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Salesforce For Banking
Optimize Operations & Strengthen Loyalty
Fortimize helps banks and credit unions turn their Salesforce investment into a growth driver. While others hesitate, modern banks and credit unions are expanding Financial Services Cloud to power AI-driven experiences to boost efficiency, capture wallet share, and connect with customers/members.
Banks
Future-Proof Your Bank’s CRM
Customers expect seamless digital experiences, and a strong CRM strategy is essential. Our advisors help banks build a business case for CRM evolution—ensuring a smooth, secure setup with minimal disruption.
Credit unions
Elevate Member Experiences
Members expect personalized, relationship-driven experiences—whether online or in-branch. Our advisors help credit unions evolve their CRM strategy to drive loyalty, keeping adoption at the forefront.
Confidently Optimize, Adapt & Scale
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Speak to an Account Executive
Fortimize was founded by institutional representatives for financial services. Our people first methodology means we’re here to talk through and discuss any questions you may have, regardless of where you are in your CRM journey.
Commercial Banking
Salesforce optimizes commercial banking by automating workflows, streamlining relationship management, and enhancing lending processes.
- Digital Account Opening
- Treasury & Cash Management
- Digitization of Annual Reviews
- Lending & Loan Origination
Retail Banking
In retail banking, it personalizes customer interactions, improves service efficiency, and drives loyalty through AI-driven insights.
- Digital Branch Management
- Contact Center Servicing: Social, SMS, Agent & Bot
- Data Analytics & Integrations
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Wealth Management
For wealth management, Salesforce enables tailored financial planning, automates compliance, and strengthens client relationships.
- Aggregated Household View
- Digital Appointment Scheduling
- Guided Onboarding & Account Opening
- Portfolio Reporting & Portals
Morgage & Lending
For lending, Salesforce can automate approvals and document handling for mortgages, leasing, and equipment financing.
- Automate Loan & Leasing Processing
- Built Personalized Borrower Experiences
- Track Risks & Built Predictive Analytics
- Integrate Loan Origination & Service Platforms
CRM Services & Accelerators
Banks and credit unions have options at every stage of their Salesforce journey.
