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.

Initiate

Advisory Services →

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

Implement

Implementation →

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

Innovate

Managed Services →

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

Our Clients

Together, we've created success

  • Ackman Ziff
  • American Campus Communities
  • Credit Union of Texas
  • Howard Hughes
  • Intercontinental Real Estate Corporation
  • Kimco Realty
  • Ponce Bank
  • Root Capital
  • Stonehenge
  • Tri Counties Bank - Service with Solutions
→See More

Why Fortimize

Laying the foundation for the extraordinary

Fortimize Blog →

How to Optimize Digital Transformation Plans

Industry Whitepaper →

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

Exclusive Interview Series →

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

See All Resources→

Unlock endless possibilities

Let's Talk