David Cockrum

David Cockrum

Honoring Those Who Served: Veterans Day 2024

Veterans Day, originally Armistice Day, commemorates the end of World War I and honors all American veterans. This year marks the 105th anniversary, with nationwide events celebrating their service. At Vantage Point, we deeply appreciate the sacrifices of our veterans and value their contribution...

Enhancing Wealth Management with Salesforce Financial Services Cloud: 5 Compelling Reasons to Upgrade

Upgrading to Salesforce Financial Services Cloud (FSC) can transform wealth management firms by enhancing operational efficiency, client experience, and regulatory compliance. FSC's real-time data access and advanced analytics support informed decision-making and personalized client interactions....

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

Join us at the Salesforce Agentforce World Tour NYC 2024 on November 20th for an action-packed day of groundbreaking AI innovations, networking opportunities, and expert-led sessions. Discover how Salesforce is revolutionizing customer engagement with its latest advancements in AI and CRM. Don't ...

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

Wealth and asset management firms are facing unprecedented challenges in 2024, from regulatory pressures to technological disruptions. This article explores how leveraging Salesforce, Tableau, and Slack can help these firms enhance operational efficiency, improve client relationships, and ensure ...

Embracing the Future: Transitioning to Salesforce's Core Platform

Discover how Salesforce's strategic shift from the Financial Services Cloud Managed Package to a more robust core platform is revolutionizing financial services technology. Learn about the enhanced data models, improved household management, and flexible record rollups that are set to transform o...

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

The wealth management and RIA industry faces talent shortages, regulatory compliance, and economic uncertainty. Vantage Point Consulting leverages Salesforce to streamline operations, ensure compliance, and enhance client interactions, positioning firms for long-term success.

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

Discover the latest Slack updates designed to enhance financial services collaboration and productivity, and learn how Vantage Point can help your organization implement and optimize these features.

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

Vantage Point’s May Insights. Review our blog posts for the month of May. Learn about innovative tools like Einstein Copilot, enhanced data integration, and effective change management strategies to drive growth and efficiency.

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

Vantage Point - The Salesforce Summer Release ‘24 introduces groundbreaking features for the Financial Services industry, including AI-driven assistance with Einstein Copilot and a unified platform for loan origination and servicing. These updates are designed to enhance customer interactions, ...

Navigating Change Management: Strategies for Successful Organizational Transformation

In today's fast-paced business environment, effective change management is crucial for successful organizational transformation. This article delves into essential strategies for navigating Salesforce implementations, emphasizing stakeholder alignment, employee engagement, and comprehensive train...