Financial Services Cloud

Making the Transition from Jungo to Salesforce Financial Services Cloud

Making the transition from Jungo to Salesforce Financial Services Cloud (FSC) for Mortgage can bring numerous benefits to your financial services organization. From increased efficiency and better data management to improved customer experience and enhanced collaboration, the advantages of this m...

Unleashing the Power of Salesforce Financial Services Cloud (FSC) in the Financial Services Industry

This blog post will dive into ten frequently asked questions about Salesforce FSC and explore how it can help financial services companies overcome their unique challenges and achieve their goals.

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

This blog post will explore ten FAQs about Salesforce Marketing Cloud in the financial services industry and how it can help organizations enhance their marketing strategies.

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

Managing your wealth management firm's business processes can be complex, but leveraging advanced technology can help streamline and simplify the process. Integrating DocuSign with Salesforce Financial Services Cloud (FSC) is an excellent way to ensure critical business processes are completed qu...

Migrating from RedTail to Salesforce Financial Services Cloud

Moving from one CRM system to another can be both time-consuming and daunting. At Vantage Point, we understand the importance of a seamless transition to the Salesforce Financial Services Cloud (FSC). With experience in dozens of successful migrations and transitions from RedTail CRM to Salesforc...

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

A reliable and efficient CRM platform is essential for managing customer data, automating sales and marketing processes, and collaborating on deals in the asset management industry. Two of the most popular CRM platforms in this space are Salesforce Financial Services Cloud (FSC) and DealCloud.

How Slack and Salesforce Financial Services Cloud Work Together

The financial services industry is one of the most competitive markets in the world. In order to stay ahead of the competition and grow, organizations must be able to quickly access customer data, collaborate with colleagues, and make informed decisions. That’s where Slack and Salesforce Financ...

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.

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

The Salesforce Spring 23' Release for Financial Services Cloud includes new features that improve the customer experience. These features include improved data security, better customer insights, and enhanced collaboration capabilities. These enhancements can help businesses increase efficiency a...