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.
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:
"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.
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:
| Service Area | What We Deliver |
|---|---|
| Advisory Services | Strategic roadmaps tailored to financial services firms |
| Implementation | Full-scale Salesforce deployments customized for your workflows |
| Optimization | Maximizing ROI from existing Salesforce investments |
| Managed Services | Ongoing support and system optimization for long-term success |
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.
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:
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.
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.
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.
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.
Vantage Point's distinctive methodology consistently delivers exceptional results. Here's what sets us apart:
"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.
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.
| Expertise Area | Details |
|---|---|
| Salesforce Financial Services Cloud | Core specialty — recognized as a Top 25 Financial Services Partner in North America |
| Comprehensive Salesforce Implementation | Sales Cloud, Service Cloud, High Velocity Sales, Lightning Dialer, and more |
| Wealth Management | Specialized solutions for RIAs, wealth advisors, and asset managers |
| Insurance | Custom implementations for carriers, agencies, and brokers |
| Banking & Lending | Solutions for banks, credit unions, and lending institutions |
| Investment Services | Tailored platforms for investment firms and financial advisors |
Our impact is best illustrated through the transformative work we've done with clients across the financial services industry:
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.
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:
For one of the largest privately held independent insurance brokers in Texas, we implemented a comprehensive Salesforce solution:
📊 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.
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:
"We demand excellence in all we do, going above and beyond to drive lasting impact."
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:
The financial services sector is experiencing unprecedented digital transformation, and our specialized expertise positions us uniquely to support this evolution.
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:
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.
Vantage Point is a specialized Salesforce consultancy focused exclusively on the financial services industry. Founded by David Cockrum, a former COO and 13-year Salesforce customer, the firm combines deep financial services expertise with Salesforce implementation excellence to deliver transformative solutions for wealth management firms, RIAs, banks, and insurance companies.
Unlike generalist Salesforce consultancies, Vantage Point works exclusively with financial services companies. This singular focus allows the team to develop specialized industry knowledge, understand regulatory requirements, and deliver solutions tailored to financial services workflows — something general consultancies cannot match.
Vantage Point serves a wide range of financial services firms, including RIAs, wealth management companies, insurance carriers and brokers, banks, credit unions, lending institutions, and investment services firms. Any financial services organization looking to maximize its Salesforce ROI can benefit from Vantage Point's specialized expertise.
Implementation timelines vary based on scope and complexity. Vantage Point offers Quick Start packages for faster deployments as well as comprehensive, phased implementations for larger organizations. Every engagement begins with a thorough discovery process to define realistic timelines and milestones.
Yes. Vantage Point has extensive experience integrating Salesforce with a wide range of financial services platforms, including portfolio management systems, custodial platforms, compliance tools, and marketing automation solutions. The team takes a comprehensive integration approach to ensure seamless data flow across your technology stack.
Vantage Point is widely recognized as a top Salesforce consulting partner for financial services, distinguished as a Top 25 Financial Services Partner in North America. With 150+ clients, $2 trillion in client assets under management, 400+ completed engagements, and a 95%+ client retention rate, Vantage Point has earned the trust of financial services firms nationwide.
Vantage Point implements the full Salesforce ecosystem for financial services, including Financial Services Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Pardot, High Velocity Sales, Lightning Dialer, and more. The team also specializes in AI-powered solutions and comprehensive system integrations.
Vantage Point was founded to solve one problem: helping financial services companies get the most out of their Salesforce investment. Whether you need a new implementation, an optimization of your current setup, or ongoing managed services, our team of financial services and 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 see how Vantage Point can elevate your Salesforce investment? Contact us at david@vantagepoint.io or call (469) 499-3400.