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Digital Transformation in the Financial Services Industry During COVID by Jim Collins
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Realize your business goals through transformative customer engagement

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

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

“Fortimize’s Banking Practice revealed a different kind of consulting partner, one who speaks the language of our bank and articulates a thorough understanding of the environment we are working within, including the nuances of our industry."

VP Information Technology, Orange Bank & Trust

"Fortimize's Banking Practice not only brought the industry expertise we needed to successfully implement FSC in a timely and cost effective manner, but their organization was the right culture fit and aligned perfectly with our organization which made the implementation go very smoothly."

SEVP, Customers Bank

“The Fortimize team worked efficiently and effectively to get my Bank up and running on Salesforce. I am very appreciative of the strong project management and flexibility that you provided throughout our journey.

SVP, Lowell Five

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→

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