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May 2, 2024

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From the front lines to you

A Fortimize blog on industry tidbits, business challenges and technology innovations for your financial services firm.

  • Data & Intelligence

Fortimize Joins the Claude Partner Network

The Salesforce consultancy is certifying its delivery team on Claude because no financial institution should have to bet on which AI wins. September 1, 2026 — Fortimize, a Salesforce consulting partner serving banks, credit unions, and real estate
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  • Data & Intelligence, Operations

Snowflake or Salesforce Data 360? Where Each Function Should Live

Every tool in your stack can do almost everything. The real question is whether it should. On a recent client call, we were deciding where a piece of decision logic should live. We stopped asking which tools could
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  • Banking, News

Fortimize Convenes Banking and Credit Union Leaders at Dreamforce 2026

FOR Immediate release San Francisco, CA – August 19, 2026 – Most of what a bank learns about running a Salesforce program, it learns from other banks. Fortimize, a Salesforce consulting partner working with banks, credit unions, and real
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  • News

We’re Hiring: Salesforce Solution Architect, Senior Manager

Salesforce Solution Architect, Senior Manager (Virtual-first, hybrid) We look for people who are humble, hungry, and know how to read the room: professionals who take responsibility for their work, pursue excellence, collaborate effectively, and build trusted relationships with
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  • Banking, John's Corner

You Can’t Spec What You Haven’t Seen: The Salesforce Scope Trap

Originally published on LinkedIn, John’s Corner is where Fortimize CEO John Hamon shares the perspectives, challenges, and hard truths he sees from the front lines. View original publication. You Can’t Spec What You Haven’t Seen The first thing
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  • Customer Success, Operations

What an Easy-to-Contract Salesforce Partner Actually Looks Like

The contract is a symptom. If a Salesforce partner is hard to contract with, that usually means the delivery model behind it has the same problems: shifting scope, hidden exposure, and terms that do not protect the end
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  • Adoption, Banking

No, Claude Is Not Your CRM: Here Is Where AI Actually Goes

Every technology leader we talk to is living the same week. The board wants an AI strategy by Friday. A vendor wants to sell you an agent that allegedly does everything short of refilling the coffee. And somewhere
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  • Banking, John's Corner

The Perfect, Empty Salesforce Building

Originally published on LinkedIn, John’s Corner is where Fortimize CEO John Hamon shares the perspectives, challenges, and hard truths he sees from the front lines. View original publication. Two banks bought the same software. The careful one never
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  • Implementation, John's Corner

Procurement Is the Leading Cause of Failed Salesforce Implementations

Originally published on LinkedIn, John’s Corner is where Fortimize CEO John Hamon shares the perspectives, challenges, and hard truths he sees from the front lines. View original publication. The budget conversation and the delivery conversation are two different
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