Skip to content
Partnerships

Vantage Point Consulting and Studio Science Launch Integration Between Applied Epic and Salesforce

Vantage Point Consulting and Studio Science have launched a new integration between Applied Epic and Salesforce for insurance agencies. Say goodbye to duplicate data entry with real-time bidirectional syncing. Learn more at vantagepoint.io or studioscience.com.


Vantage Point Consulting and Studio Science Launch an Integration Between Applied Epic and Salesforce for Insurance Agencies

Vantage Point Consulting and Studio Science Launch an Integration Between Applied Epic and Salesforce for Insurance Agencies

Partnership formed in July yields first joint solution to eliminate duplicate data entry

Dallas, Texas - Vantage Point Consulting, a leading Salesforce consulting partner for financial services, and Studio Science, an award-winning design and innovation consultancy, announced a new joint solution for insurance agencies using Applied Epic and Salesforce today. The integration enables real-time bidirectional data syncing between the platforms, eliminating duplicate manual data entry. The two firms first joined forces in a strategic partnership in July 2023. Combining Vantage Point's insurance domain expertise with Studio Science's strengths in Salesforce technologies, including MuleSoft for integration, this Applied Epic-Salesforce sync represents the first foundational solution jointly developed to solve real customer needs.

The firms have committed to collaborating to build innovative solutions for financial services institutions and insurance agencies. "Our clients were struggling with inefficient workflows manually moving data between Applied Epic and Salesforce," said David Cockrum, CEO of Vantage Point Consulting. "Together with the talented team at Studio Science, we engineered a robust bidirectional sync allowing centralized workflows benefiting from both platforms." "We're thrilled to be at the forefront of this integration with Vantage Point," said Steve Pruden, CEO of Studio Science. Together, we've created a solution that streamlines workflows and elevates the overall customer experience. This collaboration is a testament to what's possible when our focus is firmly on solving real-world challenges for our clients and their customers.

The new solution is available immediately to Vantage Point and Studio Science clients. To learn more, visit vantagepoint.io or studioscience.com.

David Cockrum

David Cockrum

Elements Image

Subscribe to our Blog

Get the latest articles and exclusive content delivered straight to your inbox. Join our community today—simply enter your email below!

Latest Articles

Transforming Insurance Agencies: How We Help You Leverage Salesforce Financial Services Cloud for Digital Excellence

Transforming Insurance Agencies: How We Help You Leverage Salesforce Financial Services Cloud for Digital Excellence

Building the Future of Insurance Through Strategic Technology Implementation and AI Innovation

Streamlining CRM Migration for Financial Firms: Proven Strategies to Accelerate Time-to-Value

Streamlining CRM Migration for Financial Firms: Proven Strategies to Accelerate Time-to-Value

Streamline your CRM migration with proven strategies for financial services. Learn how to reduce timelines, automate workflows, and acceler...

Salesforce for RIAs and Wealth Management: Complete Guide 2025

Salesforce for RIAs and Wealth Management: Complete Guide 2025

Discover how Salesforce Financial Services Cloud helps RIAs and wealth management firms grow AUM, boost productivity, and enhance client ex...