Strategic partnerships that transform your Salesforce and data investments

Purpose-Driven Fortimize Alliances.

Whether you’re new to Salesforce or already have an established environment, our team of consultants is here to serve as your strategic thought partner and co-creator. With a relentless focus on customer success, we’re obsessed with designing, building, and scaling end-to-end solutions that help you achieve your most strategic business goals.
Salesforce is the world’s #1 customer relationship management (CRM) platform. With its suite of products, you can unify every line of business and team to put your customers first.
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Nintex is a leader in document generation and workflow automation—helping you create, send, sign, track, and manage mission-critical documents all within the Salesforce platform.
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MuleSoft is the leading integration and API platform helping you connect any system, application, data, and device. With their end-to-end automation and orchestration, you’ll create a unified customer view faster.
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Lucro is an extension of the Fortimize team, helping you maximize the potential of nCino–built on the Salesforce platform–with advisory, implementation, and optimization services.
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Snowflake is a cloud data warehouse helping you store and analyze all of your data records in a single place. It eliminates data silos created by legacy on-premise and cloud applications and gives you integrated data sets.
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Jitterbit is an Enterprise iPaaS solution helping you automate your business processes and create seamless customer experiences. Integrate any SaaS, on-premise, or cloud application.
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FiveM Consulting is an extension of the Fortimize team, helping you maximize insurance distribution, technology, and operations on the Salesforce platform.
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Gearset provides you with unparalleled deployment success, continuous delivery, automated testing, and backups on the Salesforce platform.
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MRI is a leading provider of innovative real estate software, configurable to integrate with the Salesforce platform.
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Design the future of your business

Thought Leadership Paper

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