What Is Vantage Point? The Best Salesforce Consulting Partner for Financial Services

Discover how Vantage Point combines deep financial services expertise with Salesforce mastery to deliver transformative solutions for wealth management firms, RIAs, banks, and insurance companies.

How Was Vantage Point Founded?

Vantage Point was born at the intersection of deep financial services expertise and Salesforce implementation excellence. Our founder, David Cockrum, spent 13 years as a Salesforce customer and former COO of a rapidly growing RIA and wealth management firm. During that time, he experienced firsthand the challenges financial services companies faced with their technology investments.

David recognized a critical gap in the market:

• Industry knowledge deficit — Most Salesforce consultancies lacked specialized financial services expertise
• Misaligned implementations — Generic solutions failed to address the unique workflows of wealth management, insurance, and banking
• Unrealized ROI — Financial services firms struggled to maximize their Salesforce investments without a partner who truly understood their business

"It all started when David Cockrum, an experienced COO and Salesforce customer for thirteen years, recognized the need for a consultancy firm to help Financial Services companies make the most of their Salesforce investments. He envisioned creating Vantage Point — a firm at the intersection of Salesforce and Financial Services — that genuinely understood the platform's nuances and its customers' businesses."

This vision became the foundation upon which Vantage Point was built — a specialized consultancy exclusively serving the financial services industry.

What Is Vantage Point's Mission?

Vantage Point's mission is to seamlessly integrate deep financial services expertise with Salesforce implementation excellence, creating transformative client solutions. Our focus spans four key service areas:

Our purpose extends beyond simple technology implementation. We help clients leverage Salesforce as a strategic asset that drives growth, enhances client relationships, and creates sustainable competitive advantage in the fast-evolving financial services landscape.

📊 Key Stat: Vantage Point has served 150+ financial services clients managing over $2 trillion in assets, with a 4.71/5 client satisfaction rating.

What Core Values Define Vantage Point?

Our values aren't just words on a page — they're the principles that guide every client interaction, project decision, and team member's approach:

What Does an Ownership Mentality Mean at Vantage Point?

We take personal responsibility for our clients' success. When we commit to a project, we approach it as if we were building solutions for our own business — ensuring we're always focused on delivering real, measurable value.

How Does Collaboration Drive Better Outcomes?

We believe the best solutions emerge from true partnership. Rather than operating as "just another consulting firm," we become an extension of your team, ensuring we understand your unique challenges and develop solutions that truly fit your needs.

Why Is Tenacity Important in Salesforce Consulting?

We don't give up when challenges arise. Instead, we approach difficult problems with determination and creativity, staying committed until we find the right solution. Our clients know they can count on us to go the extra mile.

What Does "Humbly Confident" Mean in Practice?

We bring deep expertise to every engagement, but we also recognize the importance of continuous learning and adapting strategies as needed. Every project receives a balance of confidence and respect for the client's unique context.

What Makes the Vantage Point Approach Different?

Vantage Point's distinctive methodology consistently delivers exceptional results. Here's what sets us apart:

• Boutique, high-touch consulting — Personalized attention and white-glove service throughout every engagement; you won't get lost in the shuffle of a massive consulting organization
• Deep understanding before solution development — We invest the time to understand your business and create solutions fit for your specific needs, challenging existing thinking to deliver step-change outcomes
• Highly bespoke, integrated solutions — We cultivate and apply the best talent, technical resources, technology, and methodology to complex and high-stake engagements
• Client success obsession — We treat your business goals as if they were our own, putting your needs first and always doing the right thing

"We treat your business goals as if they were our own: we become obsessed with your success. We put your needs first no matter what and we always do the 'right thing' by you."

📊 Key Stat: Vantage Point maintains an industry-leading 95%+ client retention rate, a direct result of our client-first approach.

What Financial Services Expertise Does Vantage Point Offer?

Our exclusive focus on the financial services sector has allowed us to develop specialized expertise that generalist consultancies cannot match. Our team brings over 100 years of combined financial services industry experience to every implementation.

How Has Vantage Point Helped Financial Services Firms Succeed?

Our impact is best illustrated through the transformative work we've done with clients across the financial services industry:

How Did Vantage Point Transform Operations for a Capital Equipment Solutions Provider?

We partnered with a premier provider of capital equipment solutions — a family-owned business spanning four generations with over 150 locations and 3,000 team members across nine western states. Starting in April 2022, we delivered a Salesforce implementation focused on streamlining business processes across construction, forestry, agriculture, and warehousing verticals.

What Results Did a Wealth Management Firm Achieve with Vantage Point?

We helped a Phoenix-based wealth management firm managing $2.6 billion in assets transition from Salesforce for Wealth Management to Financial Services Cloud. Key outcomes included:

• Faster time to solution — Leveraged native FSC features and functionality
• Reduced custom configuration — Out-of-the-box capabilities replaced custom workarounds
• 360-degree client view — Unified data on the Salesforce platform
• Data-driven decisions — Enhanced business reporting and analytics
• Increased productivity — Automated workflows and enriched data

How Did Vantage Point Modernize an Insurance Broker's Sales Process?

For one of the largest privately held independent insurance brokers in Texas, we implemented a comprehensive Salesforce solution:

• Salesforce Sales Cloud — 360-degree customer view and streamlined processes
• High Velocity Sales — Sales cadence to focus on hot prospects
• Lightning Dialer — Unified and intuitive sales experience
• Pardot — Aligned marketing and sales efforts toward common goals

What Compliance Improvements Has Vantage Point Delivered?

📊 Key Stat: Vantage Point has helped clients achieve a 30% reduction in compliance-related operational costs and significant improvements in audit readiness through specialized Salesforce compliance solutions.

Who Leads the Vantage Point Team?

Vantage Point is led by a powerhouse team of multi-platform industry experts devoted to helping customers maximize their CRM value through human-centered practices that stick. Under the guidance of Founder & CEO David Cockrum, our team is determined to ensure customers make the most of their Salesforce investment.

What makes our team unique:

• Elite, US-based senior consultants — Extensive financial services domain expertise in every engagement
• True partnership model — We become an extension of your team, sharing accountability and success
• Excellence-driven culture — We go above and beyond to drive lasting impact
• 100+ years combined experience — Deep industry knowledge across wealth management, insurance, banking, and more

"We demand excellence in all we do, going above and beyond to drive lasting impact."

What Does the Future Hold for Vantage Point?

As we look to the future, Vantage Point remains committed to our founding vision: helping financial services companies maximize the value of their Salesforce investments. We continue to evolve our capabilities to address emerging industry challenges:

• AI-powered solutions — Deploying intelligent automation for wealth management and advisory firms
• Enhanced compliance capabilities — Meeting evolving regulatory requirements with Salesforce-native tools
• Comprehensive integration strategies — Enabling wealth management firms to scale operations efficiently
• Managed services excellence — Driving exceptional long-term results through dedicated support agreements

The financial services sector is experiencing unprecedented digital transformation, and our specialized expertise positions us uniquely to support this evolution.

How Can You Partner with Vantage Point?

Whether you're looking to implement Salesforce for the first time, optimize your existing implementation, or explore managed services, our team of experts is ready to help you achieve your goals. Here's how to get started:

• Schedule a consultation — Discuss your goals and challenges with our financial services experts
• Receive a tailored roadmap — Get a strategic plan customized for your firm's unique needs
• Experience the Vantage Point difference — Benefit from our boutique, high-touch approach to Salesforce consulting

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 Financial Services Cloud and the broader Salesforce ecosystem.