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

    29
  • Salesforce Certifications

    174
  • Appexchange Reviews

    32
  • Appexchange Rating

    5/5
  • 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 (174)

Certified Administrator

31 x Certified Administrator

App Builder

25 x App Builder

Certified Sales Consultant

20 x Certified Sales Consultant

Certified Service Consultant

17 x Certified Service Consultant

Platform Developer 1 Certifications

12 x Platform Developer 1 Certifications

Certified Advanced Administrator

11 x Certified Advanced Administrator

Community Cloud Consultant

9 x Community Cloud Consultant

Platform Developer 2 Certifications

6 x Platform Developer 2 Certifications

Development Lifecycle and Deployment Specialist

4 x Development Lifecycle and Deployment Specialist

Certified Application Architect

4 x Certified Application Architect

Sharing and Visibility Designer

4 x Sharing and Visibility Designer

Data Architecture and Management Specialist

4 x Data Architecture and Management Specialist

Integration Architecture Specialist

4 x Integration Architecture Specialist

Field Service Lightning

3 x Field Service Lightning

Pardot Specialist

2 x Pardot Specialist

Certified Pardot Consultant

2 x Certified Pardot Consultant

Education Cloud Consultant

2 x Education Cloud Consultant

Heroku Architect Designer

2 x Heroku Architect Designer

Certified System Architect

2 x Certified System Architect

Mobile Solutions Architecture Designer

2 x Mobile Solutions Architecture Designer

Identity and Access Management Designer

2 x Identity and Access Management Designer

Marketing Cloud Email Specialist

1 x Marketing Cloud Email Specialist

Marketing Cloud Developer

1 x Marketing Cloud Developer

Einstein Analytics and Discovery Consultant

1 x Einstein Analytics and Discovery Consultant

Nonprofit Cloud Consultant

1 x Nonprofit Cloud Consultant

Marketing Cloud Consultant

1 x Marketing Cloud Consultant

CPQ Specialist

1 x CPQ Specialist

# 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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