Vantage Point Consulting
Vantage Point Consulting specializes in Salesforce consulting for financial services, offering advisory, implementation, optimization, and managed services with a 100% Salesforce certified, US-based, and employee-owned team.
Services
Vantage Point Consulting offers a range of Salesforce consulting services tailored to financial services. Key offerings include advisory, implementation, optimization, and managed services. The consultancy works with platforms such as Salesforce, Slack, Tableau, Marketing Cloud, and Mulesoft/third-party integrations. Their goal is to help financial services companies maximize return on investment and drive sustainable growth through customized solutions.
Team and Certifications
The Vantage Point Consulting team is 100% Salesforce certified, ensuring high levels of expertise and reliability. Additionally, the team is entirely US-based and employee-owned, which underscores their commitment to quality and accountability. Their deep industry experience is bolstered by the presence of former financial services practitioners, enabling a nuanced understanding of client needs.
Customer Success
Vantage Point Consulting has a strong track record of customer satisfaction, boasting a 4.9/5 CSAT score on AppExchange and serving over 150 happy customers. Their high-touch, boutique approach has made them a Salesforce Financial Services Top 25 North America Partner. Highlighted successful projects include implementing Salesforce for a leading community bank in Washington State and helping a wealth management firm streamline tax planning scheduling.
Industry Experience
Vantage Point Consulting leverages deep financial services industry experience, with their team including former practitioners. They focus on implementing tailored Salesforce solutions to address specific challenges, such as siloed data, stringent security requirements, and workflow standardization. Their projects have helped various firms, including a leading trading firm and a top US insurance agency, achieve greater efficiency and stronger customer relationships.
Notable Projects
Some of Vantage Point Consulting’s notable projects include helping a leading community bank in Washington State implement Salesforce wall-to-wall, assisting a wealth management firm in streamlining tax planning scheduling with Salesforce Lightning Scheduler, and partnering with a top US insurance agency to solve data management and workflow challenges. They also successfully transitioned Cornerstone First Mortgage from Pipedrive to Salesforce Financial Services Cloud, demonstrating their expertise in optimizing Salesforce for various financial services applications.