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Your reliable partner in Financial Services, offering AI-driven data solutions to transform your business.

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

What We Do Best

Specialized Salesforce  Solutions Tailored Exclusively for Financial Services

Implementation & Integration

  • Salesforce Financial Services Cloud

  • HubSpot CRM & Marketing Automation

  • Salesforce Marketing Cloud

  • Experience Cloud Solutions

  • Tableau & CRM Analytics

 

Strategic Advisory

 

  • Digital Transformation Roadmapping

  • Strategic CRM & AI Consulting

  • Technical Architecture Reviews

  • Process Optimization & Automation

  • Change Management & Enablement

Managed Services & Ongoing Support

  • Comprehensive Managed Services

  • Platform Health Checks & Optimization

  • User Training & Enablement

  • Continuous Innovation & Enhancement

 

Implementation
& Integration

  • Salesforce Financial Services Cloud

  • Salesforce Marketing Cloud

  • Experience Cloud Solutions

  • Tableau & CRM Analytics

Strategic Advisory

  • Digital Transformation Roadmapping

  • Strategic CRM & AI Consulting

  • Technical Architecture Reviews

  • Process Optimization & Automation

  • Change Management & Enablement

 

Managed Services & Ongoing Support

  • Comprehensive Managed Services

  • Platform Health Checks & Optimization

  • User Training & Enablement

  • Continuous Innovation & Enhancement

Our Services

 High-impact Salesforce solutions, customized for Financial Services

We deliver specialized CRM implementations, seamless platform integrations, AI-driven personalization, and dedicated managed services designed to boost productivity, enhance client engagement, and accelerate your organization’s growth.

Partner with Vantage Point to unlock the full potential of your technology investments.

Implementation

Salesforce Implementation & Advisory

We deliver strategic implementations of Salesforce Financial Services Cloud, Sales Cloud, and Service Cloud, tailored precisely to your unique business workflows, regulatory requirements, and client needs.

 

Marketing

CRM & 
Marketing Automation

Seamlessly integrate powerful CRM and marketing automation tools with your Salesforce platform to improve lead generation, nurture client relationships, and ensure cohesive communications.

 

Analytics

AI-Driven Personalization
& Analytics

Harness advanced analytics and Salesforce Einstein AI to deliver personalized client experiences, actionable insights, and automated decision-making—driving better engagement and increased revenue.

Data Migration

System Integration & 
Data Migration

Unify disparate systems and eliminate data silos by integrating Salesforce with your existing technology stack, ensuring a single source of truth and seamless operational efficiency.

Risk Management

Workflow Automation
& Process Optimization

Streamline manual processes, enhance productivity, and reduce operational risk through customized workflow automation and process optimization solutions specifically designed for financial institutions.

Managed Services

Managed Services
& Ongoing Support

Enjoy peace of mind with our proactive managed services, including continuous platform optimization, routine health checks, tailored user training, and dedicated support from our senior-level experts.
Strategy

Custom Strategic Consulting

We understand every financial services firm is unique. Engage with our senior consultants to develop strategic CRM and digital transformation roadmaps precisely aligned with your firm’s vision, culture, and long-term objectives.

 

Security

Compliance & 
Security Solutions

Leverage our deep understanding of financial industry regulations and data security best practices to ensure your Salesforce implementations fully adhere to compliance standards and data governance policies.

 

Change Management

Advisory & Change Management

Navigate digital transformations confidently with strategic guidance, technical architecture reviews, and proven change management practices that minimize disruption and maximize adoption.

Industries We Serve

Expert Salesforce Solutions Tailored to Your Industry

Wealth

Wealth Management

Enhance advisor productivity and elevate client relationships with customized Salesforce Financial Services Cloud implementations, seamless integrations, and AI-driven personalization that streamline your entire wealth management lifecycle.

Banking/Credit Unions

Banking & Credit Unions

Drive operational efficiency, compliance, and customer engagement through integrated CRM platforms and powerful marketing automation. Our Salesforce solutions empower banks and credit unions to deliver exceptional digital experiences.

Insurance

Insurance

Optimize policyholder experiences, improve renewal rates, and streamline claim processes. We help insurers leverage Salesforce’s AI and automation tools, integrated seamlessly to enhance every client interaction.

Fintech

Fintech

Accelerate growth, improve user experiences, and seamlessly integrate your fintech platforms with Salesforce. Our expertise in data-driven personalization and agile implementations ensures your technology aligns with your innovative vision.

Our Core Values

Guiding Principles That Drive Excellence in Financial Services Technology

Ownership Mentality

We take pride and accountability in every engagement, empowering our team members to proactively seek solutions and deliver measurable outcomes. Embracing responsibility, transparency, and continuous improvement ensures exceptional quality and effectiveness for our clients.

Collaborative Partnership

True success arises from close collaboration—both within our team and alongside our clients. We foster open, clear communication, pooling expertise to create innovative, customized solutions that directly align with our clients’ strategic goals.

Tenacious Execution

We approach every challenge with determination, resilience, and unwavering commitment. Our clients trust us to persistently drive their projects forward, overcoming obstacles and consistently delivering the impactful results they expect and deserve.

Humble Confidence

We combine deep industry expertise with humility, remaining open to growth, feedback, and continuous learning. Our balanced approach ensures that we confidently provide valuable insights while respectfully partnering with our clients to navigate evolving business and technological landscapes.

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Resource Center

Insights and Best Practices for Financial Services Technology

Explore our latest articles, guides, and case studies focused on Salesforce, AI-driven solutions, and strategic insights tailored specifically for financial services professionals.

The Integration Revolution: How AI and Wealth Tech Are Transforming Financial Advisory

The Integration Revolution: How AI and Wealth Tech Are Transforming Financial Advisory

Why disconnected systems are costing advisors 15+ hours every week—and how the smartest firms are solving it

The Integration Revolution: How AI and Wealth Tech Are Transforming Financial Advisory
David Cockrum

October 28, 2025

Salesforce
Bridging FinTech & CRM Strategically: A Comparative Framework for Financial Services Modernization

Bridging FinTech & CRM Strategically: A Comparative Framework for Financial Services Modernization

A Strategic Framework for Financial Services Leaders: When to Leverage CRM Core Capabilities vs. Integrate Specialized FinTech Solutions

Bridging FinTech & CRM Strategically: A Comparative Framework for Financial Services Modernization
David Cockrum

October 28, 2025

Salesforce
Introducing Our New Digital Home: vantagepoint.io Built on HubSpot Content Hub

Introducing Our New Digital Home: vantagepoint.io Built on HubSpot Content Hub

We're thrilled to unveil the all-new vantagepoint.io—a complete reimagining of our digital presence, now powered by HubSpot Content Hub. Th...

Introducing Our New Digital Home: vantagepoint.io Built on HubSpot Content Hub
David Cockrum

October 27, 2025

Salesforce

Ready to Transform Your Financial Services Firm?

Partner with Vantage Point to unlock the full potential of your Salesforce investments. Together, we'll streamline your operations, enhance client engagement, and accelerate your growth with strategic CRM implementations and AI-driven solutions designed specifically for financial services.

FINS

Testimonials

Proven Success You Can Trust

With a 100% certified, senior-level team, Vantage Point has successfully completed over 400 engagements—delivering measurable outcomes and driving growth for more than 150 satisfied clients nationwide. Our 100% US-based, employee-owned firm consistently earns outstanding client feedback, with an average satisfaction rating of 4.71 out of 5.0.

“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