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GPTfy

GPTfy-VP

Salesforce-Native AI Agent Platform. Gptfy is a Salesforce-native AI platform that brings generative AI capabilities directly into your CRM. With a 'bring your own model' approach and enterprise-grade security, Gptfy enables organizations to automate workflows, enhance productivity, and leverage AI agents—all while maintaining complete data sovereignty.

Core Services & Solutions

AI Agents Automate sales, service, and operations

Voice AI Convert voice notes to CRM updates

Microsoft Copilot Integration Seamless AI workflows

Industry Solutions AI for financial services, healthcare

Security & Compliance HIPAA, FINRA, GDPR ready

No-Code AI BuilderCreate AI workflows declaratively

Bring Your Own Model  Integrate OpenAI, Google Gemini


How VantagePoint Partners with GPTfy

VantagePoint implements Gptfy's AI solutions to help financial services organizations leverage generative AI within Salesforce while maintaining strict security and compliance. From fraud detection to automated client communications, Gptfy enables intelligent automation that drives efficiency.

Key Benefits

Icon SVG-3   72% reduction in sales administrative work

Icon SVG-3   AI-powered fraud detection and compliance

Icon SVG-3   FINRA and SEC-compliant AI implementations

Icon SVG-3   Automated case summarization and resolution

Icon SVG-3   Custom AI agents for financial processes

Partner with the Experts in Financial Services Technology

Work with certified Salesforce professionals who understand your industry, your clients, and your compliance needs.

Your reliable partner in Financial Services, offering AI-driven data solutions to transform your business.

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