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

    56
  • Salesforce Certifications

    342
  • Appexchange Reviews

    73
  • 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 (342)

Salesforce Certified Platform Administrator

45 x Salesforce Certified Platform Administrator

Salesforce Certified Platform App Builder

35 x Salesforce Certified Platform App Builder

Salesforce Certified Sales Cloud Consultant

26 x Salesforce Certified Sales Cloud Consultant

Salesforce Certified AI Associate

25 x Salesforce Certified AI Associate

Salesforce Certified Service Cloud Consultant

18 x Salesforce Certified Service Cloud Consultant

Salesforce Certified Business Analyst

18 x Salesforce Certified Business Analyst

Salesforce Certified Platform Developer

17 x Salesforce Certified Platform Developer

Financial Services Cloud Accredited Professional

14 x Financial Services Cloud Accredited Professional

Salesforce Certified Agentforce Specialist

14 x Salesforce Certified Agentforce Specialist

Salesforce Certified Platform Foundations

13 x Salesforce Certified Platform Foundations

Salesforce Certified Platform Administrator II

13 x Salesforce Certified Platform Administrator II

Salesforce Certified Experience Cloud Consultant

12 x Salesforce Certified Experience Cloud Consultant

Salesforce Certified Data Cloud Consultant

10 x Salesforce Certified Data Cloud Consultant

Salesforce Certified Platform Sharing and Visibility Architect

10 x Salesforce Certified Platform Sharing and Visibility Architect

Salesforce Certified Platform Developer II

9 x Salesforce Certified Platform Developer II

Salesforce Certified Platform Data Architect

9 x Salesforce Certified Platform Data Architect

Salesforce Certified Application Architect

6 x Salesforce Certified Application Architect

Salesforce Certified JavaScript Developer

4 x Salesforce Certified JavaScript Developer

Salesforce Certified CRM Analytics and Einstein Discovery Consultant

4 x Salesforce Certified CRM Analytics and Einstein Discovery Consultant

Financial Services Cloud Accredited Professional

3 x Financial Services Cloud Accredited Professional

Salesforce Certified Marketing Cloud Email Specialist

3 x Salesforce Certified Marketing Cloud Email Specialist

Salesforce Certified Field Service Consultant

3 x Salesforce Certified Field Service Consultant

Salesforce Certified Platform Integration Architect

3 x Salesforce Certified Platform Integration Architect

Salesforce Certified Platform Development Lifecycle and Deployment Architect

3 x Salesforce Certified Platform Development Lifecycle and Deployment Architect

Salesforce Certified OmniStudio Developer

2 x Salesforce Certified OmniStudio Developer

Salesforce Certified Platform User Experience Designer

2 x Salesforce Certified Platform User Experience Designer

Salesforce Certified OmniStudio Consultant

2 x Salesforce Certified OmniStudio Consultant

Salesforce Certified System Architect

2 x Salesforce Certified System Architect

Salesforce Certified Platform Identity and Access Management Architect

2 x Salesforce Certified Platform Identity and Access Management Architect

Process Automation Accredited Professional

1 x Process Automation Accredited Professional

Contact Center Accredited Professional

1 x Contact Center Accredited Professional

Salesforce Certified Marketing Cloud Account Engagement Specialist

1 x Salesforce Certified Marketing Cloud Account Engagement Specialist

Salesforce Certified MuleSoft Developer

1 x Salesforce Certified MuleSoft Developer

Salesforce Certified Industries CPQ Developer

1 x Salesforce Certified Industries CPQ Developer

Salesforce Certified Platform Strategy Designer

1 x Salesforce Certified Platform Strategy Designer

Salesforce Certified Slack Consultant

1 x Salesforce Certified Slack Consultant

Salesforce Certified Marketing Cloud Account Engagement Consultant

1 x Salesforce Certified Marketing Cloud Account Engagement Consultant

Salesforce Certified MuleSoft Platform Integration Architect

1 x Salesforce Certified MuleSoft Platform Integration Architect

Salesforce Certified Heroku Architect

1 x Salesforce Certified Heroku Architect

Salesforce Certified B2C Solution Architect

1 x Salesforce Certified B2C Solution Architect

Salesforce Certified B2B Solution Architect

1 x Salesforce Certified B2B Solution Architect

Salesforce Certified Marketing Cloud Engagement Administrator

1 x Salesforce Certified Marketing Cloud Engagement Administrator

Salesforce Certified CPQ Administrator

1 x Salesforce Certified CPQ Administrator

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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