The Salesforce Consulting Partner for Financial Services

We enable today’s leaders to solve complex business challenges and unlock the full potential of the Salesforce platform.

Our Core Focus

Implementation

Financial Services Coud

Experience Cloud

Marketing Cloud

Tableau & CRMA

Strategic Services

Digital Transformation

Technical Architecture Review

Process Optimization

Change Enablement

Ongoing Success

Managed Services

Platform Optimization

Training & Enablement

Continuous Innovation

Trusted By Industry Leaders

“Out of all of the vendors we have tried to work with, and it was many over the years, Vantage Point is the only Salesforce consulting team who has actually delivered on their contract, their commitments, and their skills above and beyond expectation. Fast, skilled, and knowledgeable across all of Salesforce. Have already and will continue to contract with them.”
— Lido Advisors

150+

Happy Customers and Growing

4.9/5

CSAT score on
AppExchange

100%

Salesforce Certified
Team

100%

US-based & Employee
Owned

The Vantage Point Difference

  • The team working on your account will have 20+ years of hands-on experience in niche financial segments and Salesforce. No button pushers.

  • Onshore teams allow easier collaboration, oversight, and seamless teamwork through aligned working hours. We can also help organizations better comply with local regulations and compliance.

  • Since your point of contact is also someone doing the work and not delegating, they become a true extension of your team. No let-me-check-on-that’s.

  • As the most experienced financial services Salesforce consulting partner, we have worked on over 400 projects. Never wonder if we can do it or if we just say we can.