Before we walk through the new site, let's talk about the platform powering it. HubSpot Content Hub (formerly HubSpot CMS Hub) offered us exactly what we needed to create a world-class digital experience.
Seamless Integration means our website now connects directly with our CRM, marketing automation, and client engagement tools, creating a unified system that works intelligently behind the scenes.
Enterprise-Grade Performance delivers lightning-fast load times and rock-solid security—essential for our financial services audience who demand reliability and professionalism.
Content Flexibility empowers our team with easy content management, keeping information fresh and relevant without requiring technical expertise for every update.
Personalization at Scale enables dynamic content delivery tailored to each visitor's industry and needs, ensuring everyone sees the most relevant information for their specific challenges.
Built-In SEO provides advanced optimization tools to ensure our insights reach the right audience at the right time, maximizing the value we deliver through thought leadership.
With HubSpot Content Hub as our foundation, we've created a website that doesn't just look good—it works intelligently to connect with and serve our clients.
Landing on vantagepoint.io, visitors are immediately greeted with our core value proposition: "AI-Driven Financial Services Solutions" with clear messaging about our specialized Salesforce expertise for the financial services industry.
The clean, professional design featuring our signature blue and maroon color palette immediately establishes credibility while the prominent "Get Started" call-to-action invites visitors to begin their transformation journey with us.
We're proud to showcase our elite partnerships with industry leaders including Salesforce as our primary platform expertise, Slack for communication and collaboration solutions, MuleSoft for integration and API management, Tableau for data visualization and analytics, and Copado for DevOps for Salesforce.
These partnerships aren't just logos on a page—they represent our deep technical certifications and proven track record of successful implementations across hundreds of engagements.
The new site elegantly organizes our offerings into three strategic pillars that reflect how we partner with clients throughout their journey.
Our technical capabilities shine through with dedicated sections for Salesforce Financial Services Cloud purpose-built for wealth management, banking, and insurance, along with Salesforce Marketing Cloud, Experience Cloud Solutions, and Tableau & CRM Analytics.
Each solution page provides comprehensive information about capabilities, use cases, and the value we deliver through expert implementation.
We help clients think bigger with our strategic advisory services covering digital transformation roadmapping, strategic CRM and AI consulting, technical architecture reviews, process optimization and automation, and change management and enablement.
Strategic advisory is where we help financial services leaders envision what's possible before diving into implementation—ensuring technology investments align with business objectives.
Because great implementations deserve great support, our managed services offerings include comprehensive managed services packages, platform health checks and optimization, user training and enablement, and continuous innovation and enhancement.
We believe in long-term partnerships, not transactional projects, which is why managed services represent a core pillar of our business model.
The new site features beautifully designed service cards with custom iconography, making it easy to understand our comprehensive capabilities at a glance.
Salesforce Implementation & Advisory provides expert guidance from strategy through execution, ensuring your Salesforce investment delivers measurable business value.
CRM & Marketing Automation offers seamless integration of client engagement tools following industry best practices for data management, workflow design, and user adoption.
AI-Driven Personalization & Analytics leverages artificial intelligence and data analytics for competitive advantage, helping you deliver personalized experiences at scale while extracting actionable insights from your data.
System Integration & Data Migration connects your entire technology ecosystem, ensuring data flows seamlessly between Salesforce and your other critical systems including portfolio management, custodial platforms, and compliance tools.
Workflow Automation & Process Optimization eliminates manual tasks and reduces errors through intelligent automation that scales with your business without proportional cost increases.
Managed Services & Ongoing Support provides dedicated partnership for long-term success, with proactive monitoring, optimization, and enhancement ensuring your platform evolves with your business needs.
Each service description provides clear value propositions while inviting deeper exploration through intuitive navigation and detailed service pages.
One of the most impactful sections of the new site highlights our specialized industry expertise, demonstrating that we're not generalists—we're financial services specialists.
We deliver comprehensive solutions for wealth advisors, RIAs, and family offices focused on client relationship management and regulatory compliance with SEC and FINRA requirements. Our deep understanding of wealth management workflows, household structures, and advisor productivity challenges ensures implementations that actually work for how you do business.
We provide digital transformation strategies that modernize member experiences while maintaining security and compliance standards. From commercial lending workflows to digital account opening, we understand the unique challenges banks and credit unions face in balancing innovation with risk management.
We offer streamlined policy management, claims processing, and customer engagement solutions built specifically for insurance carriers and agencies. Our experience spans personal lines, commercial lines, benefits, and specialty insurance with deep understanding of agency management systems and carrier integrations.
We deliver agile, scalable technology solutions that help fintech innovators move fast and scale efficiently. Whether you're disrupting lending, payments, wealth management, or insurance, we bring the technical expertise and speed fintech companies demand.
This industry-focused approach, made possible through HubSpot's smart content capabilities, ensures each visitor sees the most relevant information for their specific needs without overwhelming them with irrelevant content.
The new website features an elegant presentation of the principles that guide everything we do, giving visitors insight into not just what we do, but how we do it.
We take pride and accountability in every engagement, empowering our team to proactively seek solutions and deliver measurable outcomes. When challenges arise—and they always do in complex implementations—we own them and work through them rather than pointing fingers.
We believe in working with our clients, not just for them, building relationships rooted in trust, transparency, and shared success. Our best engagements feel like extensions of client teams rather than vendor relationships.
We're committed to seeing projects through to completion, navigating challenges with determination and creative problem-solving. We don't abandon projects when they get difficult—we lean in and figure out solutions.
