Skip to content

Salesforce Consulting Built for Your Business

Transform your operations with purpose-built Salesforce solutions. From Financial Services Cloud to AgentForce AI, we deliver compliant, secure implementations that drive measurable results.

Vantage Point specializes in Salesforce for your business—bringing deep industry expertise, regulatory knowledge, and technical excellence to every engagement. Our senior-level U.S.-based team has completed hundreds of  implementations, earning exceptional client retention and satisfaction scores.

Elements Image

Salesforce Gold Partner

Certified expertise

400+ Engagements

Financial services experience

100+ Certifications

Salesforce professionals

4.71/5 Satisfaction

Client rating

Why Industries Choose VantagePoint for Salesforce

FINS

Financial Services DNA

We don't do retail, manufacturing, or general consulting. We serve only financial services—wealth management, 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 in financial services and holds specialized certifications including Financial Services Cloud Consultant, Advanced Administrator, and Platform Developer.

Accelerators

Accelerators That Save Time & Money

Our proprietary Vantage Accelerators—including RecordIQ, Field Set, Dynamic Forms, and Advanced 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 track record of delivering on time and on budget, we stand behind our work. Our clients see substantial ROI following implementation.

Our Salesforce Expertise for Your Industry

We implement and optimize the full Salesforce ecosystem—customized for business 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 business management, 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 client  views 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, automated campaigns, and client segmentation—all while maintaining regulatory compliance for financial services 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, and omni channel 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, and institutional 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 services productivity 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

Industry Solutions

How Financial Services Leaders Use Salesforce

Salesforce for Wealth Management

Wealth management firms use Salesforce Financial Services Cloud and Data Cloud to unify client data from custodians, create household views, track referrals, and deliver personalized advice at  scale. Our implementations integrate with LPL, Schwab, Fidelity, and Pershing—giving advisors real-time portfolio data, goal tracking, and compliant communication tools.

Results:

  • Significantly improved data completeness
  • Enhanced advisor adoption
  • Substantial boost in client management capacity

Industries: Banking, Insurance Brokers, Fintech

Salesforce for Banking

Banks and credit unions leverage Salesforce to modernize customer experiences, streamline loan origination, and manage relationships across retail, commercial, and digital channels. We integrate with Jack Henry, FIS, Fiserv, and nCino—enabling relationship managers to see complete customer pictures including deposits, loans, investments, and digital activity.

Results:

  • Dramatically improved loan processing times
  • Enhanced customer engagement
  • Reduced operational costs

Industries: Banking, Insurance Brokers, Fintech

Salesforce for Insurance

Insurance carriers and brokers use Salesforce for agency management, policy lifecycle management, claims processing, and producer workflows. Whether you're a P&C carrier, life insurer, or independent agency, we build solutions that connect policy administration systems withCRM—streamlining renewals, tracking commissions, and improving customer retention.

Results:

  • Significantly reduced case closure times
  • Substantial cut in infrastructure costs  
  • Decreased customer wait times

Industries: Banking, Insurance Brokers, Fintech

Vantage Accelerators

Vantage Accelerators: Faster, Smarter Implementations

Our proprietary accelerators leverage years of  expertise—significantly reducing implementation time while improving functionality and user adoption.

Vantage Robot-06

RecordIQ

Intelligent record management and data quality tools that automatically detect duplicates, standardize data, and maintain CRM hygiene—critical for financial services compliance and reporting.

Key Features:

  • Duplicate detection and merge
  • Data validation rules
  • Automated data cleansing
  • Audit trail tracking

Field Set

Pre-configured field sets for financial services use cases—client onboarding,account opening, financial planning, and compliance documentation. Deploy in days, not weeks.

Key Features:

  • Industry-specific fields
  • Compliance-ready configurations
  • Dynamic field visibility
  • Integration with FSC objects

Dynamic Forms

Conditional forms that adapt based on client type, product selection, or regulatoryrequirements. Reduce form abandonment, improve data quality, and ensure compliance.

