About
Vantage Point provides AI-driven Salesforce and HubSpot solutions for financial services, delivering implementations, integrations, and ongoing support. They deploy Salesforce Financial Services Cloud (FSC) for wealth management, banking, and insurance firms, configuring household structures, data models, and integrations with custodians and core systems. The firm highlights compliance features such as field-level encryption, audit logs, and communication archiving, and lists services including user acceptance testing, advisor training, go-live support, performance monitoring, and continuous optimization. Vantage Point states it has implemented FSC for hundreds of firms, holds Financial Services Cloud Consultant certifications, and uses proprietary accelerators to reduce FSC implementation time while improving functionality.
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