Fortimize

Driving Digital Transformation in Financial Services

Summary

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.

  • Partner Tier

    registered
  • YEAR OF FOUNDING

    n/a
  • Appexchange Reviews

    45
  • Appexchange Rating

    5/5
  • Certified Professionals

    25
  • 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 (134)

# 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

# You will also like these agencies


Global, Digital-First Consulting Company with Direct Industry Experience

Plative has direct industry expertise in financial services, non-profit, media, technology, professional services, and consumer/retail. We possess over 100 Salesforce certifications and a long list of successful Salesforce clients.

Certified Professionals: 27

AppExhange Reviews: 43

AppExhange Rating: n/a

International: 3 States


Salesforce Consulting company based in New York City.

Seven Results is a Salesforce Consulting company based in New York City.We provide on-site and remote consulting services to small businesses, medium-sized businesses, and non-for-profit organizations.

Certified Professionals: 2

AppExhange Reviews: 27

AppExhange Rating: n/a

International: 2 States


Salesforce Success Delivered!

Our certified Salesforce team specializes in implementing, customizing, and integrating Salesforce products, including Sales Cloud CRM, Service Cloud, Community Cloud,Marketing Cloud, and Pardot.

Certified Professionals: 9

AppExhange Reviews: 30

AppExhange Rating: n/a

International: United States


Our Commitment to Customer Succes

C-Clear Partners helps companies Shape, Create and Manage their Customer Strategy across Sales, Service and Marketing processes.

Certified Professionals: 33

AppExhange Reviews: 12

AppExhange Rating: n/a

International: 3 States


Consulting, Implementation, Custom Development & Migration Services

Since 2006, Zensar has been a valued Global partner for Salesforce. We have a Strong Salesforce Practice with best industry focus with a host of in-house implementation techniques and methodologies that are highly customizable to suit client’s CRM needs.

Certified Professionals: 144

AppExhange Reviews: 3

AppExhange Rating: n/a

International: 5 States