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 complex data migration, iPipeline integration (an insurance eApplication submission platform), as well as custom Reporting and Analytics to enhance visibility into the company. Fortimize is eager to work with TPIS, and we look forward to producing outstanding results that deliver value from their CRM investment.
ABOUT TEACHER’S PENSION & INSURANCE SERVICES
Teacher’s Pension & Insurance Services is uniquely dedicated to making sure Teachers and State Employees have their retirement covered from every angle. They offer an unbiased opinion as they guide clients in the direction that is the most beneficial in planning for future retirement. Their goal is to provide each prospect with financial analysis that will help their money to work more effectively. They seek to help clients achieve financial goals by providing easy to understand professional presentations and individual consultations conducted with the utmost integrity. To learn more about TPIS, please visit their website.
Fortimize has completed over 300 implementations for Salesforce.com Clients from Honolulu to New York, and we are committed to helping our clients to realize the full value of the Force.com platform across the entire operation.
Fortimize carries a 5 Star Rating on the Salesforce.com AppExchange because teams are led by seasoned financial services professionals who employ a highly disciplined, yet flexible project management strategy. Our results speak for themselves: successful projects done right, done on time, and done affordably. Fortimize also provides its clients with a full suite of training services, ongoing administrative support and data integration consulting.
Our singular ability to speak the customer’s language, listen carefully to their goals, and then construct solutions that drive business growth and profitability, are what have made Fortimize a leader in Financial Services on the Salesforce.com platform.