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.

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

  1. People

    The teams who use it every day

    AdvisorsOperationsCompliance

  2. Process

    Workflows mapped before anything is built

    IntakeReviewApproveArchive

  3. Technology

    Configured, connected and supported

We start with your people and process, then configure the technology

Platforms and partners we work with

 
  • 700+CRM engagements delivered
  • 175+Clients served
  • 4.7/5AppExchange rating (19 reviews)

Client results

Proof from firms like yours

Measured outcomes from recent engagements with regulated firms.

Banking

$2.25B Community Bank

93% less

manual data entry and 50% faster processing after a wall-to-wall Financial Services Cloud and MuleSoft rollout.

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 higher Marketing Hub utilization.

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

“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 Richmond, NewSpring Capital

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.

David Cockrum

David Cockrum

Founder & CEO

Ran operations as a financial services COO and spent 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 a long career in technology and senior roles at Appirio, EMS Consulting and IBM. Specializes in financial services compliance, security and complex Salesforce integrations.

Meet the team

Dallas and Sofia

Headquartered in Dallas with a practice in Sofia, Bulgaria. We work with clients across the US, the UK and Europe, and cover 102 markets in the US, the UK and Europe.

Resource center

Insights for regulated industries

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

Slackforce Surfaces: What Changed and What Teams Must Do Now

Slackforce Surfaces: What Changed and What Teams Must Do Now

Slackforce Surfaces turns Salesforce and Slack data into live, Slackbot-built dashboards. Who's eligible, what ships in October, and what t...

Slackforce Surfaces: What Changed and What Teams Must Do Now
David Cockrum

October 08, 2026

Salesforce-Native Apps + HubSpot: What the Standard Connector Syncs

Salesforce-Native Apps + HubSpot: What the Standard Connector Syncs

If your industry platform is built on Salesforce, the HubSpot connector usually still works. Here's what syncs, what needs mapping, and how...

Salesforce-Native Apps + HubSpot: What the Standard Connector Syncs
David Cockrum

October 08, 2026

Prevent Duplicate Salesforce Records from Forms and Syncs

Prevent Duplicate Salesforce Records from Forms and Syncs

Stop duplicate Salesforce records at the source: upsert on external IDs, tune matching and duplicate rules, and debug record-multiplying fl...

Prevent Duplicate Salesforce Records from Forms and Syncs
David Cockrum

October 08, 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 more than 50 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. Book a 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.

Book a 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.