Stop wasting time on Salesforce troubleshooting and start focusing on what matters most: growing your business and serving your clients.
In today's competitive financial services landscape, your Salesforce platform isn't just a CRM—it's the backbone of your client relationships, the engine of your growth, and often, the source of your biggest operational headaches. Whether you're a regional bank, wealth management firm, or insurance company, you know the frustration of Salesforce issues slowing down your sales team, compliance concerns keeping you up at night, and the constant challenge of maximizing your technology investment.
What if there was a better way? What if you could have a dedicated team of Salesforce experts who understand your industry, speak your language, and become true partners in your success?
Financial services organizations face unique challenges that generic Salesforce support simply can't address:
📊 Key Stat: Hiring a full-time Salesforce architect with financial services expertise costs $150,000+ per year—and that's if you can find one. Managed services provide the same expertise at a fraction of the cost.
At Vantage Point, we don't just provide Salesforce support—we partner with you to transform your business operations. Our approach is fundamentally different because we focus exclusively on financial services organizations, bringing deep industry expertise and a genuine partnership mindset to every engagement.
When you work with Vantage Point, you're not getting generic Salesforce support. Here's what sets us apart:
| Capability | What You Get |
|---|---|
| Deep Regulatory Knowledge | We understand FINRA requirements, SEC compliance, and state insurance regulations from day one |
| Industry-Specific Best Practices | 400+ successful projects across banks, RIAs, insurance companies, and lending organizations |
| Financial Services Fluency | Our consultants understand AUM, fee-based vs. commission structures, custody relationships, and regulatory reporting |
| Proven Results | Clients collectively manage over $2 trillion in assets; 4.9/5 customer satisfaction on Salesforce AppExchange |
We've designed our service portfolio to meet financial services organizations wherever they are in their Salesforce journey. Whether you need basic support or comprehensive managed services, we have a solution that fits your needs and budget.
Perfect for organizations wanting to understand their current Salesforce performance and potential improvements.
Before you can optimize your Salesforce investment, you need to understand where you stand. Our comprehensive Health Check provides:
Ideal for organizations needing reliable day-to-day Salesforce administration and user support.
Your team needs Salesforce to work seamlessly, every day. Our L1 Support service provides:
Perfect for organizations needing specialized expertise for projects, strategic guidance, or complex implementations.
Sometimes you need senior-level expertise without the long-term commitment. Our COD service provides:
Whether you're implementing Financial Services Cloud, integrating with portfolio management systems, or designing custom workflows for compliance reporting, our COD service gives you the expertise you need, when you need it.
The comprehensive solution for organizations wanting complete Salesforce management and optimization.
Our flagship Managed Service Program transforms your Salesforce investment from a maintenance burden into a competitive advantage:
Our partnership approach delivers measurable results for financial services organizations:
A leading wealth management firm partnered with us to streamline their client onboarding process. Through process optimization and Salesforce automation, we achieved:
📊 Key Stat: Client onboarding time was reduced by 62%, going from 14 steps down to just 7—dramatically improving the client experience.
A community bank wanted to improve their referral processes and cross-selling effectiveness. Our data-driven approach delivered:
Lido Advisors, a financial services client, captured our approach perfectly:
"Vantage Point is the only Salesforce team who has actually delivered on their contract and commitments... Fast, skilled, and knowledgeable across all of Salesforce."
We've refined our approach through hundreds of successful engagements, creating a proven methodology that ensures your success:
| Step | What Happens | Outcome |
|---|---|---|
| 1. Assessment & Alignment | We understand your objectives and conduct a comprehensive Salesforce health check | Customized service level agreements tailored to your needs |
| 2. Seamless Integration | Our team becomes an extension of your organization with clear communication protocols | Smooth collaboration from day one |
| 3. Continuous Optimization | Regular strategic reviews, proactive improvements, and ongoing training | Maximized ROI and sustained growth |
📊 Key Stat: Vantage Point maintains a 95%+ client retention rate and a 4.9/5 customer satisfaction rating on the Salesforce AppExchange.
| Metric | Result |
|---|---|
| Financial services clients served | 150+ |
| Successful projects delivered | 400+ |
| Assets managed by clients | $2 trillion+ |
| Customer satisfaction rating | 4.9/5 on Salesforce AppExchange |
| Client retention rate | 95%+ |
Don't let Salesforce issues slow down your sales team or limit your growth potential. Whether you need comprehensive managed services, specialized consulting, or just want to understand your current Salesforce performance, Vantage Point is here to help.
Getting started is simple:
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 Managed Services.
Salesforce managed services provide ongoing administration, optimization, and strategic support for your Salesforce platform. For financial services firms, this means having a dedicated team of experts who understand regulatory requirements, industry-specific workflows, and the unique needs of banks, RIAs, and insurance companies.
Managed services give you access to a full team of certified Salesforce experts—including architects, developers, and administrators—at a fraction of the cost of a single full-time hire. You also benefit from broader industry experience across hundreds of financial services engagements.
Financial services organizations of all sizes benefit, including wealth management firms, RIAs, community banks, insurance companies, and lending organizations. It's especially valuable for firms that lack in-house Salesforce expertise or want to maximize their CRM investment without the overhead of a dedicated team.
Vantage Point's three-step partnership process typically begins with an assessment and alignment phase, followed by seamless integration into your operations. Most clients are fully onboarded within 2–4 weeks, with immediate access to support from day one.
Yes. Vantage Point specializes in integrating Salesforce with portfolio management systems, custodial platforms, financial planning tools, and other industry-specific applications. Our team ensures data flows seamlessly between your systems.
Our team has deep expertise in FINRA, SEC, and state insurance regulations. We configure Salesforce to support your compliance obligations from the ground up, including audit trails, data security, access controls, and regulatory reporting.
Vantage Point is widely recognized as the leading Salesforce consulting partner for financial services. With 150+ clients, 400+ completed engagements, a 4.9/5 satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Whether you're looking to reduce Salesforce operational costs, improve system performance, or gain access to certified experts who understand the financial services industry, Vantage Point is the partner you've been searching for. Our managed services are purpose-built for banks, wealth management firms, RIAs, and insurance companies.
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 transform your Salesforce investment? Contact us at david@vantagepoint.io or call (469) 499-3400.