Fortimize Convenes Banking and Credit Union Leaders at Dreamforce 2026

Nearly 100 leaders from more than 40 institutions, and a Wednesday agenda built on Salesforce work already running in production.

JACKSON, WY, UNITED STATES, September 3, 2026 /EINPresswire.com/ -- Most of what a bank learns about running a Salesforce program, it learns from other banks. Fortimize, a Salesforce consulting partner working with banks, credit unions, and real estate firms, is hosting two gatherings in San Francisco this September for financial institution leaders attending Dreamforce 2026.

The two events together seat nearly 100 banking and credit union leaders from more than 40 institutions. Both are built around peer conversation, and both continue a practice of pulling banking and credit union executives out of the general conference schedule into rooms sized for their own questions. The technology rarely stalls a banking transformation. The change underneath it does, and that's harder to work out alone.

An Executive Dinner

• Tuesday, September 15
• Perbacco
• Private, invite-only event. Contact your Salesforce representative for details.

Guests will work through table topics over dinner with Jim Collins, Salesforce's financial services expert, before the rest of Dreamforce week gets underway.

A Working Summit

• Wednesday, September 16
• Salesforce West
• Private, invite-only. Contact your Salesforce representative for details.

Fortimize will lead a session on turning member and account data, drawn from sources like credit files and alternative data providers, into offers that reach a banker inside the daily workflow.

What Banks and Credit Unions Are Showing

The Wednesday session runs on customer material. Institutions present their own work, already in production, in short segments, with the discussion happening in the room rather than after it.

This year's agenda covers:

• Agentforce in production, including the use cases their owners chose not to automate
• Case management rebuilt around a high-volume servicing queue
• Contact center efficiency, and which changes moved the number
• An AI chatbot working alongside transaction dispute management
• MuleSoft and Informatica integration architecture, from institutions running both
• Dealer onboarding, trust onboarding, and intelligent document processing inside a single multi-line institution
• Marketing Cloud personalization and frontline user experience work

Additional conversations will cover Spiff, Slack, and Data 360.

Fortimize is building three demonstrations for the session, presenting alongside the institutions showing their own work. Banks and credit unions interested in attending can inquire through their Salesforce representative.

"A bank can buy every capability on the roadmap and still find its bankers working out of spreadsheets in month eighteen," said John Hamon, Founder and CEO of Fortimize. "What closes that gap is unglamorous: something small, live, and in daily use early, while the attention that got the purchase approved still holds. That conversation goes better when the person across the table has already run it."

A Trusted Salesforce Partner

Fortimize's standing with Salesforce and with banking and credit union leaders makes both events possible. The Tuesday dinner is co-hosted with Salesforce's financial services team, and the Wednesday summit runs in Salesforce's own space.

The same reputation holds across wealth management, insurance, and real estate: stalled Salesforce orgs stabilized and shipping value again in weeks, without starting over. That record is why banking and credit union leaders keep sitting down with the team each year.

Fortimize's delegation will include:

• John Hamon, Founder & CEO
• Victoria Smith, COO
• Daniel Fusco, Account Executive
• Stephen Tang, Senior Account Executive
• Staci Tischer, Marketing & Alliances

Banks and credit unions headed to Dreamforce who would like to connect with the Fortimize team on-site can reach out directly.

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About Fortimize

Fortimize is a team-owned Salesforce consultancy dedicated to supporting banks, credit unions, and real estate firms. Since 2012, the company has delivered tailored technology solutions that streamline operations, strengthen client relationships, and enhance customer outcomes. Visit fortimize.com for more information.

Staci Tischer
Fortimize
+1 815-302-5553
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