2024Gartner

• Salesforce Shines as CDP Leader in Gartner's 2024 Magic Quadrant

Show more →

Admin Updates

• Exciting April 2023 Slack Admin Updates: New Features and Changes

• May 2023 Slack Admin Updates: Enhancing Financial Services with Vantage Point

• Slack's June 2024 Updates: What Financial Services Admins Need to Know

Show more →

adoption

• Boost Salesforce Adoption: 6 Proven Strategies to Drive Engagement.

Show more →

agentforce

• Transform Your Customer Experience: The Ultimate Guide to Salesforce Agentforce for Financial Services

• Dreamforce 2024 Day 1 Recap: Financial Services Take Center Stage with AI Innovations

• Exciting News: Join Us at Salesforce Agentforce World Tour NYC 2024!

Show more →

AI

• The Transformative Impact of AI on the Financial Services Industry

• The Winds of Change: How AI is Transforming Asset Management

• The Promise and Potential of Trustworthy AI in Sales

• Understanding Generative AI: What is GPT and Who’s the sheriff?

• The Future of Financial Services: Trends and Salesforce's Role

Show more →

AppCrown

• Integrating LPL ClientWorks with Salesforce Financial Services Cloud

Show more →

Applied Epic - Agency Management System (AMS)

• Harnessing the Power of Integration: A Salesforce Implementation Success Story from a Top US Insurance Agency

Show more →

Applied Epic for Salesforce (AppExchange)

• Harnessing the Power of Integration: A Salesforce Implementation Success Story from a Top US Insurance Agency

Show more →

Asset Management

• Harnessing the Power of Salesforce Pardot: How Private Equity and Asset Management Firms Can Drive Growth and Client Success

• Leveraging Slack's New AI Features for Smarter Financial Services Teams

• Salesforce's Zero Copy Partner Network: Empowering Companies to Harness the Full Potential of Their Data

• Navigating the Storm: How Wealth and Asset Management Firms Can Thrive in 2024

Show more →

Banking and Lending

• Preeminent Community Bank uses Vantage Point to implement Salesforce Wall-to-Wall across their Institution

• Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

• Maximizing Business Potential with Slack: A Deep Dive into Its Impact on Banks and Credit Unions

• Regional Disruption: How Mid-Market Banks and Credit Unions Can Compete Through Technology

Show more →

Breadwinner

• How to Approach Integrating Salesforce and NetSuite

Show more →

C-Suite

• Boost Salesforce Adoption: 6 Proven Strategies to Drive Engagement.

Show more →

Calyx Path

• Maximizing Loan Pipeline Management with Calyx Path and Salesforce Integration

Show more →

CAN-SPAM Act

• The Importance of CAN-SPAM Act Compliance for Email Marketing

Show more →

Centro Slack and Salesforce AppExchange solution

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

Show more →

change management

• Navigating Change Management: Strategies for Successful Organizational Transformation

Show more →

Community Bank

• Preeminent Community Bank uses Vantage Point to implement Salesforce Wall-to-Wall across their Institution

• Regional Disruption: How Mid-Market Banks and Credit Unions Can Compete Through Technology

• The Demand for Personalized, Comprehensive Experiences in Financial Services

• How to Approach Integrating Salesforce and NetSuite

Show more →

Connections

• Get Ready for Salesforce Connections 2023!

Show more →

Contact Center

• Insurance Agency Partnered With Vantage Point to Implement Salesforce to Maximize Efficiency and Enhance Customer Relationships

Show more →

Core Values

• The Power of Core Values at Vantage Point Consulting

Show more →

Credit Unions

• Maximizing Business Potential with Slack: A Deep Dive into Its Impact on Banks and Credit Unions

Show more →

Customer Data Platform (CDP)

