Skip to content

Our Partners

The platforms we implement, connect and support

We work with these partners so clients get one senior team across their CRM, SI, AI, data and integration stack, built for financial services and other regulated industries.

Anthropic logo

Anthropic (Claude)

Vantage Point is a Claude Partner Network Member, an official Claude partner. We help firms deploy Claude safely alongside Salesforce and HubSpot: enterprise rollouts, CRM data connections, governance, and team enablement.


Explore our Claude services

OpenAI logo

OpenAI (ChatGPT)

Vantage Point is a member of the OpenAI Partner Network. We help firms deploy ChatGPT and the OpenAI API platform safely alongside Salesforce and HubSpot: governed rollouts, CRM connections, and team enablement.


Learn about our OpenAI partnership

Braze logo

Braze

Vantage Point is a member of the Braze Alloys partner network. We implement Braze and connect it to Salesforce and HubSpot, with consent and compliance controls built in for regulated industries.


Explore our Braze services

Technologies We Implement

Platforms we implement and connect for clients

Beyond our partner ecosystem, our senior consultants implement these technologies and connect them to Salesforce and HubSpot.

MuleSoft

API-led integration that connects Salesforce to ERP, core, and legacy systems, with fixed-scope setup packages.

Slack

Workspace design, Salesforce and HubSpot workflows, Agentforce in Slack, and retention and archiving controls.

Informatica

Data integration, data quality, master data management, and governance that feed clean data to your CRM.

Contentful

Composable content with approval workflows, connected to Salesforce, Braze, and your website.

Momentum

AI call capture that turns customer conversations into accurate Salesforce data and Slack deal alerts.

Palmata

Answer engine optimization (AEO) that shows how AI answer engines describe your firm, and helps you improve it.

Fin

AI customer agent (formerly Intercom, now part of Salesforce) that resolves service questions on your help desk, with supervised handoffs to your team.

Our Partner Ecosystem

Our partnerships cover the platforms our clients run on:

  • Salesforce & HubSpot: certified, senior consultants for CRM, marketing automation and AI inside the CRM.

  • Customer Engagement: As a member of the Braze Alloys partner network, we implement Braze and connect it to Salesforce and HubSpot so every message draws on the same customer record. Braze consulting.

  • Technologies We Implement: We also implement MuleSoft, Slack, Informatica, Contentful, Momentum, Palmata, and Fin for clients, connected to Salesforce and HubSpot.

  • Integration & Innovation Partners: Working with firms like Studio Science on integration and design work.

  • Technology and Cloud Providers: Working with infrastructure partners on secure, scalable cloud deployments for regulated firms.

FAQ

Frequently asked questions

See all FAQs →
What does Vantage Point do?

Vantage Point is a senior-led, SI- and AI-augmented Salesforce, HubSpot and Claude consulting firm. We implement, integrate, migrate and support CRM, marketing automation, data, SI and AI platforms. Most clients are financial services and other regulated firms, and our Claude, SI and AI work also serves manufacturers, consumer brands and service companies.

Our services →
What kinds of firms does Vantage Point work with?

Our CRM work focuses 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. Our Claude and AI work also serves manufacturers, distributors, consumer brands and service companies, with the same controls.

Industries we serve →
Can I talk to one of your clients before I sign?

Yes. Tell us your industry and what you're planning, and we'll introduce you to a client who has done similar work with us, in financial services or outside it. You can speak with them without us on the call.

Ask for a client reference →
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.

Why Vantage Point →
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.

More resources: Docs · CRM, SI & AI glossary · Integration directory · Migration paths · FAQ

Docs

Guides and checklists on this topic

Browse all docs
OpenAI · GuidePatterns for using the OpenAI API with Salesforce and HubSpotThere are three common ways to use OpenAI models with a CRM: call the API from a HubSpot workflow custom code action, …OpenAI · ReferenceSetting up an OpenAI API organization for business useSet up the OpenAI API platform as an organization owned by your company, with one project per application, keys scoped …