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

Customers Bank modernizes Salesforce in 14 weeks with Fortimize

Customers Bank faced the challenge of modernizing its delivery processes amidst deeply rooted legacy behaviors and inconsistent adoption of its Salesforce platform. This lack of a unified framework slowed progress and limited the impact of their investment. To address this, the bank partnered with vendor Fortimize for advisory and implementation services.

Fortimize partnered with the bank's internal team to redesign its delivery from the ground up by adopting an agile mindset and working in sprints. This shift reduced risk, rebuilt delivery trust, and established scalability. For the bank's own customers, this resulted in smoother platform transitions with minimal disruption, enhancing their overall experience and satisfaction.

Customers Bank