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

Orange Bank & Trust unifies client data in 16 weeks with Fortimize

Orange Bank & Trust, a community-focused financial institution, faced challenges with siloed data and disjointed business processes across its departments. To support business growth, the bank partnered with Fortimize to implement Salesforce Financial Services Cloud, seeking to centralize customer data and create a unified platform.

Fortimize conducted an in-depth review and quickly implemented tailored executive dashboards, role-based homepages, and reporting. This solution turned Salesforce into the backbone of the bank's operations, leading to increased transparency, simplified reporting, and a clear ROI. Teams were able to engage customers with full context, providing faster, more informed responses that enhanced overall efficiency and created a more seamless client experience.

Orange Bank & Trust