Where integration technology meets industry expertise

In today's fast-paced financial services landscape, technology alone isn't enough—you need the right combination of powerful tools and expert implementation to drive real business outcomes. That's why Centro and Vantage Point have partnered to deliver a comprehensive solution that bridges cutting-edge integration technology with deep industry expertise.

A Partnership Built on Complementary Strengths

Our partnership combines Centro's innovative no-code integration platform with Vantage Point's specialized Salesforce consulting expertise for financial services. Together, we help wealth management firms, banks, credit unions, insurance companies, and fintech organizations transform how their teams collaborate, automate workflows, and drive measurable ROI.

Centro: Breaking Down Communication Silos

Centro specializes in native, no-code integrations that connect Salesforce with Slack and Microsoft Teams. Founded in 2020 by a team of Salesforce and Slack veterans, Centro eliminates the chaos of disconnected conversations by creating a seamless bridge between your CRM and collaboration platforms.

Key Centro Capabilities:

• Real-Time Collaboration: Create Salesforce records directly from Slack or Teams without switching applications
• Intelligent Automation: Automate case creation, deal rooms, and notifications using familiar tools like Salesforce Flow
• AI-Powered Efficiency: Leverage Centro AI and Agentforce integrations to summarize conversations, deflect cases, and accelerate resolution times
• Flexible Deployment: Support for both Salesforce-licensed and non-licensed users, ensuring your entire team can collaborate effectively

Vantage Point: Financial Services Salesforce Expertise

Vantage Point brings over 150 years of combined industry experience to Salesforce implementations tailored exclusively for financial services. Founded in 2018 by David Cockrum, a former financial services COO, Vantage Point understands the unique challenges of regulatory compliance, data security, and operational efficiency in the industry.

Core Vantage Point Services:

• Strategic Salesforce Implementations: Custom deployments of Financial Services Cloud, Sales Cloud, and Service Cloud
• AI-Driven Personalization: Salesforce Einstein integrations that enable predictive insights and personalized client experiences
• System Integration & Data Migration: Unifying disparate systems to eliminate data silos and create a single source of truth
• Managed Services: Ongoing optimization, training, and support with a 95%+ client retention rate
• Compliance Solutions: Ensuring adherence to financial regulations and data governance standards

How We Work Together to Deliver Value

Our partnership creates a powerful synergy: Centro provides the integration infrastructure that connects your teams, while Vantage Point ensures your Salesforce environment is strategically designed and expertly implemented to support your business objectives.

The Joint Delivery Model

When financial services organizations work with both Centro and Vantage Point, they benefit from:

1. Comprehensive Discovery & Strategy

Vantage Point begins by understanding your business processes, pain points, and objectives. They design a Salesforce architecture that aligns with your operational needs and regulatory requirements, while identifying opportunities where Centro's integrations can accelerate collaboration and productivity.

2. Expert Implementation & Integration

Vantage Point implements your Salesforce environment with best practices for financial services, including data models, workflows, and security protocols. Simultaneously, Centro integrations are configured to connect Slack or Teams with your Salesforce instance, enabling seamless communication and automation from day one.

3. User Adoption & Change Management

Both teams work collaboratively to ensure successful adoption. Vantage Point provides comprehensive training on Salesforce best practices, while Centro's intuitive, no-code approach means users can start creating cases, logging activities, and collaborating in chat without a learning curve.

4. Continuous Optimization & Innovation

Post-implementation, Vantage Point's managed services ensure your Salesforce environment evolves with your business needs. Centro regularly releases new features—like recent Agentforce integrations for Microsoft Teams—that our teams deploy to keep you at the forefront of innovation.

Real-World Impact: Driving Measurable ROI

Our combined approach delivers tangible business outcomes across key metrics:

For Service & Support Teams

• 40% reduction in case resolution time through Centro's Slack-to-Case and Teams-to-Case integrations
• 8x faster response times with real-time notifications and automated escalations
• 4+ hours saved per agent weekly by eliminating context switching between applications
• Enhanced customer satisfaction through faster, more coordinated responses

For Revenue Operations & Sales Teams

• 20% reduction in lead-to-close time using Centro's deal room collaboration features
• 30% increase in advisor capacity through AI-driven automation and workflow optimization
• 500%+ ROI from fintech-CRM integrations designed and implemented by Vantage Point
• Improved data accuracy with automated activity logging from chat conversations

For Financial Services Organizations

• Streamlined compliance with Vantage Point's regulatory expertise and Centro's secure, SOC-compliant infrastructure
• Reduced operational risk through unified data management and automated workflows
• Higher user adoption (4.71/5 average satisfaction for Vantage Point implementations)
• Scalable growth with flexible architectures that support expanding teams and new business lines

Success in Financial Services: A Proven Track Record

Vantage Point has completed over 82 verified Salesforce projects with 20 certified experts, while Centro is trusted by organizations across industries for its powerful yet easy-to-use integrations.

Together, we've helped:

• Wealth management firms streamline advisor workflows and enhance client onboarding
• Banks and credit unions improve operational efficiency and customer engagement
• Insurance agencies optimize policyholder experiences and automate claim processes
• Fintech companies scale rapidly with agile CRM implementations and real-time collaboration

Our partnership is specifically designed for financial services organizations that need both sophisticated Salesforce capabilities and seamless team collaboration tools.

Getting Started: A Partnership That Puts Customers First

When you engage with Centro and Vantage Point, you're working with two customer-obsessed teams committed to your success:

Centro's Approach:

• Free trials and quick-start packages for rapid deployment
• Responsive support team with deep product expertise
• Flexible pricing starting at $15/connected user/month
• Continuous innovation with regular feature releases

Vantage Point's Values:

• Ownership mentality with long-term partnership focus
• 100% U.S.-based, senior-level team
• White-glove service tailored to your industry
• Proven track record with 95%+ client retention

The Future of Financial Services Collaboration

As financial services organizations increasingly adopt hybrid work models and seek to leverage AI for competitive advantage, the need for integrated technology ecosystems has never been greater. Our partnership ensures you're not just keeping pace with change—you're leading it.

By combining Centro's innovative integration platform with Vantage Point's deep financial services expertise, we deliver a complete solution that transforms how your teams work, accelerates business outcomes, and drives measurable ROI.

Ready to Transform Your Salesforce Experience?

Whether you're planning a new Salesforce implementation, looking to enhance your existing environment, or seeking to unlock the full potential of Slack and Microsoft Teams integration, our partnership offers the expertise and technology you need.

Explore Centro's Integration Solutions: www.centro.rocks

Discover Vantage Point's Financial Services Expertise: www.vantagepoint.io

Let's work together to build a more connected, efficient, and productive future for your organization. Contact either team today to learn how our partnership can deliver value for your business.

About Centro: Founded in 2020 and headquartered in Boulder, Colorado, Centro provides native, no-code integrations between Salesforce and workplace chat platforms like Slack and Microsoft Teams. Centro's mission is to eliminate communication chaos and help teams collaborate more effectively within their CRM.

About Vantage Point: Founded in 2018, Vantage Point is a specialized Salesforce consulting firm dedicated exclusively to financial services. With over 400 completed engagements and 150+ clients, Vantage Point delivers AI-driven CRM solutions, strategic implementations, and managed services that drive growth, efficiency, and compliance.

About the Author

David Cockrum is the founder of Vantage Point and a former COO in the financial services industry. Having navigated complex CRM transformations from both operational and technology perspectives, David brings unique insights into the decision-making, stakeholder management, and execution challenges that financial services firms face during migration.

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• • • Email: david@vantagepoint.io
    • Phone: 469-499-3400
    • Website: vantagepoint.io