Fortimize Now A Salesforce Financial Services Cloud Launch Partner

August 7, 2016


Fortimize Extends Reach of Salesforce Financial Services Cloud With Access To Business Process and Technology Experts Who Optimize Growth For Financial Services Organizations

SAN FRANCISCO – Mar. 9, 2016 – Fortimize today announced it is extending the reach of Salesforce Financial Services Cloud with services experts who are well-versed in complex business processes and specialize in delivering measurable results. Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device.

Fortimize Salesforce Implementation Services

  • Build intentional client touches into your business, and tier your client service model appropriately to match the fees generated by each account.
  • Integrate custodial data with Salesforce for single screen visibility into all you need to know about your clients, their household, their holdings, and transactions.
  • Ensure your team has the information they need in one place to make better decisions in real time.

Comments on the News
“The new Salesforce Financial Services Cloud is especially exciting for financial advisors seeking to scale their business, and as a leading solution provider for top-tier financial services firms, Fortimize is well-equipped to deliver transformative results.” said John Hamon, CEO of Fortimize.

We used Fortimize to implement our new customized Salesforce installation. John and his team made the process simple. They were really a joy to work with, and the resulting product has increased our capacity immediately. Our ability to serve our clients in the highest possible way has taken a major step forward,” said Scott Sparks, Wealth Management Advisor, Northwestern Mutual Wealth Management Company.

“The future is here, and it’s advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age,” said Simon Mulcahy, GM of Financial Services, Salesforce. “Fortimize is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice.”

About Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on investors, and allowing advisors to engage more comprehensively with clients and their households on any device at any time.

Additional Resources
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About Fortimize

Fortimize helps financial services companies to improve the velocity and visibility of their business development process. We create apps and custom integrations with platforms that help businesses keep pace as technology advances. As a Salesforce partner, Fortimize has more than 380 successful engagements with companies ranging from wealth management to REITs.

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