Vantage Point’s Post

Wishing you a meaningful Yom Kippur and may you have an easy fast.

Thrilled to share some exciting news! 🎉 We've just welcomed Kelly Stone to our Vantage Point family, and I couldn't be more excited about what this means for our team and our clients. Kelly's background is truly impressive: • Extensive experience in financial services 💼 • Salesforce expertise 💻 • Passion for driving client success 🚀 What stands out to me is how Kelly's journey perfectly aligns with our company values. At Vantage Point, we're all about empowering our people to embrace new challenges and continuously grow. Kelly's transition from financial services to Salesforce and now to our team is a testament to that spirit of ambition and adaptability. I'm particularly excited to see how Kelly's unique perspective will elevate our ability to deliver exceptional value. Her blend of financial acumen and tech-savvy is exactly what we need to take our client partnerships to the next level. To Kelly: Welcome aboard! 🤝 We're thrilled to have you and can't wait to see the impact you'll make. To my network: Keep an eye on Vantage Point. With additions like Kelly, we're poised for some incredible achievements ahead. #NewTeamMember #ClientSuccess #FinTech #SalesforceExperts #VantagePointGrowth

We're delighted to welcome Kelly Stone to the Vantage Point team! Kelly brings a wealth of experience in banking and Salesforce, along with a passion for driving client success. Her unique perspective will undoubtedly enhance our team's ability to deliver exceptional value. At Vantage Point, we believe in empowering our people to strive for more and take on new challenges. Kelly's journey from banking to Salesforce and now to our team exemplifies this spirit of growth and ambition. We're excited to see how her expertise will contribute to our culture of continuous improvement and help us build even stronger partnerships with our clients. Please join us in giving Kelly a warm welcome!

Transforming Wealth and Asset Management with Vantage Point In the rapidly evolving landscape of 2024, wealth and asset management firms face unprecedented challenges. From increasing competition and regulatory pressures to evolving client expectations and technological disruption, the stakes are higher than ever. At Vantage Point, we empower firms to navigate these challenges by leveraging the power of Salesforce, Tableau, and Slack. Our tailored solutions enhance operational efficiency, improve client relationships, and drive business growth. 🔹 Enhance Client Engagement: Deliver personalized advice at scale. 🔹 Ensure Compliance: Navigate complex regulations with ease. 🔹 Drive Efficiency: Streamline operations and reduce costs. Join us on this journey to transform your business. Connect with us today to learn how we can help you thrive in 2024 and beyond! #WealthManagement #AssetManagement #Salesforce #Innovation #BusinessGrowth

As I reflect on the meaning of Rosh Hashanah, I'm struck by the power of new beginnings. 🍎🍯 I wanted to share this thoughtful post from Vantage Point, which captures the essence of this important holiday. It resonates deeply with me, both personally and professionally. As we enter the Jewish New Year, I'm taking time to reflect on my goals and embrace new opportunities for growth. I'm inspired to carry forward the spirit of renewal and kindness in all aspects of my life. To those celebrating: Shana Tova! May your year be filled with sweetness, success, and meaningful connections. I'm curious - how do you plan to bring a spirit of renewal into your work this season? I'd love to hear your thoughts. #RoshHashanah #NewBeginnings #ProfessionalGrowth

L'shana Tovah! Wishing you a joyous Rosh Hashanah! May you be surrounded by love, prosperity, and the warmth of family and friends.

Our employees take pride in the company's dedication to delivery excellence and client satisfaction. They appreciate the emphasis on high-quality standards and efficient processes that ensure exceptional service. The culture of continuous improvement empowers them to innovate and exceed client expectations consistently. Employees value the opportunity to collaborate closely with clients, understanding their needs and delivering tailored solutions. The company's commitment to fostering strong client relationships enhances their sense of achievement and purpose. This focus on excellence not only drives professional growth but also reinforces a shared mission of delivering outstanding results for clients.

🚀 Exciting News from Vantage Point! 🚀 We're thrilled to announce Salesforce's strategic transition from the Financial Services Cloud Managed Package to a robust Core Platform. This move enhances flexibility, scalability, and innovation for financial institutions. At Vantage Point, we're here to guide you through this evolution, ensuring you unlock new growth opportunities. 🌟 🔹 Key Benefits: - Enhanced data models for financial accounts - Improved household management - Flexible record rollups Stay ahead with us and embrace the future of financial services technology! Contact us to learn more about how this transition can benefit your organization. #Salesforce #FinancialServices #Innovation #VantagePoint

As we look into the latest trends in IT services for 2024, several key developments are shaping the industry. Generative AI continues to revolutionize sectors by democratizing access to advanced analytics and automating complex tasks, significantly impacting industries like fintech and healthcare. The expansion of 5G networks is facilitating advancements in IoT and edge computing, enabling real-time data processing and enhancing connectivity for smart devices. Edge computing is gaining traction as it allows data processing closer to the source, improving speed and efficiency, especially in applications requiring low latency. Additionally, cloud computing remains a cornerstone of IT infrastructure, with organizations increasingly adopting hybrid models to optimize costs and scalability. These trends underscore the dynamic nature of IT services, driving innovation and efficiency across various sectors.

🚀 Wealth Management & RIA Firms: Are you ready to overcome industry challenges? Our latest blog post dives deep into the hurdles facing the industry today, including: • Talent shortages • Regulatory compliance • Technological integration • Economic uncertainty • Evolving client expectations Discover how Vantage Point Consulting, leveraging Salesforce solutions, can help your firm thrive in this dynamic landscape. We offer tailored strategies to enhance efficiency, ensure compliance, and meet client needs. Read the full article to learn how we can transform challenges into opportunities for your business. #WealthManagement #RIA #Salesforce #FinancialServices