Industry Solutions
And Fast Tracks

Overview
Learn more about our industry ecosystems
Banking
Drive revenue and grow your business
Lending
Develop cutting edge borrower experiences
Real Estate
Build better client to client relationships
Private Equity
Create transparent reporting and pipeline automation
Asset Management
Maximize the value of your greatest assets

Team Values

Learn More

About Us

Learn More

Blog and Resources

Salesforce Financial Services Cloud as a Hub for Integration

In 2005, I was working as an independent consultant when a client of mine asked me to perform an integration between HubSpot and Salesforce. I… Read more »

WFH Tips: Working from Home in Financial Services

You’ve just started working from home and this is all foreign and new to you. Fear not! I have worked onsite in offices with commutes… Read more »

FinTech, Traditional Banking, and the Scramble to Innovate

The continuous evolution of FinTech and the push toward innovative technology solutions within the financial industry in the last decade-plus have opened new possibilities in… Read more »

Is Your Business Prepared for Unexpected Remote Work?

In the ever-developing world of business, you can’t be stalled by the unexpected. Can your team succeed in a virtual business environment? Yes, many jobs… Read more »

Recent Articles
Top 10 Must-Attend Dreamforce Banking Sessions

Fortimize’s Banking and Lending Practice is gearing up for an action-packed Dreamforce! We’ve been building our agendas and below recommend a few top sessions you… Read more »

Fortimize and Riva Partner to Help Enhance the Customer Experience for Financial Services Institutions

The financial services industry hinges on the success of its greatest asset, client relationships. In a world where clients expect a more hands-on customer approach,… Read more »

How Mortgage Lenders Can Attract Borrowers

Mortgage lenders face the tremendous challenge of marketing to borrowers who may be hesitant to commit to such a large purchase. Mortgage applications are down… Read more »

What Mortgage Loan Officers Really Need From a CRM

What Does a CRM Actually Do For Loan Originators? The more you are engaged with your applicants and partners throughout the origination process, the stronger… Read more »

1234567
⟵⟶