Fortimize is a Salesforce Platinum Consulting Partner that drives digital transformation in Banking, Lending, Real Estate, Private Equity, and Asset Management

Let's Partner to Transform Your Financial Services Firm

We're Committed to Your Success

Doing Right By You

Selecting a partner isn't easy. In choosing Fortimize, you gain a partner with whom trust, humility, and our commitment to your success are our guiding principles. Our team of former bankers, mortgage lenders, and asset managers have been in your shoes for decades.

We are Salesforce consultants with deep industry expertise. We understand your industry challenges and encourage you, based on proven methodologies, to consider innovative ways to transform both your customer and employee experience.

Dive In

My industry is...

Banking
Lending
Real Estate
Private Equity
Asset Management

Banking

You've thought long and hard about transformation. It is essential to have a partner who understands that this is so much more than a technology transformation: it's a sea change in mindset. Fortimize's banking team recognizes this and is here to help provide color to "what you don't know."

We partner every day with banks and credit unions like you to create real transformational outcomes on Financial Services Cloud, integration strategies for not only core banking platforms but also the numerous other systems that you have, and measurable return on your investment.

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Lending

Lending operations need support from great technology, but with the pace of innovation, keeping up is challenging. You need an extension of your team that can show you the way to transforming your business on Financial Services Cloud.

The Fortimize lending team consists of mortgage industry leaders with significant experience delivering measurable outcomes on Financial Services Cloud and building strategic integration services for loan origination and third-party lead providers.

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Real Estate

Analyzing your portfolio data, managing deal flow, raising capital, and connecting relationships in your enterprise are all critical to your business process.

Fortimize is comprised of experienced real estate professionals that have engineered comprehensive business solutions for REITs, PERE teams, property management firms, and more. Salesforce gives you the competitive edge and business insight that bolsters growth, operating efficiency, and profitability.

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Private Equity

Your firm needs a solution that provides transparent reporting across investor relations, acquisitions/dispositions, and asset management. Fortimize has experience with businesses just like yours and the insight into the platform to transform your client lifecycle.

An investment in Salesforce means you have the ability to address challenges across all areas of your client and partner relationships.

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Asset Management

In an increasingly demanding market, you need to deliver world-class service to your institutional clients.

The industry’s most influential investment banks and firms require a platform like Salesforce to collaborate securely and streamline client engagement.

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Streamlined Salesforce Solutions

Industry Fast Tracks

You require solutions that provide instant value, on time and within budget. Fortimize's fast tracks utilizing industry accelerators are built for each unique Financial Services industry to include proven methodologies and first-hand industry experience in over 900 consulting implementations.

Financial Services Cloud Fast Track for Banking

Get your teams up and running on the Salesforce Financial Services Cloud platform at a fixed cost and in as little as 6 weeks. Fortimize’s Fast Track solution gives you a 360-degree view of the customer experience.

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Real Estate Fast Tracks

Help your teams to efficiently manage relationships with current and potential investors and manage your deal lifecycle. Fortimize offers Real Estate solutions for Deal Management and Fundraising.

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Private Equity Fast Tracks

Your fundraising environment is more diverse and complex than ever. Fortimize aids the Private Equity industry with solutions for Fundraising, Investor Management and Deal Management.

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Get to Know Our Team

Fortimize cultivates a culture of humble, hungry and smart people. Our community is one of empowerment, where each and every team member has a stake in the outcome.

We are passionate about the quality of our solutions, but the true secret to our success is the people who architect, sell and deliver them. Our asset is our team.

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