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Salesforce Implementation for FinTech That’s Fast, Compliant, and Built to Scale

FortéNext helps FinTech companies launch and evolve Salesforce systems that support secure onboarding, automated operations, and hyper-growth - all while staying ahead of compliance and customer expectations.

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Built for How FinTechs Actually Operate

120

Salesforce specialists

150

Salesforce certifications

100

Salesforce Lightning projects

"At FortéNext, we combine the power of Salesforce and ServiceNow to deliver secure, scalable digital solutions tailored for FinTech.

"As the industry pushes toward faster onboarding, smarter servicing, and automated compliance, our team brings the cross-platform expertise needed to make your next Salesforce initiative a success - whether it’s a customer portal, a mission-critical integration, or specialized support to fill internal gaps."

Nadiya Kreynin

CEO at FortéNext

Cross-Functional Training That Drives Real Adoption - From RevOps to risk teams to client onboarding, we equip every stakeholder with training designed for how they use Salesforce. Personalized coaching ensures fast uptake - no matter your users' tech comfort level or regulatory obligations.
Agile Enhancements That Evolve With You - Markets change. Products shift. Regulations tighten. We don’t walk away after launch - we continuously refine your Salesforce org as you expand to new geographies, products, and compliance frameworks.
Tailored Development for FinTech-Specific Use Cases - Whether it’s KYC/AML onboarding flows, multi-step loan approvals, automated document workflows, or investor dashboards, we don’t just customize Salesforce - we engineer solutions to reflect how your platform actually works.

Connected to Your Stack - Fast We integrate Salesforce with modern FinTech tools and services - from core banking systems and payment rails to ID verification (e.g. Alloy, Onfido), billing (e.g. Stripe, Paddle), and messaging platforms.
FinTech-Friendly AI Automation - With Agentforce 2.0 and other Salesforce AI tools, we help FinTech teams automate fraud alerts, risk scoring, customer tiering, and next-best-action in onboarding and servicing.

Speed to market meets security by design.

We can train your team

Address user adoption challenges and help your team make the most of your Salesforce platform, with our customized one-to-one and group training sessions.

Ongoing enhancements & optimizations

As your business grows, so does your infrastructure. We’ll optimize your Salesforce to work for you, tackle technical debt, streamline business processes, and turn missed opportunities into wins.

Custom Salesforce development

Thanks to our strategic approach, we will tailor your Salesforce platform, to address your most challenging pain points.

Why fintech leaders choose FortéNext, time and time again

“In just 30 days, FortéNext successfully launched a Salesforce B2B Commerce purchasing portal on our Lightning Experience platform. This launch - which was the first of its kind.”

Paul Chong

Senior Director of Product Management, B2B Commerce at Salesforce

Our qualified specialists can fill any role in your Salesforce team:

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Developers
Administrators
Architects
Business analysts
QA engineers
UI/UX designers

Global presence:

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With headquarters in the USA, and delivery centers across Europe and Latin America, FortéNext has the capacity, capabilities, and corporate culture needed to seamlessly augment your Salesforce team with our resources.

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Our FinTech Implementation Framework

Discovery

We assess your product lifecycle, customer flows, compliance responsibilities, and platform architecture.

Planning

We define a roadmap that aligns Salesforce functionality with operational goals, automation needs, and security models.

Implementation & Training

We configure, customize, integrate, and train your teams - ensuring each department gets the tools they need to move faster and stay compliant.