Discover how Vantage Point leverages deep financial services expertise and Salesforce mastery to deliver transformative solutions for the financial services industry.
At the intersection of deep financial services expertise and Salesforce implementation excellence, Vantage Point was born from a vision to transform how financial services firms leverage technology. Our story is one of insight, innovation, and an unwavering commitment to client success. Here's how our journey unfolded and what makes us who we are today.
Vantage Point's story begins with our founder, David Cockrum, whose personal insight into industry challenges sparked a vision. As a former COO of a rapidly growing RIA (Registered Investment Advisor) and wealth management firm, David had spent 13 years as a Salesforce customer, experiencing firsthand the challenges financial services companies faced with their technology investments.
David recognized a critical gap in the market: financial services companies needed a consultancy firm that genuinely understood both the nuances of their business and the Salesforce platform. Too often, these firms struggled to maximize their Salesforce investments because their implementation partners lacked the specialized industry knowledge necessary to deliver truly transformative solutions.
"It all started when David Cockrum, an experienced COO and Salesforce customer for thirteen years, recognized the need for a consultancy firm to help Financial Services companies make the most of their Salesforce investments. He envisioned creating Vantage Point - a firm at the intersection of Salesforce and Financial Services - that genuinely understood the platform's nuances and its customers' businesses."
This intersection of financial services expertise and Salesforce implementation excellence became the foundation upon which Vantage Point was built.
At Vantage Point, our mission is clear: to seamlessly integrate deep financial services expertise with Salesforce implementation excellence, creating transformative client solutions. We're dedicated to helping financial services companies achieve their goals and maximize their return on investment with Salesforce.
We advise, implement, and support the Salesforce platform for companies across the financial services industry, delivering customized advisory, implementation, optimization, and managed services. Our focus is exclusively on the financial services sector, which allows us to develop specialized expertise that general Salesforce consultancies simply cannot match.
Our purpose extends beyond simple technology implementation. We're committed to helping our clients leverage Salesforce as a strategic asset that drives growth, enhances client relationships, and creates sustainable competitive advantage in the fast-evolving financial services landscape.
Our values aren't just words on a page—they're the principles that guide every client interaction, every project decision, and every team member's approach to their work:
We take personal responsibility for our clients' success. When we commit to a project, we approach it as if we were building solutions for our own business. This mindset ensures we're always focused on delivering real, measurable value.
We believe the best solutions emerge from true partnership. We work alongside our clients, becoming an extension of their team rather than just another consulting firm. This collaborative approach ensures we understand their unique challenges and develop solutions that truly fit their needs.
We don't give up when challenges arise. Instead, we approach difficult problems with determination and creativity, staying committed until we find the right solution. Our clients know they can count on us to go the extra mile.
We bring deep expertise to every engagement, but we also recognize that we must always be open to learning new things and adapting our strategies as necessary. Our clients can be sure that we will approach every project with a balance of confidence and respect.
These values create the foundation of our company culture and inform how we select, develop, and empower our team members.
What truly sets Vantage Point apart is our distinctive approach to client engagements. We've developed a methodology that consistently delivers exceptional results:
We deliver personalized attention and white-glove service throughout every client engagement. Our clients don't get lost in the shuffle of a massive consulting organization; they receive dedicated focus from our team of experts.
We invest the time to understand your business and create solutions fit for your specific needs. We create impactful results, not just deliverables. And we challenge existing thinking, pushing the boundaries of what's possible to deliver step-change outcomes.
We take a highly bespoke and integrated approach to our Salesforce professional services, cultivating and applying the best talent, technical resources, technology, and methodology resources to complex and high-stake engagements. This ensures solutions that precisely match each client's unique requirements.
"We treat your business goals as if they were our own: we become obsessed with your success. We put your needs first no matter what and we always do the 'right thing' by you."
This commitment to client success has led to our industry-leading 95% client retention rate.
