Financial Services Cloud

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

Explore how Salesforce revolutionizes regulatory compliance in financial services, offering powerful tools for data management, process automation, and ensuring a culture of transparency.

Salesforce MC Growth Edition: Your Financial Services Marketing Hero

Vantage Point - Salesforce Marketing Cloud Growth Edition revolutionizes marketing for SMBs in the financial sector with AI-driven insights, CRM integration, and affordable pricing. Tailored to simplify complexities, it's designed to amplify growth through targeted campaigns and personalized cust...

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...

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

Unlocking growth and productivity for a leading wealth management firm. Learn how Vantage Point and Salesforce reshaped the client experience, driving efficiency, scalability, and personalized service. #wealthmanagement #salesforce #clientexperience

The Winds of Change: How AI is Transforming Asset Management

Rapid advances in AI are transforming asset management. To thrive, asset managers must embrace AI-driven solutions. The future belongs to those who lead the AI revolution in financial services. Salesforce and partners like Vantage Point Consulting offer cutting-edge AI capabilities for success. #...

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

Discover the differences between Salesforce OEM solutions and standard Salesforce solutions, focusing on WealthHub and Salesforce Financial Services Cloud (FSC), and learn the key decision-making criteria for choosing the right CRM for your financial services organization.

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

Discover how a leading wealth management firm streamlined their tax planning scheduling process with the help of Vantage Point Consulting and Salesforce Lightning Scheduler, resulting in improved efficiency, cost savings, and a foundation for future growth.

Comparing Salesforce FSC and RedTail for Wealth Management Firms

Wealth management firms face challenges in managing their business and meeting their key performance indicators (KPIs). Salesforce FSC and RedTail are popular CRM solutions that can help firms grow their business, retain clients, measure ROI, ensure compliance, and increase employee satisfaction....

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

Discover the benefits of integrating portfolio management and accounting solutions with Salesforce Financial Services Cloud for wealth management firms.

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.