You're Hiring Advisors. But Do You Have the Marketing Infrastructure to Support Them?
How to Turn New Advisor Hires Into Revenue Generators—Not Cost Centers
Resource Center
Discover cutting-edge insights and trends in AI, Data, and CRM. Stay informed with our expertly curated articles designed to enhance your knowledge and drive innovation.
Stay ahead in the world of AI, data, and CRM insights with Vantage Point’s expert guidance. Subscribe to our newsletter for the latest trends, strategic advice, and innovative solutions tailored for the financial services sector. Unlock the full potential of your Salesforce and HubSpot investments today!
How to Turn New Advisor Hires Into Revenue Generators—Not Cost Centers
Chain-of-Thought, ReAct, Confidence Scoring, Meta-Prompting & More
Why Growing Businesses Are Ditching Generic CRMs for Purpose-Built Solutions
Einstein Trust Layer, Data Masking, Grounding, Toxicity Detection & Audit Trails
Strategic Planning, Exploratory Testing, Security, Performance & UAT
Customer Service, Sales, IT Support, Operations, Marketing, Compliance & Industry Specializations
How Salesforce's Latest Acquisition Signals the Dawn of Autonomous B2B Pipeline Generation
Case Deflection, AHT, FCR, CSAT, Cost Per Case & Escalation Rate
Role-Task-Format, Few-Shot, Data Grounding, Positive Guidance & Scope Boundaries
Web, Mobile, Messaging Apps & SMS—Meeting Customers Where They Are