• Unlocking the Power of Salesforce CDP for FSOs

• Salesforce Shines as CDP Leader in Gartner's 2024 Magic Quadrant

• Building Trust in AI: Why Quality Data is Key to Unlocking AI's Potential

Show more →

Data Migration

• Migrating from RedTail to Salesforce Financial Services Cloud

• Salesforce's Zero Copy Partner Network: Empowering Companies to Harness the Full Potential of Their Data

Show more →

DataCloud

• Salesforce Shines as CDP Leader in Gartner's 2024 Magic Quadrant

• Unifying Financial Data with Salesforce Data Cloud: You Can Get Started for Free

• Building Trust in AI: Why Quality Data is Key to Unlocking AI's Potential

• Dreamforce 2024 Day 1 Recap: Financial Services Take Center Stage with AI Innovations

Show more →

DealCloud

• Comparing Salesforce Financial Services Cloud and DealCloud: Why FSC is the Ideal CRM Platform for Asset Management Companies

Show more →

DocuSign

• Migrating from RedTail to Salesforce Financial Services Cloud

• Leveraging DocuSign Integration with Salesforce Financial Services Cloud (FSC) as a Wealth Management Firm

Show more →

Einstein1

• Vantage Point Enables Leading Wealth Firm's Vision for Next-Gen AI-Powered Advisors with Salesforce Einstein 1

Show more →

Email Deliverability

• Email Deliverability Best Practices for Marketing Campaigns: The Ultimate Guide

Show more →

Email Marketing

• The Importance of CAN-SPAM Act Compliance for Email Marketing

• Email Deliverability Best Practices for Marketing Campaigns: The Ultimate Guide

Show more →

Encompass by ICE Mortgage Technology

• Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

Show more →

ERP

• How to Approach Integrating Salesforce and NetSuite

Show more →

Event Monitoring

• Salesforce Shield: A Comprehensive Security Solution for Financial Services

• Navigating Regulatory Compliance with Salesforce: A Comprehensive Guide for Financial Services

Show more →

Family Office

• Understanding Salesforce OEM Solutions vs. Standard Salesforce Solutions: A Deep Dive into WealthHub and Salesforce Financial Services Cloud

Show more →

Feature Retirement

• Salesforce Identity Connect Retirement: What You Need to Know and Alternative Solution Options

Show more →

Field Audit Trail

• Salesforce Shield: A Comprehensive Security Solution for Financial Services

• Navigating Regulatory Compliance with Salesforce: A Comprehensive Guide for Financial Services

Show more →

Financial Account Data Integration

• Integrating LPL ClientWorks with Salesforce Financial Services Cloud

Show more →

Financial Services

• Looking Ahead to 2023 in the Wealth Management Industry

• Salesforce Shield: A Comprehensive Security Solution for Financial Services

• How Vantage Point Consulting Can Help Financial Services Organizations With Their Pardot Audit

• 10 FAQs (with answers) about Salesforce Marketing Cloud for the Financial Services Industry

• 10 FAQs (with answers) about Salesforce Marketing Cloud for the Financial Services Industry

Show more →

Financial Services Cloud

• Salesforce Financial Services Cloud (FSC) for Mortgage vs. Jungo

• Unlock the Power of the Salesforce Spring 23' Release for Financial Services Cloud

• Preeminent Community Bank uses Vantage Point to implement Salesforce Wall-to-Wall across their Institution

• How Slack and Salesforce Financial Services Cloud Work Together

• Comparing Salesforce Financial Services Cloud and DealCloud: Why FSC is the Ideal CRM Platform for Asset Management Companies

Show more →

FSC

• Enhancing Financial Services Productivity with Slack AI

Show more →

Holiday Announcements

• Reflecting on Mother's Day: A Tribute to the Remarkable Mothers at Vantage Point and Beyond

• Get Ready for Salesforce Connections 2023!

• Vantage Point Consulting Honors Memorial Day: A Time for Reflection and Gratitude

Show more →

Hubspot

• Overcoming Limitations in Hubspot and Salesforce Integration with Salesforce Marketing Cloud

Show more →

Identity Connect

• Salesforce Identity Connect Retirement: What You Need to Know and Alternative Solution Options

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

Show more →

Industry Trends

• Looking Ahead to 2023 in the Wealth Management Industry

• The Winds of Change: How AI is Transforming Asset Management

• The Demand for Personalized, Comprehensive Experiences in Financial Services

• Navigating Regulatory Compliance with Salesforce: A Comprehensive Guide for Financial Services

Show more →

Insights

• How to Select the right Salesforce Partner

• Comparing Salesforce Marketing Cloud vs. Pardot: What You Should Know Before Choosing

• How Slack and Salesforce Financial Services Cloud Work Together

• How Vantage Point Consulting Can Help Financial Services Organizations With Their Pardot Audit

• Comparing Salesforce Financial Services Cloud and DealCloud: Why FSC is the Ideal CRM Platform for Asset Management Companies

Show more →

Insurance

• Transforming Insurance Agent Desktop Experience with Salesforce: Unlocking Growth, Efficiency, and Enhanced Customer Experience

• Insurance Agency Partnered With Vantage Point to Implement Salesforce to Maximize Efficiency and Enhance Customer Relationships

• Harnessing the Power of Integration: A Salesforce Implementation Success Story from a Top US Insurance Agency

• Salesforce's Zero Copy Partner Network: Empowering Companies to Harness the Full Potential of Their Data

Show more →

Insurance Agency and Broker

• Harnessing the Power of Integration: A Salesforce Implementation Success Story from a Top US Insurance Agency

Show more →

Integrations

• Exploring the Benefits of Integrating Salesforce with Yardi

• Preeminent Community Bank uses Vantage Point to implement Salesforce Wall-to-Wall across their Institution

• Leveraging DocuSign Integration with Salesforce Financial Services Cloud (FSC) as a Wealth Management Firm

• Integrating LPL ClientWorks with Salesforce Financial Services Cloud

• Maximizing Loan Pipeline Management with Calyx Path and Salesforce Integration

Show more →

IP Warming

• Mastering IP Warming for Salesforce Marketing Cloud Implementations

Show more →

Jungo

• Salesforce Financial Services Cloud (FSC) for Mortgage vs. Jungo

• Making the Transition from Jungo to Salesforce Financial Services Cloud

Show more →

Loan Origination System (LOS) Integration

• Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

Show more →

LPL ClientWorks

• Integrating LPL ClientWorks with Salesforce Financial Services Cloud

Show more →

Marketing Automation

• Harnessing the Power of Salesforce Pardot: How Private Equity and Asset Management Firms Can Drive Growth and Client Success

• Mastering IP Warming for Salesforce Marketing Cloud Implementations

• The Importance of CAN-SPAM Act Compliance for Email Marketing

• Overcoming Hurdles: A Comprehensive Guide to Marketo Salesforce Integration Limitations and Business Use Cases

Show more →

Marketing Cloud

• Comparing Salesforce Marketing Cloud vs. Pardot: What You Should Know Before Choosing

• 10 FAQs (with answers) about Salesforce Marketing Cloud for the Financial Services Industry

• Unlocking the Power of Salesforce CDP for FSOs

• Harnessing the Power of Salesforce Pardot: How Private Equity and Asset Management Firms Can Drive Growth and Client Success

• Mastering IP Warming for Salesforce Marketing Cloud Implementations

Show more →

Marketo

• Overcoming Hurdles: A Comprehensive Guide to Marketo Salesforce Integration Limitations and Business Use Cases

• Five Common Limitations to Know When Integrating Marketo with Salesforce

Show more →

Metazoa

• Simplify Your Salesforce Metadata Management with Metazoa

Show more →

Microsoft ClickDimensions

• Harnessing the Power of Integration: A Salesforce Implementation Success Story from a Top US Insurance Agency

Show more →

Microsoft Dynamics

• Harnessing the Power of Integration: A Salesforce Implementation Success Story from a Top US Insurance Agency

Show more →

Mortgage

• Salesforce Financial Services Cloud (FSC) for Mortgage vs. Jungo

• Maximizing Loan Pipeline Management with Calyx Path and Salesforce Integration

• Making the Transition from Jungo to Salesforce Financial Services Cloud

• Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

• Enhancing Customer Experience in Financial Services through Personalization

Show more →

Mulesoft

• Preeminent Community Bank uses Vantage Point to implement Salesforce Wall-to-Wall across their Institution

• Revolutionizing Financial Services with Mulesoft RPA

• Achieving Business Success with LeaseWave and Salesforce Integration using Mulesoft

• Vantage Point Consulting and Studio Science Launch an Integration Between Applied Epic and Salesforce for Insurance Agencies

• How to Approach Integrating Salesforce and NetSuite

Show more →

Mulesoft RPA

• Revolutionizing Financial Services with Mulesoft RPA

Show more →

NetSuite

• How to Approach Integrating Salesforce and NetSuite

Show more →

Odessa LeaveWave

• Achieving Business Success with LeaseWave and Salesforce Integration using Mulesoft

Show more →

Oracle Eloqua

• Overcoming Limitations in Oracle Eloqua and Salesforce Integration with Salesforce Marketing Cloud

Show more →

Orion

• Migrating from RedTail to Salesforce Financial Services Cloud

• Unlocking Growth and Productivity: Vantage Point and Salesforce Reshape the Client Experience for a Leading Wealth Management Firm

Show more →

Pardot

• Comparing Salesforce Marketing Cloud vs. Pardot: What You Should Know Before Choosing

• How Vantage Point Consulting Can Help Financial Services Organizations With Their Pardot Audit

• Harnessing the Power of Salesforce Pardot: How Private Equity and Asset Management Firms Can Drive Growth and Client Success

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

• Mastering IP Warming for Salesforce Marketing Cloud Implementations

Show more →

Partnerships

• Vantage Point Consulting and Studio Science Launch an Integration Between Applied Epic and Salesforce for Insurance Agencies

Show more →

Platform Encryption

• Salesforce Shield: A Comprehensive Security Solution for Financial Services

• Navigating Regulatory Compliance with Salesforce: A Comprehensive Guide for Financial Services

Show more →

Portfolio Management and Accounting Solutions

• 5 Benefits of Integrating Portfolio Management and Accounting Solutions with Salesforce Financial Services Cloud for Wealth Management Firms

Show more →

Private Equity (PE)

• Harnessing the Power of Salesforce Pardot: How Private Equity and Asset Management Firms Can Drive Growth and Client Success

Show more →

Quick Starts

• Introducing Our New Salesforce Sales Dialer Quick Start: Streamline Your Sales Process Today!

Show more →

Quickbooks

• Considerations for Integrating Salesforce with Xero or QuickBooks Online

Show more →

Real Estate

• Exploring the Benefits of Integrating Salesforce with Yardi

• Unlocking Power thru Integration: Streamlining Commercial Real Estate Operations with MRI Software and Salesforce

• Salesforce's Zero Copy Partner Network: Empowering Companies to Harness the Full Potential of Their Data

Show more →

RedTailCRM

• Migrating from RedTail to Salesforce Financial Services Cloud

• Comparing Salesforce FSC and RedTail for Wealth Management Firms

Show more →

Releases

• Unlock the Power of the Salesforce Spring 23' Release for Financial Services Cloud

• Salesforce MC Growth Edition: Your Financial Services Marketing Hero

• Leveraging Slack's New AI Features for Smarter Financial Services Teams

• Salesforce's Zero Copy Partner Network: Empowering Companies to Harness the Full Potential of Their Data

• Supercharge Your Sales with Salesforce's AI-Powered Tools

Show more →

Reporting & Analytics

• Maximizing Your Salesforce Investment with Vantage Point Consulting: Reporting and Analytics Solutions for Financial Services

• The Future of Financial Services: Trends and Salesforce's Role

• Building Trust in AI: Why Quality Data is Key to Unlocking AI's Potential

Show more →

RIA

• Navigating Challenges in Wealth Management and RIA Industry: Leveraging Salesforce for Success

Show more →

RivaCloud AppExchange solution

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

Show more →

Salesforce

• Salesforce Financial Services Cloud (FSC) for Mortgage vs. Jungo

• Unlock the Power of the Salesforce Spring 23' Release for Financial Services Cloud

• Salesforce Identity Connect Retirement: What You Need to Know and Alternative Solution Options

• Exploring the Benefits of Integrating Salesforce with Yardi

• Salesforce Shield: A Comprehensive Security Solution for Financial Services

Show more →

Salesforce AppExchange

• Simplify Your Salesforce Metadata Management with Metazoa

Show more →

Salesforce CRMA

• Maximizing Your Salesforce Investment with Vantage Point Consulting: Reporting and Analytics Solutions for Financial Services

Show more →

Salesforce Events

• Get Ready for Salesforce Connections 2023!

• Dreamforce 2024 Day 2 Recap: Financial Services Takeaways

Show more →

Salesforce Implementation

• Preeminent Community Bank uses Vantage Point to implement Salesforce Wall-to-Wall across their Institution

• Migrating from RedTail to Salesforce Financial Services Cloud

• Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

• Insurance Agency Partnered With Vantage Point to Implement Salesforce to Maximize Efficiency and Enhance Customer Relationships

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

Show more →

Salesforce Lightning Scheduler

• Revolutionizing Tax Planning Scheduling: A Wealth Management Success Story with Salesforce Lightning Scheduler

Show more →

Salesforce Optimization

• Revolutionizing Tax Planning Scheduling: A Wealth Management Success Story with Salesforce Lightning Scheduler

• Unlocking Growth and Productivity: Vantage Point and Salesforce Reshape the Client Experience for a Leading Wealth Management Firm

• Optimizing Your Legacy Salesforce Org for Maximum Efficiency

• Vantage Point’s May Insights : Empowering Financial Services with Salesforce AI

Show more →

Salesforce Reports & Dashboards

• Maximizing Your Salesforce Investment with Vantage Point Consulting: Reporting and Analytics Solutions for Financial Services

Show more →

Salesforce Sales Cloud

• Insurance Agency Partnered With Vantage Point to Implement Salesforce to Maximize Efficiency and Enhance Customer Relationships

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

• Moving from Salesforce Sales Cloud to Service Cloud: A Comprehensive Guide

• Harnessing the Power of Integration: A Salesforce Implementation Success Story from a Top US Insurance Agency

• The Winds of Change: How AI is Transforming Asset Management

Show more →

Salesforce Sales Dialer

• Introducing Our New Salesforce Sales Dialer Quick Start: Streamline Your Sales Process Today!

Show more →

Salesforce Service Cloud

• Moving from Salesforce Sales Cloud to Service Cloud: A Comprehensive Guide

Show more →

Salesforce Shield

• Salesforce Shield: A Comprehensive Security Solution for Financial Services

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

• Navigating Regulatory Compliance with Salesforce: A Comprehensive Guide for Financial Services

Show more →

Salesforce Tableau

• Maximizing Your Salesforce Investment with Vantage Point Consulting: Reporting and Analytics Solutions for Financial Services

• Navigating the Storm: How Wealth and Asset Management Firms Can Thrive in 2024

Show more →

Salesforce-Eloqua Integration

• Overcoming Limitations in Oracle Eloqua and Salesforce Integration with Salesforce Marketing Cloud

Show more →

Salesforce-Hubspot Integration

• Overcoming Limitations in Hubspot and Salesforce Integration with Salesforce Marketing Cloud

Show more →

Salesforce-Marketo Integration

• Overcoming Hurdles: A Comprehensive Guide to Marketo Salesforce Integration Limitations and Business Use Cases

• Five Common Limitations to Know When Integrating Marketo with Salesforce

Show more →

Service Cloud

• ZenDesk vs. Salesforce Service Cloud: A Comparison by Vantage Point Consulting

Show more →

Services

• Introducing Our New Salesforce Sales Dialer Quick Start: Streamline Your Sales Process Today!

Show more →

Slack

• How Slack and Salesforce Financial Services Cloud Work Together

• Exciting April 2023 Slack Admin Updates: New Features and Changes

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

• May 2023 Slack Admin Updates: Enhancing Financial Services with Vantage Point

• Maximizing Business Potential with Slack: A Deep Dive into Its Impact on Banks and Credit Unions

Show more →

SPF/DKIM

• Email Deliverability Best Practices for Marketing Campaigns: The Ultimate Guide

Show more →

Spring '23

• Unlock the Power of the Salesforce Spring 23' Release for Financial Services Cloud

Show more →

Spring '24

• Salesforce Spring '24 Release: Impact on Financial Services

Show more →

StudioScience

• Vantage Point Consulting and Studio Science Launch an Integration Between Applied Epic and Salesforce for Insurance Agencies

Show more →

Success Stories

• Preeminent Community Bank uses Vantage Point to implement Salesforce Wall-to-Wall across their Institution

• Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

• Insurance Agency Partnered With Vantage Point to Implement Salesforce to Maximize Efficiency and Enhance Customer Relationships

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

• Revolutionizing Tax Planning Scheduling: A Wealth Management Success Story with Salesforce Lightning Scheduler

Show more →

Summer '24

• Salesforce Summer Release ‘24: Empowering Financial Services with Cutting-Edge Features

• Salesforce Flow: Unleashing the Power of Automation in Summer '24

Show more →

Swoogo - Event Management Software

• Harnessing the Power of Integration: A Salesforce Implementation Success Story from a Top US Insurance Agency

Show more →

Tamarac

• Migrating from RedTail to Salesforce Financial Services Cloud

Show more →

Tax Planning

• Revolutionizing Tax Planning Scheduling: A Wealth Management Success Story with Salesforce Lightning Scheduler

Show more →

Trading

• Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

Show more →

Vantage Point Consulting

• The Power of Core Values at Vantage Point Consulting

• How to Select the right Salesforce Partner

• Meet Casey Rio, Salesforce Consultant at Vantage Point!

• Meet Tierney Helgesen, HR/Talent Manager at Vantage Point!

• Meet Allison Jai O’Dell, Senior Consultant at Vantage Point!

Show more →

Wealth Management

• Looking Ahead to 2023 in the Wealth Management Industry

• Leveraging DocuSign Integration with Salesforce Financial Services Cloud (FSC) as a Wealth Management Firm

• 5 Benefits of Integrating Portfolio Management and Accounting Solutions with Salesforce Financial Services Cloud for Wealth Management Firms

• Revolutionizing Tax Planning Scheduling: A Wealth Management Success Story with Salesforce Lightning Scheduler

• Understanding Salesforce OEM Solutions vs. Standard Salesforce Solutions: A Deep Dive into WealthHub and Salesforce Financial Services Cloud

Show more →

WealthHub

• Understanding Salesforce OEM Solutions vs. Standard Salesforce Solutions: A Deep Dive into WealthHub and Salesforce Financial Services Cloud

Show more →

Who We Are

• The Power of Core Values at Vantage Point Consulting

• Meet Casey Rio, Salesforce Consultant at Vantage Point!

• Meet Tierney Helgesen, HR/Talent Manager at Vantage Point!

• Meet Allison Jai O’Dell, Senior Consultant at Vantage Point!

• Meet Mara Beck, Salesforce Solutions Architect at Vantage Point!

Show more →

World Tour

• Exciting News: Join Us at Salesforce Agentforce World Tour NYC 2024!

Show more →

Xero

• Considerations for Integrating Salesforce with Xero or QuickBooks Online

Show more →

Yardi

• Exploring the Benefits of Integrating Salesforce with Yardi

Show more →