Building an AI Business Case Your CFO Will Actually Approve
Step-by-step framework for building AI business cases CFOs approve. Includes ROI timelines, three-scenario models, baseline metrics
Resource Center
Discover cutting-edge insights and trends in AI, Data, and CRM. Stay informed with our expertly curated articles designed to enhance your knowledge and drive innovation.
Stay ahead in the world of AI, data, and CRM insights with Vantage Point’s expert guidance. Subscribe to our newsletter for the latest trends, strategic advice, and innovative solutions tailored for the financial services sector. Unlock the full potential of your Salesforce and HubSpot investments today!
Step-by-step framework for building AI business cases CFOs approve. Includes ROI timelines, three-scenario models, baseline metrics
May 15, 2026
Discover how MuleSoft + Informatica create a competitive data foundation for financial services AI. Compare vs hyperscalers and...
May 15, 2026
Agentforce Demo Day streams free May 19 on Salesforce+. Preview what SharkNinja, LIV Golf, and Indeed are building with AI agents
May 15, 2026
Salesforce FSC (Agentforce Financial Services) earned the #1 Financial Services Product ranking in G2's 2026 Best Software Awards...
May 14, 2026
Salesforce Spring '26 nearly doubles OOTB Banking Service Assistance agent templates — Employee, Digital Self-Service, and Voice.
May 14, 2026
Discover how Agentforce for Financial Services transforms banks, wealth firms, and insurers into Agentic Enterprises with...
May 14, 2026
Slack May 2026 admin update: 11 new features including Slackbot Skills, Agent Kit, AI Workflow Builder, visual context
May 13, 2026
Compare Aircall, RingCentral, Dialpad, and Five9 for CRM telephony. See pricing, AI features, Salesforce & HubSpot integration...
May 13, 2026
Companies are cutting SaaS stacks by 40% in 2026. Learn the shelfware swap strategy and how platform AI replaces point solutions...
May 13, 2026
Salesforce FINS partner enablement hits record attendance — 140+ BWAM, 162+ Insurance
May 13, 2026