Industry Trends

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.

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...

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. #...

Looking Ahead to 2023 in the Wealth Management Industry

As technology continues to evolve, so too does the wealth management industry. Every year brings new opportunities and challenges. So, what can we expect from the world of wealth management in 2023? Here, we look at some of the biggest trends shaping the industry over the next few years.