Fortimize

Driving Digital Transformation in Financial Services

Fortimize helps financial services companies to improve the velocity and visibility of their business development process, as well as to optimize the quality of their middle and back-office operations.

We develop wall-to-wall solutions in Salesforce that provide a single source of truth for the entire enterprise. Our implementations enable teams to collaborate and to make mobile users exceptionally productive.

We help business leaders develop a vision for the enabling power of technology, not an end in itself, but as the means to drive meaningful, measurable business outcomes.

Industry Solutions:

  • Investor Relations
  • Acquisition/Disposition
  • Property Management
  • Commercial, Residential, Tenant, Leases, PE, VC
  • Financial Services
  • Banking, Lending, Financial Accounts, Transactions, Holdings, Portfolios, Funds, Distributions.

For more information visit www.fortimize.com

We are cloud solution architects who build technology-based solutions that help businesses grow quickly and efficiently. We design cutting-edge mobile apps that set you apart, transform the way you engage with your audience, and take the power of Salesforce to a whole new level.

Our industry and technology experts will bring you best-practice driven solutions whether you’re looking for a quick fix to a broken system or a top-to-bottom remodel.

  • Certified Professionals

    61
  • Salesforce Certifications

    321
  • Appexchange Reviews

    67
  • Appexchange Rating

    4.9/5
  • YEAR OF FOUNDING

    n/a
  • Email

    info@fortimize.com
  • Phone

    800-467-5363
  • Visit Website

  • Fortimize
  • Fortimize

# Focus

# Service lines

25%
25%
25%
25%

# Salesforce Expertise

25%
25%
25%
25%

# Certifications (321)

Salesforce Certified Administrator

49 x Salesforce Certified Administrator

App Builder

40 x App Builder

Sales Cloud Consultant

26 x Sales Cloud Consultant

Platform Developer I

21 x Platform Developer I

Service Cloud Consultant

19 x Service Cloud Consultant

Salesforce Certified Business Analyst

18 x Salesforce Certified Business Analyst

Salesforce Certified Associate

13 x Salesforce Certified Associate

Advanced Administrator

13 x Advanced Administrator

Certified AI Associate

12 x Certified AI Associate

Experience Cloud Consultant

10 x Experience Cloud Consultant

Data Cloud Consultant

10 x Data Cloud Consultant

Sharing & Visibility Architect

10 x Sharing & Visibility Architect

Financial Services Cloud Accredited Professional

9 x Financial Services Cloud Accredited Professional

Platform Developer II

9 x Platform Developer II

Data Architecture & Management Designer

9 x Data Architecture & Management Designer

Application Architect

7 x Application Architect

Tableau CRM & Einstein Discovery Consultant

5 x Tableau CRM & Einstein Discovery Consultant

Salesforce Certified Marketing Cloud Email Specialist

4 x Salesforce Certified Marketing Cloud Email Specialist

JavaScript Developer I

3 x JavaScript Developer I

Integration Architect

3 x Integration Architect

Development Lifecycle & Deployment Architect

3 x Development Lifecycle & Deployment Architect

OmniStudio Developer

2 x OmniStudio Developer

User Experience Designer

2 x User Experience Designer

OmniStudio Consultant

2 x OmniStudio Consultant

Field Service Consultant

2 x Field Service Consultant

System Architect

2 x System Architect

Identity & Access Management Architect

2 x Identity & Access Management Architect

Process Automation Accredited Professional

1 x Process Automation Accredited Professional

Einstein Next Best Action Accredited Professional

1 x Einstein Next Best Action Accredited Professional

Contact Center Accredited Professional

1 x Contact Center Accredited Professional

Pardot Specialist

1 x Pardot Specialist

Industries CPQ Developer

1 x Industries CPQ Developer

Certified MuleSoft Developer I

1 x Certified MuleSoft Developer I

Salesforce Certified Strategy Designer

1 x Salesforce Certified Strategy Designer

Slack Certified Consultant Exam

1 x Slack Certified Consultant Exam

Pardot Consultant

1 x Pardot Consultant

Heroku Architect Designer

1 x Heroku Architect Designer

Certified MuleSoft Integration Architect I

1 x Certified MuleSoft Integration Architect I

B2C Solution Architect

1 x B2C Solution Architect

B2B Solution Architect

1 x B2B Solution Architect

Salesforce Certified Marketing Cloud Administrator

1 x Salesforce Certified Marketing Cloud Administrator

CPQ Specialist

1 x CPQ Specialist

Associate Administrator

1 x Associate Administrator

# Portfolio

Key clients: Beacon Trust, UMB Fund services, LSCU, American Campus communities

# Geographic Focus

Languages: English

International: United States, Canada

United States: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington

Canada: British Columbia, Newfoundland, Ontario

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