Skip to content
Integrations

Vantage Point Joins the Braze Alloys Partner Network

Vantage Point is now a member of the Braze Alloys partner network, implementing Braze and connecting it to Salesforce and HubSpot for regulated industries.


Vantage Point is now a member of the Braze Alloys partner network. We implement Braze, the customer engagement platform, and connect it to Salesforce and HubSpot for financial services, insurance, and other regulated industries.

Why Braze, and why now

More of our clients run customer engagement in one platform and keep the customer record in another. When those systems don't share data, marketing sends messages that sales and service can't see, consent drifts between systems, and personalization runs on partial information. Joining the Braze Alloys partner network lets us take on the full picture: the CRM, the engagement platform, and the data and consent rules that connect them.

What we help with

  • Braze implementation and onboarding: workspaces, SDKs, data models, subscription groups, and permissions.
  • Braze + Salesforce integration: contacts, accounts, consent, and engagement shared with Sales Cloud, Service Cloud, Financial Services Cloud, and Data Cloud.
  • Braze + HubSpot and data warehouse connections: through Cloud Data Ingestion, Currents, and APIs.
  • Migration to Braze: journeys, templates, audiences, and consent history moved from Salesforce Marketing Cloud and other platforms.
  • Consent and compliance controls: TCPA, CAN-SPAM, GDPR, and supervision rules mapped to Braze before anything goes live.
  • Journeys and managed services: Canvas journeys across email, push, SMS, in-app, and Content Cards, with ongoing support.

Braze or Marketing Cloud?

Many firms we work with are weighing Braze against Salesforce Marketing Cloud, or running both. Because we implement both platforms, we can help you decide on fit rather than preference. Our Braze vs. Salesforce Marketing Cloud guide covers the main trade-offs.

Next steps

Learn more about our Braze consulting services and Braze + Salesforce integration, or book a strategy call with a senior consultant.

David Cockrum

David Cockrum

David Cockrum is the founder and CEO of Vantage Point, a specialized Salesforce consultancy exclusively serving financial services organizations. As a former Chief Operating Officer in the financial services industry with over 13 years as a Salesforce user, David recognized the unique technology challenges facing banks, wealth management firms, insurers, and fintech companies—and created Vantage Point to bridge the gap between powerful CRM platforms and industry-specific needs. Under David’s leadership, Vantage Point has achieved over 150 clients, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95% client retention. His commitment to Ownership Mentality, Collaborative Partnership, Tenacious Execution, and Humble Confidence drives the company’s high-touch, results-oriented approach, delivering measurable improvements in operational efficiency, compliance, and client relationships. David’s previous experience includes founder and CEO of Cockrum Consulting, LLC, and consulting roles at Hitachi Consulting. He holds a B.B.A. from Southern Methodist University’s Cox School of Business.

Elements Image

Subscribe to our Blog

Get the latest articles and exclusive content delivered straight to your inbox. Join our community today—simply enter your email below!

Need help applying this to your CRM roadmap?

Talk to Vantage Point

Vantage Point helps regulated and growth-focused teams implement Salesforce, HubSpot, integrations, data migration, and managed services with practical, senior-led guidance.

Latest Articles

Vantage Point Joins the OpenAI Partner Network

Vantage Point is now a member of the OpenAI Partner Network, rolling out ChatGPT and the OpenAI API with Salesforce and HubSpot for regulat...

Vantage Point Joins the Braze Alloys Partner Network

Vantage Point is now a member of the Braze Alloys partner network, implementing Braze and connecting it to Salesforce and HubSpot for regul...

6 Best CRM Partners for Midmarket Financial Firms in 2026

6 Best CRM Partners for Midmarket Financial Firms in 2026

Compare six CRM consulting partners for midmarket financial firms. See compliance capabilities, platform coverage, and managed services sid...