Welcoming Our New Client: Pacific Premier Bank
TOP-PERFORMING BANK CHOOSES FORTIMIZE FOR CRM IMPLEMENTATION Ranked the 7th Top Performing Mid-Sized Bank (total assets of $1 billion – $10 billion) by the American Bankers Association Banking Journal in May 2013, Pacific Premier Bank is rapidly growing through acquisition and establishing new finance units. Fortimize, a Salesforce.com Certified Cloud Alliance Partner focused exclusively on […]
Warm Welcome to Our New Client: Whittier Trust
IMPLEMENTATION TO BOLSTER INVESTMENT AND WEALTH MANAGEMENT SERVICES While wealth management is primarily about assets, we know it’s much more-it’s also about families. At Whittier Trust, we provide a breadth of wealth and investment services to meet the unique values, goals and long term vision of our clients. Our passion for safeguarding for the future […]
5 Signs of the Right Salesforce Implementation Partner
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3 Wins of a Professional CRM Implementation
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Local San Diego Company Furthers Salesforce Platform with Fortimize
WORLD RENOWNED RISK MANAGEMENT, INSURANCE, AND EMPLOYEE BENEFITS COMPANY BRANCH TURNS TO FORTIMIZE’S SALESFORCE EXPERTISE Lockton Company Insurance Brokers, LLC in San Diego is part of the world’s largest privately owned, independent insurance brokerage firm, with 4,950+ associates around the world and 64 offices in the United States, Europe, Latin America, the Middle East, and Asia. Lockton specializes in insurance, […]
