Fortimize - Humanizing financial services relationships

Humanizing
Financial Services
Relationships

Humanizing
Banking
Relationships

Humanizing
Lending
Relationships

Humanizing
Real Estate
Relationships

Humanizing
Private Equity
Relationships

Humanizing
Asset Management
Relationships

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Humanizing Financial Services Relationships

Humanizing Banking Relationships

Humanizing Lending Relationships

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Humanizing Real Estate Relationships

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Humanizing Private Equity Relationships

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Humanizing Asset Management Relationships

WHO WE ARE

We are bankers,
mortgage lenders,
& asset managers.

We help you unlock the full power of Salesforce to build valuable
customer relationships, experiences and outcomes.

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Initiate

We focus on your business outcomes, and help you create a vision, strategy and plan to execute.

Implement

Our collaborative approach manages changes to people, process, and technology through a series of sprints that add value quickly.

Innovate

A dedicated team of experts helps you innovate at a predictable cost.

OUR CLIENTS

Together, we've created success

From legacy systems to seamless omnichannel banking

Integrating culture and data silos led to a winning customer experience

60,000 employee hours saved and 50% asset growth defined success

Transformed rural communities by cutting loan servicing time in half

Delivered happier residents and higher NOI through streamlined inventory management

Empowered leasing teams with a simplified, real-time portfolio management solution

WHY FORTIMIZE

Laying the foundation for
the extraordinary

How to Optimize Digital Transformation Plans

Digital Transformation in the Financial Services Industry During COVID by Jim Collins

The Unexpected Journey with Ofer Yardeni, Chairman/CEO of Stonehenge NYC

Unlock endless possibilities

The future of
financial services.
Humanized.

© 2023 FORTIMIZE. ALL RIGHTS RESERVED.

© 2023 FORTIMIZE. ALL RIGHTS RESERVED.