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Fortimize’s Deal Management Accelerator - Built for Deal Makers Managing Pipeline & Data through Salesforce

April 12, 2024

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From the front-line to you

A Fortimize blog on industry tidbits, business challenges and technology innovations for your financial service firm.
  • Customer Spotlight

$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
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  • Customer Spotlight

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
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  • Customer Spotlight

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
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  • Customer Spotlight

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
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  • Customer Spotlight

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
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  • Industry Highlights

5 Signs of the Right Salesforce Implementation Partner

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  • Industry Highlights

3 Wins of a Professional CRM Implementation

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  • Customer Spotlight

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
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