Case Studies · Topic
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Learn how a PE-backed fee-only wealth management firm achieved 340% ROI in 18 months by transforming legacy Salesforce Classic into a unified Lightning…
Discover how a $90B national RIA with 100+ offices unified scheduling and eliminated shadow IT with Salesforce Financial Services Cloud
Learn how a financial services firm achieved 100% CRM adoption and a 3:1 ROI with Salesforce after three failed implementations — leveraging Sales Cloud
See how a pioneering digital asset management firm eliminated years of technical debt and achieved 100% closed-loop revenue attribution by integrating…
Discover how a national life insurance distributor replaced its proprietary legacy CRM with a unified Salesforce ecosystem
See how a community savings and loan institution achieved 340% ROI, 93% reduction in manual data entry
Learn how a leading mortgage lender with 33 branches across 46 states recovered from a catastrophic failed Salesforce implementation, achieving 5x ROI
Discover how a $3.5B private equity firm with 100+ portfolio companies transformed investor relations through a four-year Salesforce journey spanning…
Learn how a distinguished institutional asset management firm achieved 3.5x ROI, 95% user adoption
Discover how a $22.6B asset management firm transformed client engagement with Salesforce Experience Cloud, Einstein AI, Seismic integration
Learn how a regional community bank achieved 115% renewal rates, 50% faster loan processing, and 60% fewer compliance errors through Salesforce digital ...
How Vantage Point helped a mid-market investment firm modernize operations, automate compliance, and deliver AI-driven client experiences with Salesforce
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