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 estate firms, is hosting two gatherings in San Francisco this September for financial institution leaders attending Dreamforce 2026.
Both are built around peer conversation, and both continue a practice of pulling banking and credit union executives out of the general conference schedule into rooms sized for their own questions.
The technology rarely stalls a banking transformation. The change underneath it does, and that’s harder to work out alone.
An Executive Dinner
- Tuesday, September 15
- Perbacco
- Private, invite-only event. Contact your Salesforce representative for details.
Guests will work through table topics over dinner with Jim Collins, Salesforce’s financial services expert, before the rest of Dreamforce week gets underway.
A Working Summit
Fortimize will lead a session on turning member and account data, drawn from sources like credit files and alternative data providers, into offers that reach a banker inside the daily workflow.
“A bank can buy every capability on the roadmap and still find its bankers working out of spreadsheets in month eighteen,” said John Hamon, Founder and CEO of Fortimize. “What closes that gap is unglamorous: something small, live, and in daily use early, while the attention that got the purchase approved still holds. That conversation goes better when the person across the table has already run it.”
A Trusted Salesforce Partner
Fortimize’s standing with Salesforce and with banking and credit union leaders makes both events possible. The Tuesday dinner is co-hosted with Salesforce’s financial services team, and the Wednesday summit runs in Salesforce’s own space.
The same reputation holds across wealth management, insurance, and real estate: stalled Salesforce orgs stabilized and shipping value again in weeks, without starting over. That record is why banking and credit union leaders keep sitting down with the team each year.
Fortimize’s delegation will include:
- John Hamon, Founder & CEO
- Daniel Fusco, Account Executive
- Stephen Tang, Senior Account Executive
- Staci Tischer, Marketing & Alliances
Banks and credit unions headed to Dreamforce who would like to connect with the Fortimize team on-site can reach out directly.
About Fortimize
Fortimize is a team-owned Salesforce consultancy dedicated to supporting banks, credit unions, and real estate firms. Since 2012, the company has delivered tailored technology solutions that streamline operations, strengthen client relationships, and enhance customer outcomes. Visit fortimize.com for more information.
