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

Credit Union rescues Salesforce rollout and drives $2M+ annual spend with Fortimize

A top US credit union came to Fortimize after a stalled Salesforce and MuleSoft implementation with a prior partner had left them with unresolved integration issues and a data model that prevented staff from getting a reliable view of their members. This $4B credit union was facing eroded organizational confidence as employees had to toggle between systems to answer basic member questions, treating people as account numbers rather than relationships.

Fortimize re-architected the MuleSoft integration and redefined the data model from the ground up to center everything on members. This provided every team with real-time access to full member relationships and history inside Salesforce. As a result, the credit union moved to a platform their teams depend on, eliminating manual verification and becoming a flagship Salesforce customer with over $2M in annual license spend. The rescue engagement by Fortimize grew into a multi-year strategic partnership and became a launchpad for further growth.

Credit Union