FORTIMIZE

Humanizing financial services relationships

Our vision starts with our people

In 2012, John Hamon launched Fortimize with a singular focus on financial services. Today, we are a team of former bankers, mortgage lenders, and asset managers seeking to humanize the future of financial services. We are expert consultants who speak the language of our clients, demonstrate fluency in their industry and partner to realize their digital mandate.

10+ Years

5/5

Experience exceptional outcomes with our industry professionals.

Financial Services Cloud
Sales Cloud
Service Cloud
Experience Cloud
Marketing Cloud

Data Cloud
Customer 360 Platform
Shield
Tableau / CRM Analytics
MuleSoft

OUR VALUES

Laying the foundation for the extraordinary.

We Are All About People

By putting our people first in every decision, we can never go wrong. Behind every satisfied client are the people who work tirelessly, directly or indirectly, to foster their success. We promote work/life harmony, because we understand that a balanced life leads to happier, more engaged team members. Our people and our customers thrive as a result.

We Are Owners

STIO (Stake in the Outcome) team ownership represents both a privilege and a responsibility. As co-creators of our company’s future, we work together to delight our customers. We win and lose together, embracing challenges, rather than running from them. We have each other’s backs, and together, we own our destiny.

We Give Back

Our vision is to be wildly successful to be radically generous. We are very blessed to possess the educational backgrounds, skills and talents that we do as a team. We’re looking for ways to bring others into the digital economy. We contribute a portion of our time, our finances and our abilities to help others—in our communities, in our nations, and in our world.

We Are All About People

By putting our people first in every decision, we can never go wrong. Behind every satisfied client are the people who work tirelessly, directly or indirectly, to foster their success. We promote work/life harmony, because we understand that a balanced life leads to happier, more engaged team members. Our people and our customers thrive as a result.

We Are Owners

STIO (Stake in the Outcome) team ownership represents both a privilege and a responsibility. As co-creators of our company’s future, we work together to delight our customers. We win and lose together, embracing challenges, rather than running from them. We have each other’s backs, and together, we own our destiny.

We Give Back

Our vision is to be wildly successful to be radically generous. We are very blessed to possess the educational backgrounds, skills and talents that we do as a team. We’re looking for ways to bring others into the digital economy. We contribute a portion of our time, our finances and our abilities to help others—in our communities, in our nations, and in our world.

At Fortimize everyone takes accountability to help everyone. Each person’s journey is unique whether fostering growth in technical expertise or all around professionalism, we’re all helping one another.

David Grace - Sr. Consultant

David Grace - Sr. Consultant

At Fortimize everyone takes accountability to help everyone. Each person’s journey is unique whether fostering growth in technical expertise or all around professionalism, we’re all helping one another.

What I love about Fortimize is the hungry, humble, smart attitude everyone has. You are surrounded by people who care enough to give you authentic feedback and push you to your limits to provide opportunities to help you grow.

Korey Jones - Consultant

Korey Jones - Consultant

What I love about Fortimize is the hungry, humble, smart attitude everyone has. You are surrounded by people who care enough to give you authentic feedback and push you to your limits to provide opportunities to help you grow.

STIO means getting in the driver’s seat of your desired outcome. It’s liberating! I feel empowered to take ownership of my career and you can sense unity and a collective uplift amongst team members.

Amy Ellis - Manager, Talent Acquisition

Amy Ellis - Manager, Talent Acquisition

STIO means getting in the driver’s seat of your desired outcome. It’s liberating! I feel empowered to take ownership of my career and you can sense unity and a collective uplift amongst team members.

At Fortimize everyone takes accountability to help everyone. Each person's journey is unique whether fostering growth in technical expertise or all around professionalism, we’re all helping one another.
David Grace - Sr. Consultant
What I love about Fortimize is the hungry, humble, smart attitude everyone has. You are surrounded by people who care enough to give you authentic feedback and push you to your limits to provide opportunities to help you grow.
Korey Jones - Consultant
STIO means getting in the driver’s seat of your desired outcome. It’s liberating! I feel empowered to take ownership of my career and you can sense unity and a collective uplift amongst team members.
Amy Ellis - Manager, Talent Acquisition

Driven by our values, dedicated to our people

LEADERSHIP TEAM

John Hamon

Founder & Chief Executive Officer

Danny Varghese

President

Dan Vonsover

Sr. Vice President, Revenue

Lindsay Bateman

Director, People

Dee Quang

Vice President, Data & Analytics

katie-righter-scaled

Katie Righter

Sr. Director, Finance

Vicky Smith

Victoria Smith

Sr. Director, Professional Services

ADVISORY BOARD

Ben Levitan

Chief Executive Officer, Cedalion Partners

Bruce Lohman

Principal, Renaissance Birch

Evans Killeen

Corporate Vice President, Own

Jorge de Cárdenas

Operating Partner, Rex

Mark Shirman

Founder, Our Missing Piece Corp.

Todd Gresham (198 x 256 px)

Todd Gresham

Founder & President, Meritage Associates, Inc.

Make an Impact with Fortimize

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins