Salesforce IntegrationS

Accelerate Value

In financial services, time is critical and data errors are risks, not mistakes. For over a decade, Fortimize has delivered trusted, tailored integrations and accelerators—ensuring secure, seamless data flow and governance.

Salesforce Integrations Built for Performance

Every ecosystem is unique, and third-party tools play a vital role in your business’s operation. From strategy to API optimization and data migration, we help your team work smarter up to 35% faster. 

An illustration of how AI is revolutionizing the real estate industry by enabling smart buildings and intelligent property management.

Rooted in Data for Better Decision Making

We help financial institutions accelerate smart decision-making with strong data governance and tech that drives transformation.

Data Strategy

Get real-time customer insights by eliminating delays and outdated data. Make faster, smarter decisions.

Platform & Architecture

Our proven data mapping strategies prevent duplicates, creating a single source of truth for every customer.

Visualization

Structure accounts properly for clearer relationships, better personalization, and smarter service.

Product Accelerators

Banking

Credit Score

Automate Credit Score reviews to offer ‘next best’ product or action. 

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Banking

Balance Trend

Automate Credit Score reviews to offer ‘next best’ product or action. 

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Banking

Blend Connector

Streamline account openings and increase application conversions.

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Banking

Jack Henry Symitar

Integrates financial and engagement data into one view.

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Real Estate

Commercial Leasing

Manage leads, contacts, leases, and approvals in one platform.

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Real Estate

Deal Management

Manage pipeline data, deadlines, and tasks across departments,

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Real Estate

MRI Connector

Seamlessly push MRI data into Salesforce Sales Cloud.

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Insurance

Renewals

Centralize and track renewals opportunities for underwriters.

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Looking for another type of connector?

Give us a call and tell us what you need—we’re constantly building accelerators, and chances are, it’s already in motion.

A strong ecosystem starts with smart connections.

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins