Skip to content

Senior-led CRM, SI and AI consulting for regulated firms

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

David Cockrum

The experts you meet are the experts who deliver.

David Cockrum, Founder & CEO · Book a call

Salesforce and HubSpot implementation, integration and managed services for banks, credit unions, insurers, wealth managers and lenders. Claude, SI and AI rollouts with audit trails and data controls built in.

Book a free 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

Trusted by banks, credit unions, insurers, wealth and asset managers, lenders and fintechs

  • Dacotah Bank logo
  • TrueNorth logo
  • ClearOne Advantage logo
  • Mercer Advisors logo
  • Guggenheim logo
  • First Fed logo
  • eFinancial logo
  • NewSpring logo
  • Cornerstone Credit Union League logo
  • AAFMAA Wealth Management and Trust logo
  • Figment logo
  • Wilshire logo

Browse 180+ anonymized client profiles

Platforms and partners we work with

 
  • 700+CRM engagements delivered
  • 175+Clients served
  • 79Managed services and retainer clients
  • $1.8T+In client assets

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 and HubSpot

Digital Asset Investment Firm

100%

closed-loop attribution from HubSpot campaigns to Salesforce revenue, and higher Marketing Hub utilization.

Read the case study

More results in our case studies and the client directory.

Recently added clients

Firms that started work with us this year. Names are withheld; each profile describes the firm, the platforms and the work.

Illustration of an apartment complex with a pool courtyard Real estate investment manager Multifamily real estate investment manager New · Client since 2026 A real estate investment manager with a large multifamily portfolio. Vantage Point is rebuilding the firm’s website on HubSpot Content Hub w… Illustration of a skyline shaped like a rising bar chart Investment adviser with an insurance-related affiliate Multi-entity investment and insurance group New · Client since 2026 An SEC-registered investment adviser and its affiliate. Vantage Point is onboarding both companies to HubSpot in separate, walled-off portal… Illustration of transmission towers and wind turbines on hills Industrial construction and services firm Industrial construction and services company New · Client since 2026 An industrial construction and services company. Vantage Point is onboarding the team to HubSpot Marketing Hub so trade show leads are captu… Illustration of a civic building beside a completed checklist Consumer packaged goods manufacturer Consumer packaged goods company New · Client since 2026 A consumer packaged goods manufacturer. Vantage Point set up a governed Claude workspace for the executive team and is training leaders to u… Illustration of a stethoscope linking medical icons Employee health benefits company Employee health benefits provider Client since 2026 A provider of supplemental health benefit programs for employers with hourly workforces. Vantage Point is moving the company from Salesforce… Illustration of a city rising from a circuit board Payments technology company Payments and fraud prevention platform Client since 2026 A payments technology company serving merchants. Vantage Point assessed its CRM setup and is working through the recommendations on a block …

See all 182 client profiles →

In their words

Why clients stay for years

Taken word for word from recorded client calls. Most of our clients are regulated firms, so most are named by type of firm.

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 CapitalSalesforce client for years

  • The partner they call

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

    Aaron Voss, TrueNorth CompaniesInsurance, Salesforce

  • Senior people who have seen it before

    “Nobody else has been doing it long enough that they’ve seen this issue and gone, oh yeah, I’ve seen this before. Here’s an idea on how you fix it.”

    $2B community bankBanking, Salesforce

  • Proactive

    “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.”

    Wilshire AdvisorsAsset management, Salesforce

  • Engineers, not a sales pitch

    “We interviewed another firm and they were fine, but it was way more of a sales process. This is more of an engineering conversation. I’m comfortable.”

    Payroll and insurance agencyHubSpot

  • Results you can see

    “I’m loving the triggers. I love the automation. That’s something we struggled with for a really long time, with everything being so manual.”

    National consumer-finance and debt-relief firmSalesforce

  • Results you can see

    “Initially there was a 12-hour lag in the data populating back and forth. That has been corrected to 20 to 30 minutes at most.”

    Midwest independent insurance agencySalesforce and Applied Epic

  • Fixing a failed rollout

    “That went over extremely well. This hit a lot of the pain points and the worries that had accumulated over our bad build-out and bad adoption of the previous system.”

    Healthcare services companyHubSpot

  • Speed

    “This is gorgeous. I couldn’t believe how quickly this came together.”

    Wealth and asset managerHubSpot Content Hub website

See client resultsBrowse the client directory

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

How to Safely Give a Consultant Access to Your HubSpot and Salesforce

Learn how to safely grant a CRM consultant access to HubSpot and Salesforce using Partner Admin links, dedicated users, and least-privilege...

David Cockrum

November 06, 2026

CRM Migration: Stop Duplicate Rules Blocking Your Load

Prevent duplicate rules from blocking a CRM migration with matching-rule review, staged loads, exception queues, and reconciliation.

David Cockrum

November 05, 2026

Salesforce Email-to-Case for Shared Support Queues

Set up Salesforce Email-to-Case with routing addresses, queues, ownership rules, and tests that keep support work visible and controlled.

David Cockrum

November 04, 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.