A nationwide wealth advisory firm recently approached Vantage Point Consulting, a boutique Salesforce Implementation Partner exclusively focused on the financial services industry, with a bold vision to empower their financial advisors with next-generation artificial intelligence capabilities. The firm wanted to improve the advisor experience, enhance client service, increase efficiency, and drive business growth by optimizing their existing Salesforce instance.

Vantage Point collaborated with key stakeholders at the wealth firm and the Salesforce account team for several months to carefully evaluate the benefits and costs of upgrading from Financial Services Cloud Enterprise Edition to the advanced Einstein 1 platform. The thorough evaluation process involved:

• Jointly held detailed discovery sessions to understand the wealth firm's current Salesforce usage, pain points, and strategic goals
• Demos and use case walkthroughs of Einstein 1's advanced AI capabilities
• Cost-benefit analysis of the Einstein 1 license fees compared to expected efficiency gains and revenue growth for the enhanced platform
• Roadmap planning to not only roll out the revised Salesforce instance but to make sure we leverage the new AI-powered capabilities across the firm

After months of collaboration, the wealth firm gained confidence in using Einstein 1. They saw it as the right platform to achieve their long-term vision of empowering advisors with intelligent tools. The benefits of Einstein 1 identified included:

• Automated analysis of client data to identify new opportunities and provide proactive, hyper-personalized advice
• Generative AI assistance for advisors to streamline meeting preparation, follow-ups, and administrative tasks
• Ability to build custom AI-powered apps for the firm's unique needs using Einstein Copilot Studio

Vantage Point's deep financial services expertise and close partnership with the Salesforce team were critical in aligning the platform capabilities to the wealth firm's specific goals and building the business case for adoption.

As a result of the thorough evaluation, the wealth firm made the strategic decision to upgrade to Einstein 1. Soon, they will be rolling out the platform to their advisor teams nationwide with Vantage Point's expert Salesforce support.

By combining Salesforce's industry-leading AI technology with Vantage Point's unmatched financial services knowledge, the wealth firm is well-positioned to equip itself with intelligent tools to provide differentiated client experiences and drive profitable growth well into the future. This transformation puts them at the forefront of using generative AI to revolutionize how wealth management is delivered.

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