Blog and Resources

What’s New for Financial Services in Spring ‘20

Prepare your Financial Services firm for the next Salesforce release, Spring ‘20!

Fortimize Team Gratitude and Giving Thanks in 2019

At Fortimize, we highlight the amount of time we spend with one another by including shout-outs and recognition to one another every single day on our team huddles.

Banking on Success Web Series: Investing in Technology

It all starts with an idea. In banking, your big idea should focus on investing in technology for the long haul to transform your customer… Read more »

Top 10 Dreamforce Sessions for Real Estate Professionals

In a rapidly changing, competitive Real Estate and Property Management market, speed and organizational transparency are key differentiators.   The competitive advantage is raising money quicker,… Read more »

Recent Articles
Achieve Your Goals Faster with Agile

Many people within the software industry are familiar with using the agile structure in development because it helps teams create new software products and processes… Read more »

Fortimize Now A Salesforce Financial Services Cloud Launch Partner

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… Read more »

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… Read more »

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… Read more »