From Planning & Implementation to Next Generation
Humanizing financial services with Salesforce.
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Fortimize puts people and users first.
Since 2012, Fortimize has completed over 1,000 Salesforce projects, earning recognition as a top-five financial services consultancy. Our practical ecosystems streamline operations — so institutions can confidently scale and strengthen every customer connection.
YOU'RE IN GOOD COMPANY
Nearly 1/3 of our customers came to Fortimize after leaving their original implementation partner—seeking better product optimization and long-term support. Our transparent Managed Services model provides a predictable, team-augmented approach across all of our Salesforce services.
THE FORTIMIZE DIFFERENCE
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.
Tech-Savvy
Fortimize specializes in implementing and scaling people-first business solutions powered by Salesforce, data and analytics, and integrated industry applications.
Team-Owned
Leaders 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.
Evidence-Based
We combine real data, best practices, and hands-on experience to build solutions that work right away—so your team can focus on customers, not wrestling with processes.
Partner-Led
From day one to launch, we focus on being clear and organized so your team always knows what we’re doing and why. We aim to ensure everyone feels confident, trained, and ready.
Right-Sized
Fortimize is nimble, fast, and fully invested in every outcome. Unlike large firms weighed down by bureaucracy, we work alongside your team, every step of the way.
Beyond Certifications: Deep Expertise
With a 5/5 CSAT score, proficiency isn’t solely achieved through certification, although it’s a great start. We believe the best consultants are humble, hungry, and smart, and have deep industry knowledge, building solutions that deliver real value.
