Case Study: Holualoa Companies

Industry: Real Estate Investment Trusts “The Fortimize team was able to understand the complex business processes of our real estate investment firm… Now we can track deal information in acquisition, asset management and investment pipelines, as well as investor and potential investor correspondence and documentation.” Holualoa Companies is an international real estate investment firm providing return […]

Fortimize Partners With Successful Mortgage Originator

The Fortimize team is excited to work with our newest client to evaluate a Salesforce implementation to further their success. Bank of Manhattan is a business bank that specializes in small and medium size wholesale business and entrepreneurs and is constantly seeking to further their technological development. Because of this, BoM has looked to Fortimize’s […]

$4B Catastrophe Bond Fund Grows and Manages with Salesforce

EXOTIC BOND MANAGER SCRUBS NEW ISSUES, ACQUIRES AUM, TRADES & SERVES CLIENTS – FROM SALESFORCE IMPLEMENTATION WITH FORTIMIZE Developed Due Diligence Process to Ensure SAS 70 Compliance for New Bond Issues Leveraged workflows to drive client acquisition, trading and client management processes Content management and delivery for reporting (Prospectuses, Excel, Mathematica models, etc.) “Fortimize took […]

Teacher’s Pension & Insurance Services Chooses Fortimize

SALESFORCE IMPLEMENTATION FOR TEACHER’S RETIREMENT PLANNING FIRM Founded in 2007, TPIS is a teacher-focused company that specializes in investment options, life insurance, and retirement planning for educational institutions. TPIS picked Salesforce as their CRM solution as they require complex data migration, iPipeline integration (an insurance eApplication submission platform), as well as custom Reporting and Analytics […]

Welcoming Our New Client: San Francisco Bay Area Regional Center

ACCLAIMED INVESTMENT BANKER FINDS SUCCESS WITH EXPERT BLOCKS San Francisco Bay Area Regional Center was founded in 2009 and focuses on raising foreign investments to finance domestic business enterprises that create jobs for the US economy. Although SFBARC has been using Salesforce for years, the company is now contracting Force Optimized to solve specific business […]

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 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 […]

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, […]

Thought Leadership Paper

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