Fortimize logo

Fortimize

Jackson, WY USAFounded 2012Select partner

Rating
4.9
Client reviews
79
Certified experts
42
Certifications
222
Projects delivered
63

About Fortimize

One connected customer view, adopted and delivered on time.

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.

Salesforce expertise

Primary product and solution focus.

  • Community Cloud25%
  • Sales Cloud25%
  • Salesforce Platform25%
  • Service Cloud25%

Service mix

Published service offerings.

  • Business Consulting25%
  • Systems Integration25%
  • Custom Development25%
  • Preconfigured Solutions25%

Notable clients

Beacon Trust, UMB Fund services, LSCU, American Campus communities

Industries

Industry presence, client ratings, and project highlights.

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Salesforce certifications

222 verified Salesforce credentials held by the Fortimize team.

Salesforce certifications held by Fortimize, by number of holders
CertificationHolders
Salesforce Certified Administrator47
App Builder37
Sales Cloud Consultant27
Certified AI Associate24
Platform Developer I18
Salesforce Certified Business Analyst18
Service Cloud Consultant18
Advanced Administrator13
Salesforce Certified Associate13
Certified AI Specialist12
Experience Cloud Consultant12
Data Cloud Consultant11

Testimonials

Client feedback and project outcomes delivered by Fortimize.

No testimonials shared yet

Fortimize has not published client testimonials at this time.

Open positions

Current job listings connected to Fortimize.

No open positions right now

Fortimize does not currently have active job listings.

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