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

    67
  • Salesforce Certifications

    336
  • Appexchange Reviews

    66
  • 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 (336)

Salesforce Certified Administrator

53 x Salesforce Certified Administrator

App Builder

42 x App Builder

Sales Cloud Consultant

26 x Sales Cloud Consultant

Platform Developer I

25 x Platform Developer I

Service Cloud Consultant

20 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

Experience Cloud Consultant

12 x Experience Cloud Consultant

Platform Developer II

11 x Platform Developer II

Sharing & Visibility Architect

11 x Sharing & Visibility Architect

Data Architecture & Management Designer

11 x Data Architecture & Management Designer

Application Architect

8 x Application Architect

Data Cloud Consultant

7 x Data Cloud Consultant

Financial Services Cloud Accredited Professional

6 x Financial Services Cloud Accredited Professional

Financial Services Cloud Accredited Professional

5 x Financial Services Cloud Accredited Professional

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

4 x JavaScript Developer I

Certified AI Associate

4 x Certified AI Associate

OmniStudio Developer

3 x OmniStudio Developer

OmniStudio Consultant

3 x OmniStudio Consultant

Integration Architect

3 x Integration Architect

Development Lifecycle & Deployment Architect

3 x Development Lifecycle & Deployment Architect

Certified MuleSoft Developer I

2 x Certified MuleSoft Developer I

User Experience Designer

2 x User Experience Designer

System Architect

2 x System Architect

Identity & Access Management Architect

2 x Identity & Access Management Architect

CPQ Specialist

2 x CPQ Specialist

Associate Administrator

2 x Associate Administrator

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

Salesforce Certified Strategy Designer

1 x Salesforce Certified Strategy Designer

Pardot Consultant

1 x Pardot Consultant

Field Service Consultant

1 x Field Service Consultant

Heroku Architect Designer

1 x Heroku Architect Designer

Certified MuleSoft Platform Architect I

1 x Certified MuleSoft Platform Architect I

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

# 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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