Enable Salesforce Data 360

Your team is making decisions on incomplete data. Let's fix that.

Data 360-in-a-Box connects your two most critical systems in 4–6 weeks. Fixed price. No scope creep.

When system speak the same language, teams, move faster.

Samples Alerts for Banks & Credit Unions

Credit

If a customer's or member's credit score is decreasing over time...

Refinance

Alert financial wellness teams to offer guidance or refinance options.

Balance

If a household's average balance is trending up over accounts...

Products

Share recommendations for higher-yield accounts/investments.

Account

If a customer or member visits a branch or calls...

Visibility

Prompt account history, balances, products, or risk profiles.

Sample Alerts Real Estate & Commercial Firms

Web Visit

If a prospect views a space or, product or listing multiple times...

Sales Rep

Notify a leasing or sales rep to follow up or offer a walkthrough.

Application

If a prospect begins but doesn’t complete an application or proposal...

Reminder

Send an alert to the team for personalized outreach.

Engagement

If users haven’t logged in, submitted payment, or renewed access...

Reminders

Trigger a proactive check-in from sales management.

Fortimize Delivers

Trusted by banks, credit unions, and real estate firms across North America.

2012

4.9/5

97.8%

3.5 y

Everything included for $70K.

Included for $70K

Nothing billed after.

Configuration

Lay the foundation.

Source Ingestion

Connect and clean data.

Segmentation

Turn data into action.

Team Visibility

Deliver team visibility.

Two sources in. One truth out.

Fixed scope. Fixed price. Starts when you’re ready.

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Data 360 Client Stories

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* These offers are accelerator-based MVP solutions intended for organizations already running Salesforce products such as Financial Services Cloud, Sales Cloud, or Service Cloud. Pricing reflects standardized, repeatable builds and other assumed parameters and is subject to a pre-sales discovery call to confirm scope and pricing; exclusions apply.