Fortimize Banking

Realize your digital mandate

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Solutions crafted by experienced bankers

FinTech is upending legacy silos and point solutions to a single-stack, 360° 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 industry professionals from commercial and retail banking, lending, and wealth management
  • Realize value quickly with preconfigured industry accelerators and agile implementations
  • Scale with thoughtful integrations in core banking technologies
  • Expand wallet share with insights and actionable analytics
  • Drive adoption and rewarding business outcomes with change management focused on users

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, manage and enrich client 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

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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

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Unapologetic commitment to the customer experience

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

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Resources

Industry Events & Perspective