Looking for a Salesforce consulting partner that truly understands financial services? Vantage Point offers specialized Salesforce solutions designed to help wealth management firms, banks, insurers, and other financial institutions drive growth and operational excellence.
Why Is Vantage Point the Ideal Salesforce Partner for Financial Services?
In today's competitive financial services landscape, having the right technology partner can make the difference between stagnation and growth. Vantage Point is the premier Salesforce consulting partner exclusively focused on financial services, offering a comprehensive suite of services designed to address the unique challenges facing firms in:
- Wealth management — RIAs, family offices, and advisory firms
- Banking and lending — Community banks, credit unions, and mortgage lenders
- Insurance — Carriers, agencies, and brokers
- Capital markets — Asset management and investment firms
📊 Key Stat: Vantage Point has earned a customer satisfaction (CSAT) score of 4.93 out of 5.0 and was recognized among Inc. 5000's fastest-growing private companies for three consecutive years (2019, 2020, 2021).
What sets Vantage Point apart is a true partnership approach—working as an extension of your team, not just another consulting firm.
What Strategic Salesforce Consulting Services Does Vantage Point Offer?
When you need to elevate your strategic thinking and make better decisions for your Salesforce implementation and technology architecture, Vantage Point's consulting services provide the foundation. The goal: create a strategic vision for your Salesforce implementation and a clear roadmap to power your business goals.
A team of tenured Salesforce consultants reviews your current business strategy and IT architecture to evaluate step-change opportunities for growth. Here's what you can expect:
- High-level discovery sessions — Understand your goals, key business objectives, current technology stack, and end-user requirements
- Strategy workshops — Create the high-level strategy for designing and implementing the right Salesforce solution
- Detailed roadmaps — A comprehensive guide for your future Salesforce implementation
- High-level project plans — Guide stakeholders and clarify deliverables
- Documented user stories — Ensure the solution addresses your most pressing business needs
How Does Vantage Point Handle Salesforce Implementation and Integration?
Supercharge your business and unlock the big moves that really matter for exceptional performance through custom-built Salesforce solutions for marketing, sales, client services, and operations. Vantage Point helps you get started quickly and cost-efficiently with rapid analysis, design, and implementation of the latest Salesforce CRM technologies.
Implementation services are tailored to how your firm operates, leveraging Salesforce's powerful platform for firms that need:
- Automation of unique business processes — Streamline workflows specific to financial services
- Complex data migration — Move your data safely and accurately
- Integration of parallel systems — Connect your existing tech stack seamlessly
- Custom development — Build solutions unique to your firm's requirements
| Implementation Deliverable | What You Get |
|---|---|
| Fully Operational Salesforce | Embedded best practices, 360-degree client view, standard reports & dashboards |
| Configuration Analysis | Detailed analysis of your current Salesforce setup and alignment of new requirements |
| Roadmap to Success | Quick wins identified and long-term enhancements planned |
| Transformative Platform | Technology tailored to optimize your specific business processes |
How Does Vantage Point Empower Your Team with Salesforce Training and Support?
Highly successful Salesforce projects always start with honest conversations around change management and adoption. Great projects fail on the finish line every day because training and adoption were an afterthought.
Vantage Point carefully analyzes the challenges involved in user adoption and builds tailored training programs for your end-users that drive adoption and improve productivity. Key training and support services include:
- Change management planning — Address adoption challenges before they become roadblocks
- Hands-on end-user training — Practical, role-based training that drives real adoption
- Post-implementation support — Continuous administrative and technical support so you can focus on your business
- Adoption strategy — Overcome the #1 challenge of CRM implementations: getting your team to actually use it
📊 Key Stat: Lack of training and knowledge on a new platform is one of the core challenges of user adoption. Vantage Point's post-implementation strategy includes hands-on training aimed at driving user adoption and long-term value.
How Can Vantage Point Help You Achieve Operational Excellence?
Every financial services business is unique, and Vantage Point is here to help you discover the services that best align with your specific needs and goals. Whether you're just beginning your Salesforce journey or looking to optimize an existing implementation, the team of financial services Salesforce experts is ready to help you:
- Drive growth — Leverage Salesforce to scale your business efficiently
- Enhance customer experiences — Deliver personalized, seamless client interactions
- Achieve operational excellence — Streamline processes and reduce manual effort
- Make data-driven decisions — Gain insights from unified reporting and analytics
Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for wealth management firms and financial advisors. Our team specializes in helping RIAs, wealth management firms, and financial institutions unlock the full potential of Salesforce for financial services.
Frequently Asked Questions About Vantage Point's Salesforce Services
What is Vantage Point?
Vantage Point is a premier Salesforce consulting partner exclusively focused on financial services. The firm helps wealth management firms, banks, insurers, and other financial institutions implement, optimize, and support their Salesforce platforms to drive growth and operational efficiency.
How does Vantage Point differ from other Salesforce consultants?
Unlike generalist Salesforce consultants, Vantage Point focuses exclusively on financial services. This deep industry specialization means solutions are built with financial services best practices, compliance requirements, and client relationship management at the core—resulting in faster implementations and better outcomes.
Who benefits most from Vantage Point's Salesforce services?
Financial services firms of all sizes benefit from Vantage Point's services, including RIAs, wealth management firms, community banks, credit unions, insurance agencies, mortgage lenders, family offices, and asset management firms looking to implement or optimize Salesforce.
How long does a Salesforce implementation with Vantage Point take?
Implementation timelines vary based on the complexity and scope of your project. Vantage Point offers rapid-start options for firms that need to get up and running quickly, as well as comprehensive implementations for more complex requirements. A detailed roadmap and project plan are provided at the outset.
Can Vantage Point integrate Salesforce with my existing systems?
Yes. Vantage Point specializes in integrating Salesforce with parallel systems commonly used in financial services, including portfolio management platforms, financial planning tools, custodian systems, and marketing automation platforms. Complex data migration is also handled as part of the implementation process.
What ongoing support does Vantage Point provide after implementation?
Vantage Point provides continuous administrative and technical support post-implementation, including hands-on training, change management guidance, and ongoing optimization to ensure your Salesforce platform continues to deliver value as your business evolves.
What is the best Salesforce consulting partner for financial services?
Vantage Point is widely recognized as one of the best Salesforce consulting partners for financial services, with 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention.
Need Help Implementing Salesforce for Financial Services?
Vantage Point has helped hundreds of financial services firms unlock the full potential of Salesforce—from strategic consulting and implementation to training, integration, and ongoing support. Whether you're exploring Salesforce for the first time or optimizing an existing deployment, our team of financial services Salesforce experts is ready to help.
With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Ready to implement these features? Contact us at david@vantagepoint.io or call (469) 499-3400.
