RIA Deals Down 19%: Use the Pause to Build Your Integration Playbook
RIA deals fell 19% in Q3 2026. Learn why the RIA M&A slowdown is an integration window and how to build a repeatable post-close protocol now.
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- 1 What Is Workato? The iPaaS That Bridges IT and Business Teams
- 2 Aircall + CRM Integration: Connecting Cloud Telephony with Salesforce and HubSpot
- 3 HubSpot-Salesforce Integration: Deduplication — How HubSpot Prevents Duplicate Records Across Systems
- 4 Workato vs Zapier: When Simple Automation Isn't Enough
Latest articles
RIA Integration Sequencing: When the First CTO Arrives After Deal 61
Merit Financial named its first CTO after 61 acquisitions. Why RIA integration sequencing decides whether consolidators earn ROI or fund a cleanup.
Aircall Salesforce Integration Maintenance Rescheduled to Sept 26
Aircall moved its Salesforce Integration maintenance to Saturday, September 26, 02:00–04:00 UTC. See what's affected and the short admin checklist.
How Aircall's AI Call Summaries Save Sales Teams 2+ Hours Per Day
Aircall AI call summaries turn conversations into CRM-ready notes, topics, and sentiment signals so sales teams can follow up faster.
Aircall Power Dialer: Double Outbound Call Volume Sustainably
Aircall Power Dialer connects calling queues, CRM data, compliance controls, and coaching workflows for more focused outbound teams.
Replacing Your Legacy Phone System with Aircall: A Migration Playbook
Plan an Aircall migration from a legacy phone system with clear number porting, CRM integration, training, go-live, and support steps.
RIA Integration Debt: The Cost Nobody Prices at Deal Announcement
RIA deals fell 9% in H1 2026 while acquired assets jumped 88% to $343B — yet deal announcements never price integration debt. Here's the payoff playbook.
Aircall Answer Rate: What It Is, What's Good & How to Improve It
Aircall answer rate = answered inbound calls ÷ total inbound calls. What counts as answered, what a good rate looks like, and how CRM-integrated calling lifts it.
Workato Data Pipelines: Real-Time Sync to Snowflake & Databricks
Workato Data Pipelines replicate CRM and ERP data to Snowflake and Databricks in real time, cutting reporting delays and ETL tool sprawl.
API-First Architecture: Why Your CRM Needs Integration Ready APIs
API-first CRM architecture exposes full platform functionality through APIs, making integrations with finance, marketing, and AI tools faster to build.
Workato Event Streams: Real-Time Event Processing Explained
Workato Event Streams use pub/sub messaging to process business events in real time, replacing slow batch syncs and fragile point-to-point links.
The Rise of the Citizen Integrator: Should IT Be Worried?
Citizen integrators are business users building app integrations with low-code tools, and governed adoption keeps IT security risks in check.
About Integration & Automation
What does Integration & Automation cover?
Integration & Automation covers how CRM data moves between systems: Workato and iPaaS automation, Aircall telephony, MuleSoft and API strategy, and HubSpot-Salesforce integration, written for teams in regulated industries.
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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