Key Features:

  • Conditional field logic
  • Multi-step forms
  • Mobile-responsive
  • E-signature integration

Advanced Data Table

Enhanced data visualization and management components that display financial account hierarchies, portfolio holdings, and transaction histories—giving advisors and bankers actionable insights at a glance.

Key Features:

  • Sortable, filterable tables
  • Inline editing 
  • Export to Excel
  • Custom calculations
numbers-01

Step 1: Discovery & Strategy

We start by understanding your business processes, technology ecosystem, regulatory requirements, and success metrics. Through stakeholder interviews, system audits, and workflow mapping, we create a detailed implementation roadmap aligned with your strategic goals.

Deliverables:

  • Current state assessment
  • Requirements documentation
  • Technical architecture design
  • Project plan and timeline

Step 2: Design & Configuration

Our certified architects design your Salesforce solution—configuring Financial Services Cloud objects, designing data models, building integrations, and customizing workflows. We leverage Vantage Accelerators to significantly reduce configuration time.

Deliverables:

  • System design documentation
  • Data model and object relationships
  • Integration specifications
  • Security and permissions model
numbers-02
numbers-03

Step 3: Development & Integration

Our development team builds custom components, integrates with core systems (using MuleSoft or middleware), migrates data, and implements AI features like AgentForce. All code follows Salesforce best practices and is peer-reviewed for quality.

Deliverables:

  • Custom Apex, Lightning Web Components
  • API integrations with custodians, core systems 
  • Data migration (test and production)
  • Automated testing scripts

Step 4: Testing & Training

Rigorous testing ensures your Salesforce implementation works flawlessly—from user acceptance testing to integration testing to compliance validation. Simultaneously, we train your team through workshops, documentation, and hands-on sessions.

Deliverables:

  • Test scripts and results
  • User training materials
  • Administrator guides
  • End-user documentation
numbers-04
numbers-05

Step 5: Launch & Optimization

We don't disappear after launch. Our managed services team monitors performance, resolves issues, and continuously optimizes your Salesforce instance. We track KPIs, gather user feedback, and implement enhancements to drive adoption and ROI.

Deliverables:

  • Go-live support (hypercare)
  • Performance monitoring
  • Quarterly optimization reviews
  • Ongoing enhancements

Resource Center

The Complete Guide to Salesforce for Financial Services

AI & Agentforce for Modern Business: The 2026 Revolution in Autonomous Agents and Intelligent Workflows

AI & Agentforce for Modern Business: The 2026 Revolution in Autonomous Agents and Intelligent Workflows

From AI Recommendations to Autonomous Execution: How Agentforce is Transforming Enterprise Operations

AI & Agentforce for Modern Business: The 2026 Revolution in Autonomous Agents and Intelligent Workflows
David Cockrum

December 26, 2025

Salesforce
The 12 Days of Agentforce Day 12: Twelve Topics Transforming - Your Complete Implementation Guide

The 12 Days of Agentforce Day 12: Twelve Topics Transforming - Your Complete Implementation Guide

The Twelve Best Practices for Agentforce Success

The 12 Days of Agentforce Day 12: Twelve Topics Transforming - Your Complete Implementation Guide
David Cockrum

December 24, 2025

Salesforce
Enterprise Integration Strategies: Connecting Salesforce to Your Technology Ecosystem

Enterprise Integration Strategies: Connecting Salesforce to Your Technology Ecosystem

How to Build Scalable, Secure Connections Between Your Critical Business Systems

Enterprise Integration Strategies: Connecting Salesforce to Your Technology Ecosystem
David Cockrum

December 24, 2025

Salesforce

Ready to Transform Your Salesforce Operations?

Schedule a consultation to discuss your Salesforce needs and goals. Let's explorehow we can help you achieve measurable results with the world's leading CRM platform.

Your reliable partner in Financial Services, offering AI-driven data solutions to transform your business.

Explore this content with AI:

        
Menu

Home

Services

Process

Company

About

Careers

Blog
Contact us
5473 Blair Rd  • Ste 100 PMB 985504 • Dallas, TX • 75231-4227 • US
Copyright 2025 © Vantage Point