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Senior-led CRM, SI and AI consulting · Official Claude Partner

Salesforce, HubSpot and Claude consulting, built to a bank's standard

The experts you meet are the experts who deliver.

CRM implementation, integration and managed services for wealth managers, banks, insurers and lenders. Claude, SI and AI rollouts for leadership teams in any industry. Audit trails and data controls come standard on both.

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, SI and AI services, built for audit and control

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

SI and 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

Outside financial services? We also work with manufacturers, consumer products brands, distributors and service firms. Ask us for a reference in your sector.

All industries

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 on Salesforce, HubSpot, SI and AI

Guides and analysis for leadership, operations and IT teams, with deep coverage of financial services and other regulated firms.

Browse all articles

Salesforce Profile Consolidation: Moving to Permission Sets

Salesforce profile consolidation reduces profile sprawl by moving access control to permission sets. Learn the safe, sandbox-tested migrati...

David Cockrum

October 13, 2026

How to Remove a Salesforce Managed Package After the License Expires

Expired managed package license blocking your uninstall? Here's how to clear dependencies, layouts, and record types to remove it safely.

David Cockrum

October 13, 2026

Account Engagement Bounce Management: Flag Key Contacts

Large send, messy bounce-backs? Learn Account Engagement bounce reports, dynamic lists, and owner alerts to find and fix key contact bounce...

David Cockrum

October 12, 2026

FAQ

Questions firms ask before they call us

Straight answers on scope, pricing, people, SI 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, SI- and AI-augmented consulting firm. We implement, integrate, migrate and support Salesforce and HubSpot for financial services and other regulated industries, and put SI and AI tools 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 SI and AI tools to move faster rather than handing work to junior staff.

Does Vantage Point help with SI and AI tools 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 SI and AI fit.

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.