Vantage Point Consulting

Unlocking Salesforce potential for financial services leaders

Vantage Point Consulting is a trusted partner for financial services companies seeking to optimize their Salesforce platform. With a boutique approach to sales and service, the company delivers professional services tailored to meet the unique needs of each client. This includes advisory, implementation, optimization, and managed services for Salesforce, Slack, Tableau, Marketing Cloud, and Mulesoft integrations. By leveraging its deep financial services industry experience and former practitioner expertise, Vantage Point Consulting helps clients unlock their full potential and achieve great results.