Financial Services

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. #...

The Transformative Impact of AI on the Financial Services Industry

As a leading Salesforce consulting partner, we have seen firsthand how AI tools can transform businesses in the financial services industry. From driving efficiency to providing hyper-personalized experiences, AI is reshaping the future of finance. Discover how AI can impact your organization and...

Revolutionizing Financial Services with Mulesoft RPA

In today’s fast-paced digital era, financial services organizations are constantly looking for ways to stay competitive and streamline their operations. Mulesoft RPA (Robotic Process Automation) is a technology that can help organizations achieve their goals by automating repetitive and time-co...

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.

Unlocking the Power of Salesforce CDP for FSOs

With the advent of digital transformation, financial services organizations (FSOs) are looking for more efficient and effective ways to manage customer data. Salesforce Marketing Cloud Customer Data Platform (CDP) is a cloud-based platform that provides FSOs with an integrated view of their custo...

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.

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.

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

Are you in the financial services industry and looking to audit your marketing automation platform? If so, Vantage Point Consulting can help. Our Salesforce Marketing Cloud Account Engagement (Pardot) audit service offers organizations a comprehensive review of their current platform usage with a...

Salesforce Shield: A Comprehensive Security Solution for Financial Services

With its comprehensive suite of features and tools, Salesforce Shield is the perfect security solution for financial services organizations looking to stay ahead in today's increasingly digital world. From native encryption and event monitoring to field audit trails and platform encryption, Sales...