Creating People-First Business Solutions with
Salesforce and Data & Analytics

Redefining Customer Experiences

Fortimize is a team-owned consulting firm dedicated to delivering Salesforce and Data & Analytics solutions tailored for the Financial Services industry.

Since 2012, we’ve successfully advised, implemented, and managed over 1,000 projects for customers across North America, acting as a catalyst for strategic business growth. Each solution we develop empowers organizations like yours to concentrate on your customers, transforming touch points into meaningful experiences.


Team Ownership

We prioritize people over profit. That’s why we don’t take outside investor funding. This ensures your team of consultants are genuinely dedicated and passionate about your success.

Industry Focused

Having completed over 1,000 industry projects, we’ve seen it all. We not only speak your language but also understand your challenges. Because of this, you see quicker time-to-value.

Technology Proficient

We specialize in implementing and scaling comprehensive, people-first business solutions powered by Salesforce, data and analytics, and integrated industry applications.

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We focus on people and process to build solutions through agile delivery.

Delivery as a Service

We offer a dedicated team of experts to help you innovate at a predictable cost.


We address your business needs with a ticketing system, and provide a designated allocation of hours.



We create industry-focused solutions that improve operations and streamline workflows.

Data & Analytics

We develop data integrations, create data warehouses, and provide insightful reporting.


We define technology and data strategies alongside roadmap planning and project execution.


You're in Good Company

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

Unlock endless possibilities

Thought Leadership Paper

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