Banking and Lending

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

Discover how Salesforce's Zero Copy Partner Network is revolutionizing data integration, allowing businesses to access and act on their data in real time without the need for costly and complex ETL processes. This new ecosystem not only accelerates AI-driven customer experiences but also ensures ...

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

Vantage Point is revolutionizing the financial services industry by leveraging the powerful capabilities of Salesforce. With a focus on data democratization, hyper-personalization, and embedded engagement, their expert team empowers institutions to deliver personalized customer experiences. It en...

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

Vantage Point - Discover how Slack's latest AI features are revolutionizing the financial services industry, enhancing productivity, decision-making, and customer service for banks, insurance providers, and investment firms.

How to Approach Integrating Salesforce and NetSuite

Seamless integration between Salesforce and NetSuite can provide a competitive advantage by streamlining operations and elevating customer experiences. Benefits include seamless data flow, enhanced customer experience, improved decision-making, and increased operational efficiency. Use cases rang...

The Demand for Personalized, Comprehensive Experiences in Financial Services

Customers in the financial services industry are demanding personalized and comprehensive experiences to navigate the uncertain economic climate. A report reveals that customers feel their financial service providers lack guidance, prefer non-digital interactions, and would switch providers if se...

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

Vantage Point - Mid-market banks and credit unions can compete with mega-banks and fintech disruptors through technology. Discover how digital payments, open banking, customer analytics, and cloud infrastructure can give them an edge.

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

As a leading Salesforce consulting partner in the financial services industry, Vantage Point Consulting has witnessed firsthand how integrating tools like Slack can transform businesses, particularly within the banking and credit union sectors. Slack, when used strategically, can be a powerful al...

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

Discover how a leading trading firm overcame the challenges of siloed data and stringent security requirements by partnering with Vantage Point to implement a tailored and scalable Salesforce solution that revolutionized their business operations.

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

At Vantage Point Consulting, we worked alongside Cornerstone First Mortgage in helping them transition from Pipedrive to the Salesforce Financial Services Cloud. Our expertise enabled them to quickly and efficiently reach their goals and improve their operations and customer service.

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

First Federal Savings and Loan, a leading community bank in Washington State, partnered with Vantage Point to successfully implement Salesforce wall-to-wall throughout the institution.