FREE CORE INTEGRATION ASSESSMENT FOR BANKS & CREDIT UNIONS

Are Core Integrations Slowing You Down?
Fix Gaps & Future-Proof Integrations Today.

Core Systems like FIS, Fiserv, and Symitar are the backbone of your institution, but properly integrating them with Salesforce and other modern platforms can be a challenge. If your frontline teams struggle with slow data access, duplicate records, and incomplete householding, your customer experience suffers—and so does your bottom line. Before investing further, take advantage of our free Core Integration Assessment. Discover how to streamline data, improve efficiency, and maximize the value.

WHAT TO EXPECT FROM THIS OFFER

To ensure a valuable and actionable assessment, our process includes three key touchpoints designed to align, evaluate, and deliver a Core Systems + Salesforce roadmap.

Your time commitment and investment level is around 2-4 hours.

The 'Not So' Hidden Risk of Messy Integrations.

❌ Issues that lead to costly inefficiencies and operational risk:

Reporting & Compliance Risks

Poor integrations equal disconnected data, making it difficult to generate reliable reports and meet regulatory requirements.

Operational Bottlenecks

Siloed data forces teams to rely on manual workarounds, slowing response times and frustrating employees.

Customer Frustration & Poor CX

Without a 360º view, customers experience disjointed service, leading to lost trust and reduced retention.

Increased IT & Maintenance Costs

A patchwork of disconnected systems requires constant IT intervention, driving up costs and taking resources away.

The Fortimize Core Integration Assessment Helps

Reduce Data Latency

Get real-time customer insights by eliminating delays and outdated data. Make faster, smarter decisions.

Eliminate Duplicates

Our proven data mapping strategies prevent duplicates, creating a single source of truth for every customer.

Improve Householding

Structure accounts properly for clearer relationships, better personalization, and smarter service.

FORTIMIZE EXPERTISE

With a 5/5 CSAT score, Fortimize brings deep banking and Salesforce expertise, helping institutions integrate core systems with seamless, scalable solutions.