Fast Track for Banking

Get up and running on Salesforce Financial Services Cloud with an industry best practices implementation at a fixed-cost with a straight-forward timeline within your current fiscal year budget.

Realize CRM Value Faster

Preconfigured best practices to reduce time spent implementing

Fixed-cost engagement to avoid budget hurdles

Establish a scalable framework for success

Integration Powered by Jitterbit

With Jitterbit and Fortimize, it’s easy to connect core banking platforms to Salesforce to provide accurate real-time data to orchestrate your opportunity to order process and establish a single source of truth. Accelerate time to value with out-of-the-box integration of the common objects between the two systems.

Outcomes for Your Bank

Gain insight into the quality and success of referrals from internal and external sources.

Provide customer 360-view, with integration by Jitterbit, quickly and seamlessly.

Improved process efficiency through lead routing, case routing, and workflows.

Collaborate across business lines to increase customer value by tracking referrals, and interactions.

On-Demand Webinar

Transforming Front Line Service Through Data-Driven Insights

Hear from Fortimize and Salesforce in this on-webinar focused on banking technology. Learn about the impact of customer data being available on the platform and how it impacts the success of a CRM implementation.


Darcy Rippon, Banking & Lending Practice Director, Fortimize
Michael Reed, Financial Services Expert, Salesforce

Take Your Business to the Next Level

Schedule a demo, learn about solutions, get expert guidance, and much more.