Fortimize

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Fortimize is a team-owned consulting firm specializing in delivering Salesforce and Data & Analytics solutions tailored for the financial services and real estate industries. Since 2012, Fortimize has successfully completed over 1,000 projects across North America, focusing on creating people-first business solutions that empower organizations to enhance customer experiences and drive strategic growth. Key Features and Functionality: - Salesforce Expertise: Proficient in implementing and managing Salesforce products, including Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud, MuleSoft, Marketing Cloud, Data Cloud, Customer 360 Platform, Tableau, CRM Analytics, and Shield. - Industry-Focused Solutions: - Banking: Retail banking, customer/member 360, core integration, customer service, application management, and householding. - Real Estate: Investor relations, property management, asset management, marketing, transactions, and leasing. - Private Equity: Fundraising, asset and portfolio management, and transactions. - Wealth & Asset Management: Relationship management, client retention, client onboarding, and activity management. - Flexible Service Models: Offers tailored services, including fixed-scope implementations with agile project methodologies and enhanced managed services for continuous solution optimization aligned with business needs. Primary Value and Solutions Provided: Fortimize addresses the unique challenges of financial services and real estate organizations by delivering customized Salesforce and data solutions that streamline operations, enhance customer relationships, and drive business growth. By focusing on industry-specific needs and leveraging deep expertise in Salesforce products, Fortimize enables clients to achieve quicker time-to-value, improve operational efficiency, and confidently scale their businesses.