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

Root Capital cuts FX loan servicing time by 50% with Fortimize

Root Capital, a nonprofit impact investment fund, faced challenges in managing its growing global lending portfolio, particularly with complex foreign currency and syndicated loans. Their reliance on manual processes and disconnected systems was slowing operations and increasing risk. They partnered with Fortimize to address these inefficiencies.

Fortimize implemented an integrated solution using Salesforce and nCino to centralize Root Capital's entire loan lifecycle. This new platform connected directly to their banking tools, streamlining multi-currency workflows. As a result, Fortimize helped Root Capital cut foreign currency loan servicing time in half and successfully manage complex multi-party deals with greater precision and less risk.

Root Capital