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About Vantage Point

Your Reliable Partner in Financial Services Technology

At Vantage Point, we specialize in Salesforce and HubSpot solutions exclusively for financial services organizations. With deep industry expertise and a proven track record, we deliver tailored CRM strategies, seamless integrations, AI-driven personalization, and dedicated managed services that empower your organization to drive growth, streamline operations, and significantly enhance client relationships.

150
+

Happy Clients & Growing

400
+

Successfully Completed
Engagements

4.71/5.0

Client Satisfaction Rating

95%
+

Client Retention Rate

100 Years
+

Combined Financial
Services Experience

Our Story

Built from Industry Experience, Dedicated to Your Success

Vantage Point was founded by David Cockrum, a former COO in the financial services industry, who recognized the unique technology challenges facing banks, wealth management firms, insurers, and fintech companies. Leveraging deep industry expertise and specialized knowledge of Salesforce and HubSpot, Vantage Point was created to bridge the gap between powerful CRM platforms and the specific needs of financial organizations.

Today, our senior-level, U.S.-based team remains passionately committed to delivering tailored, AI-driven solutions that streamline operations, strengthen client relationships, and drive sustainable growth for our clients.

David Cockrum Headshot

Our Story

Built from Industry Experience, Dedicated to Your Success

Vantage Point was founded by David Cockrum, a former COO in the financial services industry, who recognized the unique technology challenges facing banks, wealth management firms, insurers, and fintech companies. Leveraging deep industry expertise and specialized knowledge of Salesforce and HubSpot, Vantage Point was created to bridge the gap between powerful CRM platforms and the specific needs of financial organizations.

Today, our senior-level, U.S.-based team remains passionately committed to delivering tailored, AI-driven solutions that streamline operations, strengthen client relationships, and drive sustainable growth for our clients.

Our Values

The core values behind everything we do

At Vantage Point, our core values shape every decision, partnership, and project we undertake, ensuring exceptional outcomes for our financial services clients.

Ownership Mentality

Ownership Mentality

We approach every engagement with accountability, proactively driving solutions that deliver real value for our clients.

Collaboration

Collaborative Partnership

Open, transparent communication drives our collaborative process, delivering solutions that reflect your specific needs and objectives.

Tenacious Execution

Tenacious Execution

We persistently overcome challenges, delivering outstanding solutions with resilience and determination.

Humble Confidence

Humble Confidence

Our deep expertise is paired with humility, continuously learning and adapting to best serve our clients’ evolving needs.

Why Financial Services Exclusively?

Specialized Expertise Tailored for Your Industry

We deeply understand the unique challenges and opportunities within the financial services sector—strict regulatory compliance requirements, robust data security standards, evolving client expectations, and intense competitive pressures. By exclusively serving financial services firms, including wealth management firms, banks and credit unions, insurance providers, and fintech companies, we ensure our Salesforce, HubSpot, and AI-driven solutions are not just technologically advanced, but precisely tailored and strategically aligned with the specific needs and objectives of your industry.

Check-01
Wealth Management Firms

Streamline client onboarding, boost advisor productivity, and strengthen client relationships through tailored Salesforce, HubSpot, and AI-driven solutions designed specifically for wealth management.
Check-02
Banks & Credit Unions

Drive operational efficiency, improve customer experiences, and ensure regulatory compliance with integrated CRM solutions and strategic advisory that address the unique needs of banking institutions.
Check-03
Insurance Providers

Enhance policyholder engagement, simplify claim processes, and leverage powerful analytics to provide personalized experiences through specialized Salesforce and HubSpot solutions.
Check-04
Fintech Companies

Accelerate innovation, simplify integrations, and scale your growth efficiently with customized CRM implementations and AI-powered strategies tailored specifically for fintech firms.

Why Vantage Point?

Committed to Your Success, Every Step of the Way

Growth

Focused on Your Growth

We align our Salesforce, HubSpot, and AI-driven solutions with your strategic business goals, proactively driving sustainable growth and lasting competitive advantage.

Results

Measurable, Proven Results

Our solutions consistently deliver measurable outcomes—reduced operational costs, enhanced client relationships, streamlined processes, and improved compliance.

Expert

Dedicated Senior-Level Experts

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Ready to Transform Your Firm?

Discover how Vantage Point’s specialized Salesforce and HubSpot solutions can help your financial services firm achieve measurable, sustainable success.

Contact us today:

Our Team

Meet the amazing team behind Elements

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John Carter

CEO & Co-Founder

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Emily Smith

VP of Marketing

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Matt Willson

VP of Project Management

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Issac Jones

VP of Support

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Our Offices

Come and visit us to one of our offices

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San Francisco, USA

298 Cumberland St San Francisco, CA 94103

(415) 203 - 7468

sanfrancisco@elements.com

Elements Image

San Francisco, USA

298 Cumberland St San Francisco, CA 94103

(415) 203 - 7468

sanfrancisco@elements.com

Elements Image

San Francisco, USA

298 Cumberland St San Francisco, CA 94103

(415) 203 - 7468

sanfrancisco@elements.com

In the Press

Our agency has been featured on great marketing blogs

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