We bring deep expertise to every engagement while remaining open to learning, adapting, and continuously improving. We're confident in our abilities without being arrogant, always recognizing that our clients are the experts in their business.
These values aren't just words—they're the DNA of how we operate, and the new site brings them to the forefront of our digital presence.
Knowledge-sharing is central to our mission, and the new Resource Center showcases our latest insights with featured blog articles with eye-catching imagery, topic tags for easy content discovery, author profiles highlighting our expert team, and publication dates ensuring content freshness.
Recent articles explore critical topics like Salesforce in the debt settlement business, CRM migration best practices for finance, and transforming insurance agencies with Salesforce Financial Services Cloud.
The HubSpot Content Hub blogging tools make it incredibly easy for our team to publish, organize, and optimize content—meaning you'll see more valuable insights coming your way on a regular basis.
Social proof matters, especially in financial services where trust and expertise are paramount. Our new testimonials section proudly displays the metrics that matter: over 400 successful engagements completed, more than 150 satisfied clients nationwide, 100% certified senior-level team, 4.71 out of 5.0 average client satisfaction rating, and 100% US-based, employee-owned firm.
A standout testimonial from Lido Advisors encapsulates what sets us apart: "Out of all of the vendors we have tried to work with, and it was many over the years, Vantage Point is the only Salesforce consulting team who has actually delivered on their contract, their commitments, and their skills above and beyond expectation. Fast, skilled, and knowledgeable across all of Salesforce. Have already and will continue to contract with them."
This testimonial reflects the experience we strive to deliver on every engagement—reliability, expertise, and results that exceed expectations.
Beyond aesthetics, the new site delivers a superior user experience through thoughtful design decisions and technical excellence.
Clear, logical menu structure provides quick access to About, Services, Products, Process, Blog, and Careers sections. Finding what you need takes seconds, not minutes of frustrated clicking.
"Get Started" buttons are thoughtfully placed throughout the journey, making it easy to take the next step without being pushy. We want to make it simple for qualified prospects to connect with us when they're ready.
Thanks to HubSpot's responsive design capabilities, the experience is flawless across all devices—crucial for busy financial services professionals who increasingly browse on tablets and smartphones during commutes or between meetings.
HubSpot's CDN and optimization tools ensure lightning-fast page loads, keeping bounce rates low and engagement high. In today's impatient digital world, speed matters, and our new site delivers.
For those interested in the "under the hood" benefits, here's what HubSpot Content Hub enables behind the scenes.
We can display different content based on industry segment, previous site behavior, lifecycle stage, and geography. This means wealth management visitors see wealth management content, banking visitors see banking content, and so on—without needing separate websites.
Built-in tools help us optimize content for search engines, track keyword performance, generate meta descriptions automatically, and implement structured data markup. This ensures our thought leadership reaches the financial services professionals who need it most.
Critical for financial services, HubSpot provides SSL encryption across the entire site, regular security updates, Web Application Firewall protection, and GDPR and privacy compliance tools. Security isn't an afterthought—it's built into the foundation.
Integrated reporting shows us which content resonates most, visitor journeys and conversion paths, performance benchmarks, and real-time traffic data. These insights help us continuously improve the experience and ensure we're addressing the topics that matter to our audience.
The website connects seamlessly with our marketing workflows, enabling automated lead nurturing, personalized email campaigns, smart form submissions, and CRM synchronization. This integration means when you engage with our site, we can follow up intelligently and helpfully.
The new vantagepoint.io isn't just a prettier website—it's a more effective business tool that benefits you directly in several important ways.
Easier Access to Resources means you can find the information you need faster with improved navigation and search functionality. No more hunting through pages to find that article you remember reading.
Personalized Experience ensures you see content relevant to your industry and challenges, not generic messaging that may or may not apply to your situation.
Faster Response through streamlined contact forms and integrated systems means quicker follow-up when you reach out. Our goal is same-day response for all inquiries.
Transparent Expertise via comprehensive service descriptions and case studies helps you make informed decisions about whether we're the right partner for your needs.
Ongoing Value comes through regular blog updates and resources to help you succeed with Salesforce, whether or not you're currently a client. We believe in sharing knowledge generously.
This launch is just the beginning. With HubSpot Content Hub as our foundation, we have exciting plans for continuous enhancement.
We're developing a Client Portal providing secure access to project resources and documentation, making collaboration seamless for active engagements.
Our expanding Resource Library will offer downloadable guides, templates, and best practices that help you maximize Salesforce value even before engaging with us.
Interactive Tools including ROI calculators and assessment tools will help you quantify the value of Salesforce investments and identify optimization opportunities.
Video Content featuring tutorials, client success stories, and thought leadership will provide engaging ways to learn about financial services technology best practices.
Webinar Integration will make it easy to register for our educational events, with automatic calendar invites and reminder sequences.
Connect with Vantage Point to explore how strategic FinTech-CRM integration can drive measurable outcomes for your firm.
Email: sales@vantagepoint.io
Phone: +1 469-499-3400
Web: vantagepoint.io
Copyright 2025 © Vantage Point. All rights reserved.
David Cockrum is the founder of Vantage Point and a former COO in the financial services industry. His operational and compliance background informs Vantage Point's best practice frameworks, ensuring implementations balance technical excellence with regulatory adherence and risk mitigation.
Ready to implement best practices in your CRM migration?
Partner with Vantage Point to leverage proven frameworks, specialized expertise, and comprehensive best practices that ensure your success.