Salesforce

Enhancing Wealth Management with Salesforce Financial Services Cloud: 5 Compelling Reasons to Upgrade

Upgrading to Salesforce Financial Services Cloud (FSC) can transform wealth management firms by enhancing operational efficiency, client experience, and regulatory compliance. FSC's real-time data access and advanced analytics support informed decision-making and personalized client interactions....

Exciting News: Join Us at Salesforce Agentforce World Tour NYC 2024!

Join us at the Salesforce Agentforce World Tour NYC 2024 on November 20th for an action-packed day of groundbreaking AI innovations, networking opportunities, and expert-led sessions. Discover how Salesforce is revolutionizing customer engagement with its latest advancements in AI and CRM. Don't ...

Navigating the Storm: How Wealth and Asset Management Firms Can Thrive in 2024

Wealth and asset management firms are facing unprecedented challenges in 2024, from regulatory pressures to technological disruptions. This article explores how leveraging Salesforce, Tableau, and Slack can help these firms enhance operational efficiency, improve client relationships, and ensure ...

Embracing the Future: Transitioning to Salesforce's Core Platform

Discover how Salesforce's strategic shift from the Financial Services Cloud Managed Package to a more robust core platform is revolutionizing financial services technology. Learn about the enhanced data models, improved household management, and flexible record rollups that are set to transform o...

Navigating Challenges in Wealth Management and RIA Industry: Leveraging Salesforce for Success

The wealth management and RIA industry faces talent shortages, regulatory compliance, and economic uncertainty. Vantage Point Consulting leverages Salesforce to streamline operations, ensure compliance, and enhance client interactions, positioning firms for long-term success.

Revolutionizing Wealth Management: Unleashing the Power of Salesforce Data Cloud and AgentForce

Vantage Point - Discover how Salesforce Data Cloud and AgentForce are revolutionizing wealth management by enhancing client relationships, streamlining operations, and leveraging advanced analytics. Learn how Vantage Point's expertise can help your firm implement these powerful tools for maximum ...

Key Takeaways from the 2024 Dreamforce Financial Services Keynote

Vantage Point - The 2024 Dreamforce Financial Services Keynote unveiled pivotal innovations and trends, underscoring the shift towards digital transformation and customer-centric strategies. Highlights include AI-driven customer experiences, data analytics for decision-making, blockchain integrat...

Dreamforce 2024 Day 2 Recap: Financial Services Takeaways

Vantage Point - Day 2 of Dreamforce 2024 showcased groundbreaking AI integrations for the financial services sector, emphasizing operational efficiency and customer satisfaction. Key sessions highlighted industry-specific solutions and the importance of regulatory considerations. The introduction...

Dreamforce 2024 Day 1 Recap: Financial Services Take Center Stage with AI Innovations

Vantage Point - Dreamforce 2024 kicked off with over 45,000 attendees and millions more online, spotlighting AI innovations in financial services. The highlight was Agentforce, Salesforce's autonomous AI suite promising to revolutionize customer service and sales. Key announcements included a $1 ...

Salesforce Flow: Unleashing the Power of Automation in Summer '24

Vantage Point - Salesforce's Summer '24 release introduces groundbreaking enhancements to the Flow platform, including Action Buttons for interactive screen flows, Flow Orchestrator for managing complex processes, and advanced debugging tools. These features empower users to build efficient, user...