Fortimize, a Salesforce Consulting Partner for Financial Services companies, has teamed up with Kyloe Digital, the most comprehensive, turnkey customer engagement solution for the Asset Management industry, powered by Salesforce, to become a preferred services partner.
As a preferred services partner, Fortimize will lead implementations for new Kyloe Digital customers and work with existing customers to enhance and innovate on the platform.
“Kyloe Digital is an excellent Asset Management solution for companies managing high-touch institutional and individual relationships, as well as high-volume intermediary and retail customers.
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Through direct industry experience, Kyloe has built a robust end-to-end solution that Asset Management firms can be onboarded to within weeks. Fortimize is proud to be intimately working with these firms to elevate their customer-engagement efforts.” – Dan Vonsover, VP, Industries, Fortimize
“We are very excited to announce Fortimize as a preferred services partner because their deep Financial Services industry expertise and expansive knowledge of the Salesforce platform aligns perfectly with the needs of Kyloe customers.
Fortimize will provide us scale to service even more clients and meet the needs for onboarding, custom integrations, and extensions on our core features. With Fortimize we’re building a highly repeatable delivery model that will enable us to deliver even more value faster.” – Brennan Burkhart, Founder, Kyloe
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