Fortimize B2B Case Studies & Customer Successes

Fortimize is a Salesforce Platinum Consulting Partner developing and implementing solutions for Financial Services. Headquartered in Manhattan and operating throughout the US, Fortimize empowers Financial Services teams to scale their businesses more quickly with better quality, and lower headcount. Their clients include commercial and retail banks, credit unions, public and private REITs, mortgage lenders, PE firms, I-bankers, M&A teams, wealth managers, family offices, trust companies, trading companies.

Case Studies

Showing 45 Fortimize Customer Success Stories

American Campus Communities streamlines maintenance and speeds resolution with Fortimize and Salesforce Service Cloud

American Campus Communities

Amherst Group improves rent collections and compliance with Fortimize

Amherst Group

Fortimize Partners With Successful Mortgage Originator

Bank of Manhattan

Bedrock streamlines commercial leasing with Fortimize

Bedrock

Big V Property Group achieves real-time cash flow visibility with Fortimize and Power BI

Big V

Capital Advisory Firm Achieves Scalable Deal Management with Fortimize and Salesforce

Capital Advisory Firm

CCF accelerates small-ticket lending with Fortimize and Salesforce Sales Cloud

CCF

a $4B credit union rescues its Salesforce implementation with Fortimize

Credit Union

Credit Union of Texas achieves faster loan product rollout with Fortimize's Financial Services Cloud and MuleSoft

Credit Union of Texas

Credit Union of Texas stabilizes digital lending with Fortimize and MuleSoft

Credit Union of Texas (cutx)

Customers Bank achieves 50% asset growth with Fortimize and Salesforce FSC + MuleSoft

Customers Bank

Customers Bank reduces risk and modernizes delivery with Fortimize and Salesforce Financial Services Cloud

Customers Bank

Customers Bank achieves full-funnel lending visibility with Fortimize's Marketing Cloud and nCino integration

Customers Bank

$4B Catastrophe Bond Fund Grows and Manages with Salesforce

Fermat Capital Management, LLC

Adam Schwartz

Director of Research and Development

Freedom Mortgage achieves $15M revenue recovery with Fortimize and Salesforce

Freedom Mortgage

Holualoa Companies - Customer Case Study

Holualoa Companies

Jim

Broker

an independent wealth management firm achieves a unified advisor view with Fortimize and Salesforce FSC

Independent Wealth Management Firm

Fortimize Partners With Jitterbit to Provide Fast Track Integration Solutions for Financial Services Customers

Jitterbit

Ron Wastal

Senior Vice President

Kimco Realty streamlines leasing and speeds approvals with Fortimize’s Salesforce Commercial Leasing Accelerator

Kimco Realty

Kimco Realty achieves real-time leasing visibility with Fortimize and CRM Analytics

Kimco Realty

Kimco Realty achieves cleaner data and smoother store openings with Fortimize and Salesforce + MRI

Kimco Realty

Kimco Realty improves ad-space forecasting and renewal tracking with Fortimize and Salesforce

Kimco Realty

Kimco Realty rebuilds leasing trust and tenant engagement with Fortimize's unified Salesforce leasing portal

Kimco Realty

Kimco Realty improves store opening visibility with Fortimize and TaskRay

Kimco Realty

a leading RIA firm achieves trusted advisor data and 46+ automated processes with Fortimize and Salesforce Financial Services Cloud

Leading RIA Firm

a mid-sized financial institution streamlines dealer onboarding and reduces compliance risk with Fortimize and Salesforce FSC + MuleSoft

Mid-sized Financial Institution

a North American property management group automates resident engagement with Fortimize and Salesforce Marketing Cloud

North American Property Management Group

Orange Bank & Trust achieves scalable analytics and faster reporting with Fortimize and Snowflake + Azure Synapse

Orange Bank & Trust

Orange Bank & Trust achieves a unified client view with Fortimize and Salesforce Financial Services Cloud

Orange Bank & Trust

Ponce Bank achieves a unified customer view and faster onboarding with Fortimize

Ponce Bank

Ponce Bank achieves a unified client view and faster service with Fortimize and MuleSoft

Ponce Bank

Ponce Bank boosts cross-sell and card servicing with Fortimize and Salesforce FSC

Ponce Bank

a private wealth firm doubles AUM and revenue with Fortimize and Salesforce

Private Wealth Firm

Property Management Co modernizes leasing and gains full-funnel visibility with Fortimize and Salesforce + Yardi integration

Property Management Co

a regional community bank achieves real customer 360 and faster lead conversion with Fortimize and Salesforce Financial Services Cloud

Regional Community Bank

a regional power systems manufacturer and service provider unlocks recurring service revenue with Fortimize and Salesforce Sales Cloud

Regional Power Systems Manufacturer and Service Provider

a regional trust and asset management firm streamlines onboarding and client service with Fortimize Salesforce solutions

Regional Trust & Asset Management Firm

Regional Wealth Bank turns Marketing Cloud into a growth engine with Fortimize

Regional Wealth Bank

Fortimize and Riva Partner to Help Enhance the Customer Experience for Financial Services Institutions

Riva

Dawn Radecki

Director of Channel Sales

Root Capital cuts FX loan servicing time by 50% with Fortimize’s Salesforce + nCino solution

Root Capital

San Francisco Bay Area Regional Center - Customer Case Study

San Francisco Bay Area Regional Center

Fortimize Partners With Taskray Open to Support Financial Services Organizations as They Return to Offices and Properties

TaskRay

Teacher’s Pension & Insurance Services Chooses Fortimize

Teacher’s Pension & Insurance Services

The Amherst Group streamlines field sales tracking with Fortimize and Salesforce Experience Cloud

The Amherst Group

a top 100 U.S. credit union grows SEG outreach with Fortimize and Salesforce Sales Cloud

Top 100 U.S. Credit Union

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