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.