We have been creating customized technology and cloud solutions for independent advisory firms going through rapid growth for more than 12 years.
We know your business and we know Salesforce, which allows us to move quickly and provide you with deeper insights and ultimately deliver a superior solution.
In short, we are THE Salesforce expert partner for financial services. Contact us today to learn how we can help create significant value and lasting impact for your business.
The Vantage Point
- We know Salesforce and we know your business.
- Our Salesforce consultants bring to you talent of the highest caliber to produce the best results.
- We go above and beyond with our customer service, offering around-the-clock expert support to ensure complete satisfaction.
- We become an extension of your team, serving as true partners and not just another consulting firm.
- We treat your business goals as if they were our own: We become obsessed with your success.
- We put your needs first no matter what, with dedicated resources focused only on the success of your project.
- We bring to you a distinctive approach to kick-starting and accelerating your technology transformation.
- We challenge the existing thinking, pushing the boundaries of what’s possible to deliver step-change outcomes.
- We create impactful results, not deliverables.
Our core values
drive us and guide us
CLIENT COMES FIRST
We are devoted to maintaining a client-first culture in which we always put the needs of the client ahead of our own.
STRIVE FOR EXCELLENCE
We demand excellence in all that we do, challenging ourselves to go beyond the status quo to perpetually improve.
INNOVATION IN OUR GENES
We are a team of creative problem-solvers who are always looking for innovative ways to deliver cutting edge solutions.
EAGER TO LEARN & GROW
We are always focused on self-improvement, challenging ourselves to get comfortable with the uncomfortable.
PASSION FOR IMPACT
Our passion for creating positive impact drives us to go above and beyond to deliver the best client experience.
ENTREPRENEURIAL SPIRIT & AMBITION
We know that to be our best we must take calculated risks, spot new opportunities and develop talent to embrace change.