Dreamforce 2026 for Regulated Firms: Key Announcements and Rollout Steps
What AIforce, Claudeforce, Slackforce and Agentforce Coworker mean for wealth, banking and insurance teams, and where a governed rollout starts.
Start here
Latest articles
Building TSR and State Recordkeeping Rules Into a Debt Settlement CRM
How to design a debt settlement CRM for the FTC Telemarketing Sales Rule, five-year recordkeeping, dedicated account rules, TCPA consent and state licensing, with the Salesforce ...
Dreamforce 2026 Financial Services Keynote: Pilot to Profit
Salesforce's Dreamforce 2026 Financial Services Keynote featured Anthropic, Bank of America, and Rocket Mortgage on moving AI from pilot to production.
Dreamforce 2026: What Insurance Agencies Need to Do
Dreamforce 2026 gave insurance agencies packaged Salesforce agents for claims, brokerage operations, and policy service. Here is what to test next.
Schwab's $5M Referral Floor: Your CRM Is Now the Growth Engine
Schwab raised its RIA referral minimum to $5M. Learn what it means for $1–5B RIAs and how to make your CRM your growth engine before fall planning.
Dreamforce 2026: 1,600 Agent Sessions, Zero ROI Numbers
Dreamforce 2026 packs 1,600+ agent sessions but no customer ROI data. Bring one workflow and one number, and treat everything else as reconnaissance.
Analytics in the Insurance Industry: From 3-Day Quotes to 3-Minute Decisions
Where analytics moves the needle for insurers: underwriting speed, claims triage, distribution, retention — and the data foundation to get there.
Data Governance as a Competitive Advantage in Regulated Industries
Data governance is an operating model, not a cleanup project. See the three pillars, maturity curve, and regulatory drivers reshaping compliance.
Data Infrastructure for Regulated Industries: Why It Wins
Learn how master data management, API-led integration, and AI governance turn data infrastructure into a competitive advantage for regulated industries.
Top 5 Strategic Priorities for RIAs in 2026: A Technology and Implementation Roadmap
The 5 priorities reshaping RIAs in 2026: AI integration (68% adoption), $84T wealth transfer, 110K advisor retirements, cybersecurity threats ($4.9M avg breach), and niche ...
Dreamforce 2026: Dates, Theme, Agenda, and What to Expect
Dreamforce 2026 runs September 15-17 in San Francisco with the Agentic Enterprise theme. See dates, pricing, and how to prepare your team.
What Is Digital Transformation Strategy? Key Insights Explained
What is digital transformation strategy? Learn key components, frameworks, CRM's role, common pitfalls, and how to build a successful DX roadmap in 2026.
About Industry Insights
What does Industry Insights cover?
Industry Insights tracks what is changing for wealth managers, RIAs, banks, credit unions and insurers: FINRA, SEC, DORA and GDPR requirements, market and technology trends, Dreamforce takeaways, and what each shift means for your CRM and data strategy.
Who writes it?
Vantage Point’s senior Salesforce, HubSpot and AI consultants, led by founder and CEO David Cockrum. Articles are based on client work in wealth management, banking, insurance and other regulated industries, and are updated when platforms change.
Talk to a senior consultant