Fortimize continues to run Agentforce programs for the same clients.

We believe the people inside banks, credit unions, and real estate firms deserve technology that actually works for them, not against them. That belief is why we started in 2012. It's still why we come to work. The results have followed. Banks we work with have saved 60,000 hours a year and cut loan processing costs by $1,500 per loan. Real estate firms have replaced failed implementations with systems their leasing, deal, and finance teams genuinely use. One in three of our real estate clients came to us after another partner couldn't finish what they started. We're Fortimize. A 100% employee-owned, North America-based Salesforce consultancy for banks, credit unions, and real estate firms, with deep roots in wealth management, insurance, and commercial services. No offshore. No outsourcing. The team you meet is the team that does the work. 98% on time and on budget. 3.5-year average client partnership. 4.9/5 on AppExchange. We're proud of those numbers, but prouder of what they represent: organizations that trusted us, and didn't regret it. The noise in this industry is real. AI, Agentforce, IDP, Data Cloud. We help cut through it, not by chasing every new thing, but by knowing which ones actually matter for your people. You don't have to figure this out alone.

Founded 2012