The Salesforce Consulting Partner for Financial Services

We enable today’s leaders to solve complex business challenges and unlock the full potential of the Salesforce platform.

Trusted By Industry Leaders

Out of all of the vendors we have tried to work with, and it was many over the years, Vantage Point is the only Salesforce consulting team who has actually delivered on their contract, their commitments, and their skills above and beyond expectation. Fast, skilled, and knowledgeable across all of Salesforce. Have already and will continue to contract with them.
— Lido Advisors

150+

Happy Customers and Growing

4.9/5

CSAT score on
AppExchange

100%

Salesforce Certified
Team

100%

US-based & Employee
Owned

Our Core Focus

Purpose

Building a great company with great people. Achieving great results.

Niche

Salesforce Professional Services.

Services

Advisory, Implementation, Optimization, and Managed Services

Platforms

Salesforce, Slack, Tableau, Marketing Cloud, and Mulesoft/third-party integrations

The Vantage Point Difference

  • Salesforce Financial Services Top 25 North America Partner

  • Deep Financial Services industry experience. Former industry practitioners.

  • Boutique high-touch approach to sales and service.