Salesforce Consulting Built for Financial Services
Transform your financial services operations with purpose-built Salesforce solutions. From Financial Services Cloud to AgentForce AI, we deliver compliant, secure implementations that drive measurable results.
Why Financial Services Firms Choose Vantage Point for Salesforce
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 your business better than any generalist firm.
Financial Services DNA
We understand your regulatory requirements (SEC, FINRA, GDPR), integration needs (LPL, Schwab, Fidelity, Jack Henry, FIS), and business processes better than any generalist firm.
Senior-Level Expertise
Senior-level, Salesforce certified consultants lead every project. 100% U.S.-based team with no offshore resources. Our team brings extensive combined experience in financial services.
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.
Proven 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.
Salesforce Products We Implement
We implement and optimize the full Salesforce ecosystem—customized for financial services workflows, compliance requirements, and integration needs.
Financial Services Cloud
The foundation for financial services CRM. Purpose-built for advisors, bankers, agents with household views, referral tracking, and regulatory compliance.
- Household relationship mapping
- Goals-based planning tools
- Financial account aggregation
Health Cloud
Healthcare-specific CRM for patient engagement, care coordination, and population health. HIPAA-compliant with EHR/HIE integration via FHIR and HL7.
- Patient 360 with clinical data
- Care plan automation
- EHR/HIE integration (FHIR, HL7)
Data Cloud
Unify fragmented data from core systems, custodians, and platforms into a single source of truth. Real-time data streaming and AI-powered insights.
- Real-time data integration
- Customer 360 views
- AI-ready data foundation
Marketing Cloud
Deliver personalized, compliant marketing at scale. Email journeys, automated campaigns, and client segmentation with regulatory compliance built-in.
- Journey Builder campaigns
- Email Studio with compliance
- Audience segmentation
Sales Cloud
Accelerate sales with pipeline management, opportunity tracking, and forecasting. Ideal for business development and institutional sales teams.
- Opportunity management
- Forecasting & quotas
- Lead scoring & routing
Service Cloud
Transform customer service with intelligent case management, omnichannel support, knowledge base, and AI-powered automation.
- Omnichannel routing
- Case management & SLA tracking
- Knowledge base & self-service
AgentForce
Deploy autonomous AI agents that work alongside your team—answering client questions, processing transactions, and providing recommendations 24/7.
- Conversational AI agents
- Autonomous task completion
- Compliance-aware responses
MuleSoft
Connect Salesforce with core banking systems, policy administration platforms, portfolio management tools, and custodians through secure API-led integration.
- API-led connectivity
- Pre-built financial connectors
- Real-time data sync
How Financial Services Leaders Use Salesforce
Wealth Management
Wealth management firms use Financial Services Cloud and Data Cloud to unify client data from custodians, create household views, track referrals, and deliver personalized advice at scale.
- 350% improved data completeness
- 50% enhanced advisor adoption
- 33x boost in client capacity
Banking
Banks and credit unions leverage Salesforce to modernize customer experiences, streamline loan origination, and manage relationships across retail, commercial, and digital channels.
- 200% improved loan processing
- 385% enhanced customer engagement
- 25% reduced operational costs
Insurance
Insurance carriers and brokers use Salesforce for agency management, policy lifecycle management, claims processing, and producer workflows.
- 71% reduced case closure times
- 75% cut in infrastructure costs
- 2.7 day decrease in wait times
Vantage Accelerators: Faster, Smarter Implementations
Our proprietary accelerators leverage years of financial services expertise—significantly reducing implementation time while improving functionality and user adoption.
RecordIQ
SAVE 2-4 WEEKSIntelligent record management and data quality tools that automatically detect duplicates, standardize data, and maintain CRM hygiene.
Field Set
SAVE 1-2 WEEKSPre-configured field sets for financial services use cases. Deploy industry-specific configurations in days, not weeks.
Dynamic Forms
SAVE 2-3 WEEKSConditional forms that adapt based on user input, ensuring data quality and compliance. Reduce form abandonment significantly.
Advanced Data Table
SAVE 1-2 WEEKSEnhanced data visualization components for financial account hierarchies, portfolio holdings, and transaction histories.
Ready to Transform Your Salesforce Operations?
Schedule a consultation to discuss your Salesforce needs and goals. Let's explore how we can help you achieve measurable results with the world's leading CRM platform.