Our exclusive focus on the financial services sector has allowed us to develop specialized expertise that generalist consultancies simply cannot match. We've worked with over 150 financial services clients, achieving an industry-leading 95% retention rate and a 4.71/5 customer satisfaction rating. Our team brings over 100 years of combined financial services industry experience to every implementation, providing deep domain knowledge that extends across various financial services subsectors:
This is our specialty and core focus area. We've been distinguished as a Top 25 Financial Services Partner in North America, demonstrating our leadership in this specialized domain.
Beyond Financial Services Cloud, we offer expertise across the entire Salesforce ecosystem, including Sales Cloud, Service Cloud, and specialized implementations like High Velocity Sales and Lightning Dialer.
We've developed particular expertise in areas like wealth management, insurance, lending, and investment services, allowing us to deliver solutions tailored to the unique requirements of each subsector.
Our impact is best illustrated through the transformative work we've done with our clients. Here are a few examples of how we've helped financial services companies achieve their goals:
We partnered with a premier provider of capital equipment solutions serving various industries, including construction, forestry, agriculture, warehousing, material handling, and trucking. This family-owned business spans four generations, operates a network of over 150 locations, and employs 3,000 team members across nine western states. Our relationship began in April 2022 with an initial Salesforce implementation project focused on streamlining business processes.
We helped a Phoenix, AZ-based wealth management firm with $2.6 billion in assets under management transition from Salesforce for Wealth Management to Financial Services Cloud. This transition increased speed to solution by taking advantage of FSC features and functionality, reduced the need for custom configuration, unified data on the Salesforce platform providing a 360-degree view of the client relationship, enabled data-driven decisions with enhanced business reporting and analytics, and increased productivity with enhanced data and automated workflows.
For one of the largest privately held independent insurance brokers in Texas, we implemented Salesforce Sales Cloud, High Velocity Sales, Lightning Dialer, and Pardot. This created a 360-view of their customers, streamlined key processes, implemented a unified and intuitive sales experience, provided sales cadence to focus on hot prospects, and aligned marketing and sales efforts to a common goal.
We've helped clients achieve a 30% reduction in compliance-related operational costs and significant improvements in audit readiness through our specialized Salesforce compliance solutions.
These success stories demonstrate our ability to understand complex financial services requirements and translate them into powerful Salesforce solutions that drive measurable business outcomes.
Vantage Point is led by a powerhouse team of multi-platform industry experts devoted to helping customers maximize their CRM value through human-centered practices that stick. Under the guidance of Founder & CEO David Cockrum, our team is determined to ensure that customers make the most out of their Salesforce investment.
We bring talent of the highest caliber to produce the best results. Our elite, US-based senior consultants bring extensive financial services domain expertise to every implementation. We become an extension of your team, serving as true partners and not just another consulting firm: we share accountability and success.
"We demand excellence in all we do, going above and beyond to drive lasting impact."
This dedication to excellence has helped us build a reputation as a trusted advisor in the financial services sector.
As we look to the future, Vantage Point remains committed to our founding vision: helping financial services companies maximize the value of their Salesforce investments. We continue to evolve our capabilities to address emerging industry challenges, from AI integration to enhanced compliance requirements.
The financial services sector is experiencing unprecedented digital transformation, and our specialized expertise positions us uniquely to support this evolution. We're implementing comprehensive integration strategies that enable wealth management firms to scale operations efficiently, deploying AI-powered solutions for wealth management, and developing enhanced compliance capabilities.
Our managed services model continues to drive exceptional results for clients across diverse sectors, with documented success stories showing how our dedicated support agreements provide system optimization and expert guidance that enables long-term client partnerships.
At Vantage Point, our story is still being written—with each client engagement, each innovative solution, and each transformative outcome. We invite you to become part of our journey as we continue to redefine what's possible at the intersection of financial services and Salesforce excellence.
Whether you're looking to implement Salesforce for the first time, optimize your existing implementation, or explore managed services options, our team of experts is ready to help you achieve your goals and maximize your return on investment.
Connect with us today to learn more about how Vantage Point can help your financial services organization transform its technology capabilities and achieve sustainable growth.