Fortimize Banking

Realize your business goals through transformative customer engagement

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Solutions crafted by experienced bankers

We help to break down legacy silos and create solutions that provide a holistic view of the customer.

Competition is fierce for today’s mobile customer. Increasing expectations from savvier customers can be hard to meet.

At Fortimize, our banking experts equip clients to drive business strategies and customer experiences through technology.

To create enduring business value, our team of expert advisors steer clear of the over-promises of technology products. Our pragmatic approach creates end-to-end design that delivers customer and wallet share growth.

The Fortimize Advantage

  • Experienced professionals from across the banking industry
  • Launch faster with preconfigured industry accelerators and agile implementations
  • Scale core banking technologies with more thoughtful integrations
  • Expand wallet share with insights and actionable analytics
  • Drive adoption and improve business outcomes through user-centric change management

Fortimize Capabilities

Commercial Banking

  • Digital account opening
  • Treasury & Cash Management
  • Digitization of annual reviews
  • Lending & loan origination

Retail Banking

  • Digital Branch Management
  • Contact center servicing: Social, SMS, agent & bot chat
  • Data analytics and integrations

Wealth Management

  • Aggregated household view for bankers and clients
  • Digital Appointment Scheduling
  • Guided onboarding and account opening

Build and grow customer relationships

Revamp marketing to cultivate and deepen customer relationships

Apply customer journeys and automations to marketing activities that acquire, retain and expand customer wallet share

Strengthen bonds between your customers and your team

Increase marketing ROI with smart analytics. Utilize actionable, data-driven insights to deliver personalized messages to customers

→Watch Customer Story Video

Unapologetic commitment to the customer experience

Deliver an intuitive loan application and approval process in Salesforce. Expand demand with personalized communications from Marketing Cloud

→Watch Customer Story Video

Why Fortimize

Industry Events & Perspective

Fortimize Blog →

How to Optimize Digital Transformation Plans

Industry Whitepaper →

Organizational Resiliency and Digital Transformation in Financial Services by Jim Collins

Exclusive Interview Series →

The Unexpected Journey with Ofer Yardeni, Chairman/CEO of Stonehenge NYC

See All Resources→

Unlock endless possibilities

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