What does Vantage Point do?

Vantage Point is a senior-led, AI-augmented Salesforce and HubSpot consulting firm. We implement, integrate, migrate and support CRM, marketing automation, data and AI platforms, mainly for financial services and other regulated industries.

What kinds of firms does Vantage Point work with?

We focus on regulated industries: wealth management and RIAs, asset management, private equity, banking and credit unions, insurance, mortgage lending, fintech and debt settlement, plus healthcare, commercial real estate and professional services.

What does senior-led mean?

Your project is designed and delivered by experienced consultants, not handed to junior staff after the sale. The people you meet in discovery are the people who do the work.

Where is Vantage Point based?

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

Which platforms is Vantage Point a partner of?

We are a Salesforce partner, a HubSpot Solutions Partner, a member of the Claude Partner Network and the OpenAI partner network, and a member of the Braze Alloys partner network. We also implement technologies such as MuleSoft, Slack, Informatica and Contentful.

How long has Vantage Point been in business?

Vantage Point was founded in 2018 and has completed more than 700 engagements for over 175 clients, including firms that together manage more than $1.8 trillion in client assets.

About Vantage Point | Senior-Led Salesforce & HubSpot Consulting

Our story

Built by an operator who lived the problem

David Cockrum founded Vantage Point in 2018 after years on the client side of CRM, including as a financial services COO. He kept seeing banks, wealth managers, insurers and fintechs buy powerful platforms that were never set up for how a regulated firm works.

Vantage Point was built to close that gap. Today the same senior team serves financial services, healthcare, professional services and other regulated industries, with AI speeding up delivery and senior consultants staying on the work from scope to support.

700+CRM engagements delivered
175+Clients served
$1.8T+In client assets
4.7/5AppExchange rating (19 reviews)

Leadership

The people accountable for your project

You'll meet them on the first call, and they stay involved through delivery and support.

David Cockrum

Founder and CEO

David founded Vantage Point in 2018 after years as a Salesforce user and operator in financial services, including as Chief Operating Officer. He built the firm to give banks, wealth managers, insurers and fintechs a CRM partner that understands how a regulated firm runs.

Before Vantage Point he ran Cockrum Consulting and worked as a consultant at Hitachi Consulting. He holds a B.B.A. in Finance and Economics from SMU's Cox School of Business.

David on LinkedIn

Randy Wandell

VP of Professional Services

Randy leads delivery at Vantage Point. He brings a long career in technology, from mainframes to the Salesforce ecosystem, including senior roles at Appirio, EMS Consulting and IBM where he managed large consulting teams.

He specializes in financial services compliance, security and complex Salesforce integrations, and coaches consultants and client teams so the work holds up long after go-live. He holds an A.S. in Computer Science from Pennsylvania College of Technology.

Adam Corby

Head of Go-to-Market

Adam runs our partner channels with HubSpot and Salesforce, the outbound and webinar programs behind them, and the sales process that turns a first call into a signed project.

He has 20 years in sales and revenue leadership, including FCA-trained work in UK motor finance and licensed betting operations where he owned compliance across 47 shops. He builds Claude skills and MCP connections into sales workflows, so a small team runs like a bigger one. He's based in Serbia.

Adam on LinkedIn

Our values

How we work with clients and each other

Four values we hire for and hold each other to on every engagement.

Ownership mentalityWe own the outcome, raise problems early and finish what we start.
Collaborative partnershipOpen communication with your team, shared documentation and no surprises on scope or cost.
Tenacious executionComplex integrations and firm deadlines are normal in regulated firms. We stay on a problem until it's solved.
Humble confidenceDeep expertise, held lightly. We listen first and tell you plainly when something isn't the right fit.

Want to work this way? See open roles

Next step

Ready to talk about your CRM?

Start with a free CRM assessment. A senior consultant reviews your Salesforce or HubSpot 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