AI needs a deployment layer, and regulated firms need it most
David Cockrum on why deploying AI agents in banks, RIAs and insurers takes far more work than buyers expect, and the sequence that gets agents into production.
Start here
- 1 Agentforce vs Claude: How Salesforce and Anthropic Fit Together
- 2 What Is the Claude Partner Network? A Guide for Businesses Evaluating AI Consulting Partners
- 3 Claude Plans and Tiers Explained: Free, Pro, Max, Team, and Enterprise for Business
- 4 What Is Anthropic's Claude AI? A Business Leader's Guide to the Safest Enterprise LLM
Latest articles
Anthropic IPO: A Vendor-Continuity Plan for Claude Teams
The Anthropic IPO won't rewrite your Claude contract, but it can change vendor risk. Use this checklist to protect agents, costs, and model choice.
Claude Opus 5.5: What Changed, What Breaks, and How to Upgrade
Claude Opus 5.5 is here. See what changed from Opus 5, the four breaking API changes, what admins should know, and a one-week upgrade plan.
We ran Palmata on our own website. Here's what AI answer engines say about us.
How Palmata audits AI answer engine visibility, what our October 2026 baseline found about Vantage Point, and the content fixes we made in two days.
AI Agent Disclosures: What Insurify's Block of Meta's Muse Means
AI agent disclosures are now a distribution issue. Insurify blocked Meta's Muse over missing quote context. See how regulated sellers keep terms attached.
FTC AI Agent Probe: Liability Needs an Owner
The FTC AI agent probe puts human ownership in focus. See how CRM teams can document instructions, approvals, and agent actions.
New Jersey's AI Claims-Denial Bill: What Insurers Should Do Now
New Jersey A5494 would bar AI from making the final call to deny auto, home and flood claims. See what the bill says and how insurers can prepare now.
Claude Outage Sept 29: Build AI Workflows for Downtime
Claude's September 29 outage hit Claude.ai, Code, Cowork and the API. Learn how to design AI workflows that fall back safely when a model vendor goes down.
Claude Sonnet 5.5: What Changed and How Regulated Teams Migrate
Claude Sonnet 5.5 is here. Compare it with Opus, check pricing and safety changes, and plan a governed migration for sensitive CRM workflows.
AI Oversight Metrics: Anthropic Just Published the Board Template
Anthropic just published the AI oversight metrics boards will start asking AI vendors for. Here is how banks, RIAs, and insurers should use the template.
Claude Docs and Slides: What Anthropic's One-Claude Merge Changes
Anthropic merged Claude chat and Cowork into one interface and launched Claude Docs and Slides in beta. Here's what changes for business teams.
AI Vendor Incident Notification: 3 Contract Clauses to Add Now
AI vendor incident notification belongs in every contract. Learn the three clauses, including a 72-hour clock, to add before agents touch client data.
About AI & Claude for CRM
What does AI & Claude for CRM cover?
AI & Claude for CRM is vendor-neutral guidance on Claude, Agentforce, ChatGPT and AI governance for teams that run on Salesforce and HubSpot: what the tools do well, how to deploy them safely with CRM data, and what they cost.
Who writes it?
Vantage Point’s senior Salesforce, HubSpot and AI consultants, led by founder and CEO David Cockrum. Articles are based on client work in wealth management, banking, insurance and other regulated industries, and are updated when platforms change.
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