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Salesforce Consulting Built for Financial Services

Transform your financial services operations with purpose-built Salesforce solutions. FromFinancial Services Cloud to AgentForce AI, we deliver compliant, secure implementations thatdrive measurable results.

Vantage Point specializes exclusively in Salesforce for financial services—bringing deep industryexpertise, regulatory knowledge, and technical excellence to every engagement. Our senior-levelU.S.-based team has completed hundreds of financial services implementations, earningexceptional client retention and satisfaction scores.

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Salesforce Gold Partner

Certified expertise

400+ Engagements

Financial services experience

100+ Certifications

Salesforce professionals

4.71/5 Satisfaction

Client rating

Why Financial Services Firms Choose VantagePoint forSalesforce

FINS

Financial Services DNA

We don't do retail, manufacturing, or general consulting. We serve only financial services—wealthmanagement, banking, insurance, and fintech. This exclusive focus means we understand yourregulatory requirements (SEC, FINRA, GDPR, CCPA), integration needs (LPL, Schwab, Fidelity,Jack Henry, FIS), and business processes better than any generalist firm.

Senior expertise

Senior-Level Expertise

Every consultant on your project is 100% Salesforce certified and senior-level. No offshore teams.No junior resources learning on your dime. Our team brings extensive combined experience infinancial services and holds specialized certifications including Financial Services CloudConsultant, Advanced Administrator, and Platform Developer.

Accelerators

Accelerators That Save Time & Money

Our proprietary Vantage Accelerators—including RecordIQ, Field Set, Dynamic Forms, andAdvanced Data Table—significantly reduce implementation time. What takes other firms months,we complete faster with better results and lower costs.

Guaranteed Results

Guaranteed Results

We measure our success by your outcomes. With exceptional client retention and a proven trackrecord of delivering on time and on budget, we stand behind our work. Our clients see substantialROI following implementation.

Our Salesforce Expertise for Financial Services

We implement and optimize the full Salesforce ecosystem—customized forfinancial services workflows, compliance requirements, and integration needs.

Financial Services Cloud

The foundation for financial services CRM. Purpose-built for advisors, bankers,agents, and relationship managers with household views, referral tracking, book of businessmanagement, and regulatory compliance.

Key Features:

  • Household relationship mapping
  • Goals-based planning tools
  • Referral and lead management
  • Financial account aggregation
  • Compliance and audit trails

Industries: Wealth Management, Banking, Insurance

Data Cloud

Unify fragmented data from core systems, custodians, and third-party platforms intoa single source of truth. Real-time data streaming, AI-powered insights, and 360-degree clientviews that drive personalized experiences.

Key Features:

  • Real-time data integration 
  • Customer 360 views
  • Identity resolution
  • AI-ready data foundation
  • Privacy and consent management

Industries: Wealth Management, Banking, Fintech

Marketing Cloud

Deliver personalized, compliant marketing at scale. Email journeys, automatedcampaigns, and client segmentation—all while maintaining regulatory compliance for financialservices communications.

Key Features:

  • Journey Builder for drip campaigns
  • Email Studio with compliance templates
  • Audience segmentation
  • Analytics and attribution
  • Integration with FSC

Industries: Wealth Management, Insurance, Retail Banking

Service Cloud

Transform client service operations with case management, knowledge bases, andomnichannel support. Resolve issues faster, track interactions, and ensure consistent serviceacross branches, call centers, and digital channels.

Key Features:

  • Case and ticket management
  • Knowledge base for reps 
  • Omnichannel routing
  • Service analytics
  • Field service management

Industries: Banking, Credit Unions, Insurance Carriers

Sales Cloud

Accelerate sales with pipeline management, opportunity tracking, and forecasting.Ideal for business development teams in banking, new business acquisition in insurance, andinstitutional sales in wealth management.

Key Features:

  • Opportunity and pipeline management
  • Forecasting and quota tracking
  • Lead scoring and routing
  • Mobile app for field reps
  • Sales analytics dashboards

Industries: Banking, Insurance Brokers, Fintech

AgentForce

Deploy AI agents that work alongside your team—answering client questions,processing transactions, and providing recommendations. The future of financial servicesproductivity powered by trusted AI.

Key Features:

  • Conversational AI agents
  • Autonomous task completion
  • Client inquiry handling 
  • Compliance-aware responses
  • Integration with FSC data

Industries: Wealth Management, Banking, Insurance

MuleSoft

Connect Salesforce with your core banking systems, policy administrationplatforms, portfolio management tools, and custodians. Secure API-led integration that ensuresdata flows seamlessly across your technology ecosystem.

Key Features:

  • API-led connectivity
  • Pre-built connectors for financial systems
  • Real-time data synchronization
  • Security and compliance
  • Integration monitoring

Industries: All financial services verticals

AgentForce

Deploy AI agents that work alongside your team—answering client questions,processing transactions, and providing recommendations. The future of financial servicesproductivity powered by trusted AI.

Key Features:

  • Conversational AI agents
  • Autonomous task completion
  • Client inquiry handling 
  • Compliance-aware responses
  • Integration with FSC data

Industries: Wealth Management, Banking, Insurance

Salesforce Products for Financial Services

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Financial Services Cloud

Purpose-built CRM for wealth, banking, insurance.

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Data Cloud

Unified customer data platform.

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Marketing Cloud

Personalized customer journeys.

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Service Cloud

Exceptional client service.

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Sales Cloud

Sales productivity and pipeline management.

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AgentForce

Autonomous AI agents.

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MuleSoft

Enterprise integration platform.

Salesforce by Industry

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Wealth Management

Household relationship mapping - Financial goal tracking - Custodian integration (LPL, Schwab, Fidelity, Pershing) - Financial planning tool integration (eMoney, MoneyGuidePro, RightCapital) - Compliance workflows (SEC, FINRA)

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Banking & Lending

Customer 360 across deposits, loans, and wealth - Core banking integration (Jack Henry, FIS, Fiserv) - Loan origination automation (nCino, Encompass) - Commercial relationship management - Cross-sell and revenue growth

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Credit Unions

Member-first experiences - Jack Henry Symitar integration - Member service excellence - Share and loan tracking - Branch and digital integration

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Insurance

Policy administration integration (Guidewire, Duck Creek) - Agent/broker productivity - Claims case management - Renewal automation - Multi-line coverage tracking

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Fintech

High-velocity sales pipelines - Product usage tracking - Customer success management - API-led integration - Rapid deployment and iteration

What We Deliver

Our proprietary accelerators reduce implementation time by 30-50% while delivering better results.

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RecordIQ

Intelligent duplicate detection and data quality.

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Field Set

Pre-configured field sets for financial services.

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Dynamic Forms

Conditional forms based on client type.

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Advanced Data Table

Enhanced data visualization.

350%

Data Completeness Improvement

50%

Increase in Advisor Adoption

40%

Time Savings (Pre- Meeting Prep)

85%

Average User Adoption Rate

Featured Case Study

$5B Wealth Management Firm

Challenge

Advisors juggled multiple systems with no unified client view. CRM adoption was 30%.

Solution

Implemented Salesforce Financial Services Cloud with LPL integration, eMoney integration, household relationship mapping, and mobile access.

Results

85% advisor adoption (from 30%) - 350% improvement in data completeness - 40% reduction in pre-meeting prep time - Unified client view across all touchpoints

Testimonial

"Vantage Point transformed our advisor experience. We finally have one system where advisors can see everything about a client—accounts, goals, interactions, documents. Adoption went from 30% to 85% because advisors actually want to use it."

Resource Center

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