41
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 217
We don't just configure Salesforce; we make it work for the people who use it. Adoption stalled? System unused? Prior partner fell short? Delivery as a Service is how we fix it. Team-owned. 97.8% on-time, on-budget. Known for excellence. It's better here.
Description
Fortimize is a team-owned Salesforce consultancy for financial services and real estate, built to make Customer 360 stick without rigid scopes or time-and-materials billing. Since 2012, we've delivered 1,000+ initiatives across regulated, complex environments, with a 97.8% on-time, on-budget rate, a 4.9/5 AppExchange rating, and an average 3.5-year client partnership. We don't treat go-live as the finish line. 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 traditional time-and-materials project fell short. Supporting banking, real estate, and commercial, 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.
Highlights
One accountable team, start to finish — You work with long-tenured, North America–based consultants who own the outcome across the U.S., Canada, and Costa Rica, with no offshore handoffs and no finger-pointing.
Delivery that flexes with your priorities — You get agile, transparent implementation and ongoing delivery that adapts as your business changes, with no rigid scopes and no time-and-materials billing (that's Delivery-as-a-Service).
Adoption that sticks, not just a launch — Your teams actually use what we build, because we design around real workflows and how people work day to day, not just objects, features, and org charts.
Fortimize's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Fortimize builds Customer 360 on Salesforce for financial services and real estate: banks, credit unions, wealth and asset managers, and commercial businesses. We're team-owned and focused only on this industry, with a 98% on-time, on-budget record across 1,000+ initiatives since 2012. What we do: One view of the customer across Sales Cloud, Service Cloud, Financial Services Cloud, and Data Cloud, whatever your product mix. We run the full lifecycle: org assessments, advisory, implementation, integrations, Data 360, AI and automation with Agentforce, and managed services. How we deliver: Every engagement runs on Delivery as a Service: fixed delivery, no change orders, no scope creep, and consultants who stay accountable past launch. That's how we hold a 98% on-time, on-budget record. What we believe: Team-owned means we answer to our people and our customers, not outside investors. We go deep in one industry instead of wide across many, so you get a partner who speaks your business, not just Salesforce. Fortify what you have. Optimize what you need. Grow how you want.
Geographic Focus
United States • Canada • Costa Rica
Languages
English • Spanish