Managing thousands of customers while maintaining personalized service—this is the challenge keeping business leaders awake at night. Unlike purely transactional businesses, customer-centric organizations build long-term relationships that drive repeat business, referrals, and sustainable growth.
Finding the right technology partner when you operate in a regulated industry is one of the highest-stakes decisions you'll make. Whether you're a wealth management firm enhancing client relationships, a bank modernizing member experiences, a healthcare organization focused on patient engagement, or an insurance company optimizing policy management—the regulations are complex, the margins for error are thin, and the technology you choose today will shape your competitive position for years.
That's exactly why Vantage Point exists.
Vantage Point is a specialized Salesforce and HubSpot consultancy that exclusively serves organizations in regulated industries. With over 150 satisfied clients, 400+ completed engagements, and a 4.71/5.0 client satisfaction rating, they've built a reputation as the partner regulated firms turn to when they need more than just an implementation vendor—they need a trusted advisor who truly understands their world.
Vantage Point was founded by David Cockrum, a former Chief Operating Officer in financial services with over 13 years of experience as a Salesforce user. David saw firsthand that most CRM consultancies treated financial services, healthcare, and other regulated sectors as just another vertical. They didn't grasp the nuanced compliance requirements, data security standards, or client relationship dynamics that define these industries.
He built Vantage Point to close that gap—bringing together deep industry knowledge and powerful CRM platforms to serve the organizations that need both.
There are a lot of Salesforce and HubSpot consultancies out there. Here's what sets Vantage Point apart:
100% Senior-Level, Certified Team. Every consultant is senior-level and fully certified. You won't get handed off to junior staff or offshore teams mid-project.
100% U.S.-Based. All work is performed by U.S.-based professionals who understand American regulatory environments for financial services, healthcare, and beyond.
Employee-Owned. Every team member has a direct stake in your success. That ownership mentality shows up as exceptional accountability and results.
Deep Industry Expertise. The team brings over 100 combined years of CRM and technology experience specifically in regulated industries.
Vantage Point works across all regulated industries, with particular depth in:
Financial Services — including wealth management and RIAs, banks and credit unions, insurance providers, and fintech companies. From streamlining client onboarding to ensuring regulatory compliance with integrated CRM, they tailor Salesforce Financial Services Cloud implementations to each firm's specific needs.
Healthcare — including HIPAA-compliant Salesforce Health Cloud implementations, patient engagement solutions, and data privacy frameworks that keep organizations secure and compliant.
Other Regulated Sectors — any industry where compliance, data security, and client trust are non-negotiable.
Vantage Point offers a comprehensive range of services designed to take organizations from initial strategy through long-term optimization:
Salesforce Implementation & Advisory. Strategic implementations of Financial Services Cloud, Sales Cloud, Service Cloud, and Health Cloud—tailored to your workflows, regulatory requirements, and client needs. This includes business process analysis, custom configuration, data migration, integrations, training, and go-live support.
HubSpot CRM & Marketing Automation. Comprehensive HubSpot implementations covering Marketing Hub, Sales Hub, and Service Hub, with custom integrations, automated workflows, and reporting dashboards.
AI-Driven Personalization & Analytics. Salesforce Einstein implementation, predictive analytics for client behavior and churn, next-best-action recommendations, Data Cloud for unified client profiles, and custom AI models. In 2026, AI isn't optional—it's essential for staying competitive.
System Integration & Data Migration. MuleSoft integrations, API development, legacy system migration, real-time data synchronization, and data governance to eliminate silos and create a single source of truth.
Workflow Automation & Process Optimization. Custom automation for client onboarding, compliance tasks, document generation, approval processes, and reporting—reducing manual effort and operational risk.
Managed Services & Ongoing Support. Continuous platform optimization, health checks, user training, enhancement requests, and dedicated senior-level support long after go-live.
Compliance & Security Solutions. Expertise spanning SEC, FINRA, state regulations, HIPAA, CCPA, GDPR, SOC 2, and audit preparation.
Advisory & Change Management. Strategic guidance, technical architecture reviews, and proven change management practices to maximize adoption and minimize disruption.
Vantage Point operates according to four core values:
Their engagement process follows a clear path: Discovery → Strategy → Design → Build → Deploy → Optimize.
The numbers tell the story:
| Metric | Result |
|---|---|
| Happy Clients | 150+ |
| Completed Engagements | 400+ |
| Client Satisfaction Rating | 4.71 / 5.0 |
| Client Retention Rate | 95%+ |
| Combined Team Experience | 100+ years |
And the clients back it up:
"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." — Lido Advisors
Vantage Point maintains strong partnerships with leading technology providers including Salesforce (Financial Services Cloud, Sales Cloud, Service Cloud, Health Cloud), HubSpot, MuleSoft, Tableau, AWS, and Slack.
If you're evaluating CRM consultancies for a regulated organization, keep these criteria front and center:
Industry expertise. Does the partner understand the specific regulations, compliance requirements, and business processes of your industry? Generic consultants often miss critical nuances.
Team composition. Who will actually work on your project? Insist on senior-level consultants with relevant certifications and experience.
Proven results. Look for verifiable client references, case studies, and measurable outcomes from similar engagements.
Long-term partnership. Technology is never "done." Choose a partner committed to ongoing success, not just the initial implementation.
Cultural alignment. Your technology partner becomes an extension of your team. Make sure their values and working style fit.
In regulated industries, choosing the right technology partner isn't just about finding someone who knows Salesforce or HubSpot. It's about finding a team that understands your business, your compliance landscape, your client relationships, and your growth objectives.
Vantage Point brings all of that together—deep expertise, senior-level talent, proven methodologies, and a genuine commitment to your success.
Vantage Point specializes in helping financial institutions design and implement client experience transformation programs using Salesforce Financial Services Cloud. Our team combines deep Salesforce expertise with financial services industry knowledge to deliver measurable improvements in client satisfaction, operational efficiency, and business results.
David Cockrum founded Vantage Point after serving as Chief Operating Officer in the financial services industry. His unique blend of operational leadership and technology expertise has enabled Vantage Point's distinctive business-process-first implementation methodology, delivering successful transformations for 150+ financial services firms across 400+ engagements with a 4.71/5.0 client satisfaction rating and 95%+ client retention rate.