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Fortuna Technology

New technologies are transforming the financial services industry. Gone are the days of costly servers and time-consuming upgrades. Smart companies are embracing web-based solutions to cut costs and drive performance.

Our approach in this area is centred on the Salesforce.com platform. Salesforce.com is firmly established as one of the leading CRM systems available on the market. It provides a 360 degree view of all your client activity and helps you to more effectively manage your sales, marketing and client servicing functions. Click here to see our Salesforce.com App Exchange listing, or to find out more and take out a trial click here.

Fortuna is a registered partner, certified consultant and administrator of Salesforce.com. We have extensive hands-on experience in customising and implementing the system within a financial services environment.

We help clients:
  • assess the merits of Salesforce.com in the context of their business needs
  • customise and implement chosen systems
  • automate the sales and lead generation processes
  • automate client communications
  • set up web-to-lead technology.

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Our practices

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Fortuna Consulting

Fortuna Technology

Fortuna Distribution

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Salesforce.com services [pdf]