Vantage Point | Salesforce Consulting Financial Services & Regulated Industries - Vantage Point - AppExchange
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Vantage Point | Salesforce Consulting Financial Services & Regulated Industries
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 85
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 9
  • Year this company was founded Founded 2007
Vantage Point | Salesforce Consulting Financial Services & Regulated Industries
The Person Who Scopes It Delivers It
400 plus engagements and a 95% retention rate
Your Agentforce Journey Starts Here
AI Delivery Not AI Promises
Complex, Regulated Industries, High Stakes. Our Natural Environment.
The Salesforce Consulting Partner for Mortgage & Lending
The Salesforce Consulting Partner for Wealth & Asset Management
The Salesforce Consulting Partner for Insurance
Salesforce consulting built for complexity, compliance & growth

Salesforce Consulting Partner specializing in Financial Services and regulated industries, with proven expertise across Financial Services Cloud, Data Cloud, MuleSoft, and Agentforce.

Highlights

  • Salesforce Financial Services Cloud Specialists - Trusted Salesforce consulting partner delivering Financial Services Cloud and Salesforce CRM implementation solutions for wealth management, banking, insurance, fintech, and other regulated industries.
  • Senior-Led Delivery - Every engagement is led by certified Salesforce consultants with hands-on expertise in Financial Services Cloud, MuleSoft, Data Cloud, Agentforce AI, and regulated industry CRM transformation.
  • End-to-End Salesforce Partnership - From implementation to managed services, we work as an extension of your team across Financial Services Cloud, Data Cloud, Experience Cloud, and Agentforce to drive engagement and efficiency.


Description

Vantage Point is a Salesforce Consulting Partner with deep expertise in Financial Services Cloud, CRM implementation, integrations, and platform optimization for wealth management, banking, insurance, fintech, and regulated industries.####Our certified Salesforce consultants design, implement, and optimize solutions that improve client engagement, streamline operations, and deliver measurable business outcomes across financial services and regulated sectors.####We support organizations across the full Salesforce ecosystem including Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, and Marketing Cloud.##Our team helps organizations unlock AI-powered automation through Agentforce and intelligent workflows. MuleSoft integrations securely connect Salesforce with enterprise systems, data platforms, and third-party applications.####Services include Financial Services Cloud consulting, CRM implementation, MuleSoft integrations, Data Cloud architecture, Experience Cloud, Service Cloud Voice, Agentforce AI, data migration, and Salesforce managed services.

Geographic Focus

Canada
Ontario Quebec
International Mexico New Zealand

Languages

English, Spanish

About Vantage Point Vantage Point is a Salesforce Consulting Partner with deep expertise in Financial Services and regulated industries, and a proven track record across the full Salesforce ecosystem.##For over 17 years, we have partnered with clients to maximize their Salesforce investment — delivering measurable business outcomes through expert implementation, integration, and optimization.##Our services span Financial Services Cloud, CRM implementation, MuleSoft integrations, Data Cloud, Agentforce AI, data migration, and Salesforce managed services — built for organizations that demand precision, compliance, and results.

Headquarters
Dallas, TX
Phone
469-499-3400