Connecting Ecosystems
Adaptable Partnerships
Fortimize collaborates with leading technology platforms and products to create connected Salesforce ecosystems tailored to your existing stack, reflecting years of hands-on experience, not sponsorships.
The partnerships below represent tools we’ve implemented, scaled, or optimized to help clients move faster, work smarter, and achieve measurable outcomes.
Blend
Blend is a leading digital lending platform that streamlines applications, approvals, and customer engagement. Fortimize integrates Blend directly with Salesforce Financial Services Cloud to unify borrower data, automate loan processing, and give teams real-time visibility into every stage of the lending journey.
FiveM Consulting
FiveM Consulting provides strategic operations and technology advisory services in the insurance industry. Fortimize collaborates with FiveM to align modernization roadmaps, blending their deep operational insight with our Salesforce implementation expertise.
Gearset
Gearset brings version control and DevOps automation to Salesforce development. Our delivery teams use Gearset daily to manage change control, streamline deployments, and maintain stable release cycles across complex financial-services environments.
Jitterbit
Jitterbit enables fast, flexible API integrations between Salesforce and legacy systems. We use Jitterbit to help mid-market banks, credit unions, and real-estate firms move data securely between CRMs, loan systems, and accounting platforms without heavy middleware overhead.
MRI Software
MRI Software powers property management, leasing, and financial modeling across commercial real estate. Fortimize has supported hundreds of MRI integrations — automating data batching and syncing property, lease, and financial records with Salesforce for unified asset-level visibility.
MuleSoft (a Salesforce Company)
MuleSoft connects systems and applications through reusable APIs. Fortimize has been integrating MuleSoft since before its Salesforce acquisition — building reliable, high-performance connections between financial cores, loan origination systems, and CRM workflows to ensure real-time data flow across the business.
Nintex (NTA)
Nintex simplifies complex workflows through powerful document generation, e-signature, and process automation. Fortimize integrates Nintex solutions within Salesforce to streamline loan approvals, servicing documentation, and compliance tracking to reduce manual effort and maintain clean, auditable records.
Own Company (now Salesforce Backup & Recovery)
Own delivers secure, automated data backup and restore solutions for Salesforce. We’ve been implementing Own (now Salesforce Backup & Recovery) since long before its acquisition, helping clients meet strict regulatory and compliance requirements through reliable recovery and audit-ready safeguards.
Salesforce
Salesforce is the foundation of every solution — uniting customer data, workflows, and insights. We implement and expand Sales, Service, Marketing, Financial Services, Field Service, and Experience Cloud, Data 360, and Agentforce, designing each deployment to integrate seamlessly for a single, scalable source of truth.
Snowflake
Snowflake’s data cloud centralizes analytics, modeling, and reporting for financial institutions. We help clients unify Salesforce data inside Snowflake to power dashboards, machine learning, and enterprise reporting — building pipelines that turn structured CRM data into actionable business intelligence.
Yardi
Yardi is a leading property-management and accounting platform for real estate organizations. Fortimize integrates Yardi and Salesforce to streamline property, tenant, and investor data — allowing asset managers to make faster, more informed decisions with unified visibility across their portfolios.
Fortimize has also delivered Salesforce integrations and transformations across a wide range of additional technologies — including Aspire, nCino, Loan Boss, Microsoft Azure, Power BI, Tableau, Booki, Datorama (Marketing Cloud Intelligence), Salesforce Shield, BigQuery, Snowflake, and proprietary financial and lending cores.
