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.
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 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:
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:
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.
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.
Our combined approach delivers tangible business outcomes across key metrics:
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:
Our partnership is specifically designed for financial services organizations that need both sophisticated Salesforce capabilities and seamless team collaboration tools.
When you engage with Centro and Vantage Point, you're working with two customer-obsessed teams committed to your success:
Centro's Approach:
Vantage Point's Values:
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.
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.
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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