Skip to content

Senior-led CRM and AI consulting

Salesforce, HubSpot and AI consulting for regulated industries

The experts you meet are the experts who deliver.

Implementation, integration, managed services and AI agents for wealth managers, banks, insurers, lenders and other firms where compliance shapes every workflow.

Get your free CRM assessment See packages and pricing
  • Senior consultants only
  • Published package pricing
  • Claude and OpenAI partner networks

Platforms and partners we work with

 

About us

What is Vantage Point?

Vantage Point is a senior-led, AI-augmented Salesforce and HubSpot consulting firm for financial services and other regulated industries. David Cockrum founded it in 2018 after 13 years on the client side of CRM, including as a financial services COO.

AI speeds up our delivery, and senior consultants stay on the work. The people who scope your project are the same people who build it.

  • 700+CRM engagements delivered
  • 175+Clients served
  • 95%Client retention
  • 4.71/5Client satisfaction

Client results

Proof from firms like yours

Measured outcomes from recent engagements with regulated firms.

Banking

$2.25B Community Bank

340% ROI

within 18 months, plus a 93% reduction in manual data entry after a wall-to-wall Financial Services Cloud implementation.

Read the case study

Mortgage Lending

National Mortgage Lender

5x ROI

and a 23% increase in loan production without additional headcount.

Read the case study

Asset Management · Salesforce + HubSpot

Digital Asset Investment Firm

100%

closed-loop attribution from HubSpot campaigns to Salesforce revenue, and Marketing Hub utilization raised from 40% to 100%.

Read the case study

Trusted by Grayscale Investments, NewSpring Capital, AAFMAA, Guggenheim Securities, Wilshire and TrueNorth Companies.

In their words

Why clients stay for years

Feedback from wealth management, banking and investment management clients.

  • Out of all of the vendors we have tried to work with, and it has been 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.

    Senior Operations Leader$30B+ Independent RIA

  • Whenever we talk about this stuff, it’s always your guys’ name that comes up.

    Aaron VossTrueNorth Companies

  • I’m pretty impressed with how quickly you all move. I’m certainly not used to that.

    Elliott MorenoGrayscale Investments

  • I’m very pleased with everything we’ve been seeing. Thank you for bringing things up and being proactive. That’s exactly what we needed. The status updates are great.

    Nancy AriasWilshire Advisors

  • You guys have worked with us for years now and understand our Salesforce instance in a way that some random other firm doesn’t.

    Gwynne RichmondNewSpring Capital

  • Thank you already for being the best resource we’ve ever dealt with for Salesforce.

    Client, community banking$2B community bank serving the Dakotas

  • I think all migrations should be like this.

    Client, investment managementGlobal investment manager

Our services

Salesforce, HubSpot and AI services for regulated firms

From first implementation to ongoing managed services, we design CRM, integration and AI solutions around your workflows and your compliance obligations, so your teams adopt them and your auditors can trust them.

AI agents

Agents that work inside your CRM

Industries we serve

Salesforce and HubSpot built for your industry

Senior consultants who already know the data models, workflows and compliance obligations of your industry.

Healthcare & Health Services

Practice groups, post-acute care, health data

Explore healthcare

Or start from your team

Don’t see your industry? If it’s regulated, we’ve likely built for it.

All industries

Ways to start

Start with a clear scope and a known price

Every engagement begins with a senior consultant and a defined scope. Pick the starting point that fits where you are today.

Who you'll work with

Senior people from the first call to go-live

Vantage Point is senior-led by design. The people who scope your project are the people who build it, with more than 100 years of combined CRM and technology experience across the team.

David Cockrum

David Cockrum

Founder & CEO

Ran operations as a financial services COO and spent 13 years on the client side of CRM before founding Vantage Point in 2018. B.B.A. in finance and economics from SMU Cox.

David on LinkedIn
Randy Wandell

Randy Wandell

VP of Professional Services

Leads delivery, with more than 40 years in technology and senior roles at Appirio, EMS Consulting and IBM. Specializes in financial services compliance, security and complex Salesforce integrations.

Meet the team

Resource center

Insights for regulated industries

Guides and analysis on Salesforce, HubSpot and AI for financial services and other regulated firms.

