Your Reliable Partner in Financial Services Technology
At Vantage Point, we specialize in Salesforce solutions exclusively for financial services organizations. With deep industry expertise and a proven track record, we deliver tailored CRM strategies, seamless integrations, AI-driven personalization, and dedicated managed services that empower your organization to drive growth, streamline operations, and significantly enhance client relationships.
150
+
Happy Clients & Growing
400
+
Successfully Completed Engagements
4.71/5.0
Client Satisfaction Rating
95%
+
Client Retention Rate
100 Years
+
Combined Financial Services Experience
Our Story
Built from Industry Experience, Dedicated to Your Success
Vantage Point was founded by David Cockrum, a former COO in the financial services industry, who recognized the unique technology challenges facing banks, wealth management firms, insurers, and fintech companies. Leveraging deep industry expertise and specialized knowledge of Salesforce, Vantage Point was created to bridge the gap between powerful CRM platforms and the specific needs of financial organizations.
Today, our senior-level, U.S.-based team remains passionately committed to delivering tailored, AI-driven solutions that streamline operations, strengthen client relationships, and drive sustainable growth for our clients.
David Cockrum
Founder & CEO
David Cockrum is the founder and CEO of Vantage Point, a specialized Salesforce consultancy exclusively serving financial services organizations. As a former Chief Operating Officer in the financial services industry with over 13 years as a Salesforce user, David recognized the unique technology challenges facing banks, wealth management firms, insurers, and fintech companies—and created Vantage Point to bridge the gap between powerful CRM platforms and industry-specific needs.
Under David’s leadership, Vantage Point has achieved over 150 clients, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95% client retention. His commitment to Ownership Mentality, Collaborative Partnership, Tenacious Execution, and Humble Confidence drives the company’s high-touch, results-oriented approach, delivering measurable improvements in operational efficiency, compliance, and client relationships.
David’s previous experience includes founder and CEO of Cockrum Consulting, LLC, and consulting roles at Hitachi Consulting. He holds a B.B.A. from Southern Methodist University’s Cox School of Business.
Randy Wandell
VP of Professional Services
Randy Wandell leads Vantage Point’s professional services delivery with over 40 years of technology leadership experience. His career spans from mainframe computing to becoming a Salesforce ecosystem expert, with senior roles at Appirio, EMS Consulting, and IBM, where he managed large consulting teams and drove operational excellence.
Randy’s leadership philosophy of “teaching people to fish” empowers teams through capability building and education, enabling scalable delivery processes while maintaining exceptional service quality.
His specialized expertise in financial services compliance, security requirements, and complex Salesforce integrations—combined with his hands-on approach to mentoring and innovation—makes him instrumental in driving customer success and elevating Vantage Point’s delivery capabilities.
Randy holds an Associate of Science degree in Computer Science from Pennsylvania College of Technology.
Our Values
The core values behind everything we do
At Vantage Point, our core values shape every decision, partnership, and project we undertake, ensuring exceptional outcomes for our financial services clients.
Ownership Mentality
We approach every engagement with accountability, proactively driving solutions that deliver real value for our clients.
Collaborative Partnership
Open, transparent communication drives our collaborative process, delivering solutions that reflect your specific needs and objectives.
Tenacious Execution
We persistently overcome challenges, delivering outstanding solutions with resilience and determination.
Humble Confidence
Our deep expertise is paired with humility, continuously learning and adapting to best serve our clients’ evolving needs.
Why Financial Services Exclusively?
Specialized Expertise Tailored for Your Industry
We deeply understand the unique challenges and opportunities within the financial services sector—strict regulatory compliance requirements, robust data security standards, evolving client expectations, and intense competitive pressures. By exclusively serving financial services firms, including wealth management firms, banks and credit unions, insurance providers, and fintech companies, we ensure our Salesforce and AI-driven solutions are not just technologically advanced, but precisely tailored and strategically aligned with the specific needs and objectives of your industry.
Wealth Management Firms
Streamline client onboarding, boost advisor productivity, and strengthen client relationships through tailored Salesforce and AI-driven solutions designed specifically for wealth management.
Banks & Credit Unions
Drive operational efficiency, improve customer experiences, and ensure regulatory compliance with integrated CRM solutions and strategic advisory that address the unique needs of banking institutions.
Insurance Providers
Enhance policyholder engagement, simplify claim processes, and leverage powerful analytics to provide personalized experiences through specialized Salesforce solutions.
Fintech Companies
Accelerate innovation, simplify integrations, and scale your growth efficiently with customized CRM implementations and AI-powered strategies tailored specifically for fintech firms.
Why Vantage Point?
Committed to Your Success, Every Step of the Way
Focused on Your Growth
We align our Salesforce and AI-driven solutions with your strategic business goals, proactively driving sustainable growth and lasting competitive advantage.
Discover how Vantage Point’s specialized Salesforce and HubSpot solutions can help your financial services firm achieve measurable, sustainable success.
