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