Salesforce & HubSpot for Financial Services
Transform how your organization manages relationships, integrates data, and delivers personalized experiences. From wealth management to banking to insurance to fintech—we build CRM solutions purpose-built for financial services.
Explore Solutions by Financial Services Segment
Dive deep into specialized CRM solutions tailored to your specific segment of financial services
Wealth Management
Complete household views, custodian integrations, and advisor-centric workflows for RIAs, broker-dealers, and family offices.
Banking & Credit Unions
Customer 360 views, loan origination automation, and relationship management for banks and credit unions of all sizes.
Insurance
Policy administration integration, claims management, and agent networks for carriers, agencies, and brokers.
Fintech
Scalable platforms for payments, lending, wealthtech, and insurtech with rapid deployment and product-led growth.
Challenges We Solve for Financial Services
Address the unique complexities of financial services with proven solutions
Fragmented Data Across Systems
The Problem:
Client information scattered across custodians, core banking, policy admin systems, and spreadsheets.
Our Solution:
Unified Customer 360 views aggregating data from all systems in real-time using Salesforce Data Cloud.
Regulatory Compliance
The Problem:
SEC, FINRA, state banking, and insurance regulations require robust audit trails and data security.
Our Solution:
Built-in compliance features including field-level encryption, audit logs, and communication archiving integration.
Advisor/Agent Productivity
The Problem:
Advisors and agents resist CRM adoption, wasting time toggling between multiple systems.
Our Solution:
Intuitive, role-based interfaces with seamless integrations and mobile access optimized for client meetings.
Complex Relationship Management
The Problem:
Multi-generational families, commercial relationships, and policyholder households require sophisticated modeling.
Our Solution:
Financial Services Cloud household and relationship objects designed specifically for financial services complexity.
Seamless Financial Services Technology Integration
We integrate with every major financial services platform
Custodians & Clearing
Core Banking
Policy Administration
Portfolio & Planning
Plus integrations with communication archiving (Smarsh, Global Relay), document management (Laserfiche, NetDocuments), identity verification (Alloy, Onfido), and hundreds of other financial services technologies.
Why Financial Services Organizations Choose Vantage Point
Financial Services Expertise
Hundreds of implementations across wealth management, banking, insurance, and fintech. We understand your industry.
Compliance & Security
Deep understanding of SEC, FINRA, banking, and insurance regulations. We build compliance into every solution.
Integration Excellence
Proven expertise integrating with custodians, core banking, policy admin, and every major financial services platform.
Multi-Billion Dollar RIA Transformation
The Challenge
Advisors managing 1,000+ households across three custodians with fragmented data, low CRM adoption, and advisors spending hours searching for information across disconnected systems.
The Solution
Implemented Salesforce Financial Services Cloud with real-time integrations to LPL, Schwab, and Fidelity. Built unified household views, automated workflows, and mobile-optimized advisor interface.
The Results
"Vantage Point transformed our advisor technology. The integrations with our custodians are flawless, the household views are exactly what our advisors needed, and the mobile access means they can update Salesforce from client meetings. We couldn't be happier."
Our Financial Services Implementation Approach
Proven methodology ensuring successful deployments and high adoption
Discovery
Understand your workflows, systems, and requirements
Design
Configure solution and plan integrations
Build
Develop, integrate, and migrate data
Test & Train
User testing and role-based training
Launch
Phased rollout with hypercare support
Typical implementations: 12-20 weeks depending on firm size and complexity
Ready to Transform Your Financial Services Technology?
Schedule a consultation to discuss your CRM needs. Let's explore how we can help you deliver exceptional client experiences while improving efficiency and compliance.