Salesforce Account Hierarchies: When to Go Deep vs. Stay Flat

Salesforce Account Hierarchies: When to Go Deep vs. Stay Flat

Learn when a deep Salesforce account hierarchy pays off, when a flat structure works better, and how to model cross-account teams correctly...

Salesforce Account Hierarchies: When to Go Deep vs. Stay Flat
David Cockrum

October 04, 2026

How an Integration User License Can Break Salesforce Backups

How an Integration User License Can Break Salesforce Backups

See why switching to a Salesforce Integration User license can break backup coverage, and how to fix object-level access gaps without losin...

How an Integration User License Can Break Salesforce Backups
David Cockrum

October 04, 2026

How to Track Lead Reassignments in Your CRM Without Losing Context

How to Track Lead Reassignments in Your CRM Without Losing Context

Build a clear CRM lead reassignment history with ownership, reasons, handoff context, and controls that keep follow-up accountable.

How to Track Lead Reassignments in Your CRM Without Losing Context
David Cockrum

October 03, 2026

FAQ

Questions firms ask before they call us

Straight answers on scope, pricing, people and AI. Anything else, a senior consultant will answer on the first call.

See all FAQs

What does Vantage Point do?

Vantage Point is a senior-led, AI-augmented consulting firm. We implement, integrate, migrate and support Salesforce and HubSpot for financial services and other regulated industries, and put AI such as Agentforce, Claude, ChatGPT and HubSpot Breeze to work inside the CRM.

Does Vantage Point work with both Salesforce and HubSpot?

Yes. Vantage Point is a Salesforce partner and a HubSpot Solutions Partner, so we can recommend the right platform for your firm, implement or migrate either one, and connect the two when you run both. See how we integrate HubSpot and Salesforce.

Which industries does Vantage Point serve?

Regulated industries: wealth management and RIAs, asset management, private equity, banking and credit unions, insurance, mortgage lending, fintech and debt settlement, plus healthcare, professional services, commercial real estate and high tech and software. Browse industries.

How much does a Salesforce or HubSpot project cost?

We publish prices for 53 fixed-scope packages. HubSpot Foundation packages start at $7,500, Salesforce Financial Services Cloud packages at $22,000, and support starts with a 10-hour block from $2,000. Each package lists what is included and what is not, and anything outside it is quoted in writing before work starts. Compare packages and pricing.

Who will work on my project?

Senior consultants only. The people who scope your engagement are the people who deliver it, and we use AI to move faster rather than handing work to junior staff.

Does Vantage Point help with AI like Claude, ChatGPT and Agentforce?

Yes. Vantage Point is a member of the Claude Partner Network and the OpenAI Partner Network, and deploys Claude, ChatGPT, Agentforce and HubSpot Breeze inside Salesforce and HubSpot with governed data access and compliance controls. Complimentary discovery and proof-of-concept accelerators are a low-risk way to start. See accelerators.

Where is Vantage Point based?

Vantage Point is headquartered in Dallas, Texas, with a practice in Sofia, Bulgaria. We work with clients across the US, the UK and Europe.

How do engagements with Vantage Point start?

Most start with a free CRM assessment, where a senior consultant reviews your setup and outlines the highest-value next steps. From there you choose a fixed-scope package or ongoing support through a block of hours, a retainer or managed services. Get your free CRM assessment.

Next step

Ready to get more from Salesforce or HubSpot?

Start with a free CRM assessment. A senior consultant reviews your setup, flags compliance and adoption gaps, and outlines the highest-value next steps, including where AI fits.

Get your free CRM assessment Book a call with David and Randy
David CockrumRandy Wandell

Talk to a senior consultant, not a sales rep.

Book time with David Cockrum, Founder & CEO, and Randy Wandell, VP of Professional Services.

Find your team

Salesforce and HubSpot built around how each team works, on one client record.

All solutions by team

CRM and AI consulting in 102 markets

One senior-only team, based in Dallas with a practice in Sofia. Each market page covers the local economy, the sectors that drive it and how we apply Salesforce, HubSpot and AI there.

Dallas-Fort WorthTX New YorkNY / NJ Los AngelesCA ChicagoIL / IN San FranciscoCA HoustonTX WashingtonDC / VA / MD / WV BostonMA / NH AtlantaGA SeattleWA PhiladelphiaPA / NJ / DE / MD MiamiFL
All 102 marketsTake the 3-minute AI readiness quiz