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 regulated industries.
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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.
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 side by side.
CRM Adoption Metrics That Matter: Building the Executive Dashboard
Login counts don't predict CRM ROI. The adoption metrics that do — field completeness, pipeline hygiene, activity coverage — and how to dashboard them.
HubSpot vs Salesforce Marketing Cloud for Finance
Compare HubSpot Marketing Hub and Salesforce Marketing Cloud for financial services. Learn which platform handles compliance, CRM integration, and advisor adoption.
Complete Guide to Mortgage CRM Implementation (2026)
Learn how to plan and execute your mortgage CRM implementation from LOS integration to data migration with Vantage Point's compliance-first approach.
6 Top US Salesforce Partners for Financial Services in 2026
Compare the top US Salesforce partners for financial services in 2026. Vantage Point leads for compliance, security, and banking integrations.
The Rise of the Agentic Enterprise: What Salesforce, HubSpot, and Microsoft Are Building
Compare Salesforce Agentforce, HubSpot Breeze, and Microsoft Copilot Studio—and learn how enterprises should govern AI agents for measurable ROI.
The Ten Ideas That Make the Case for FSC Core
The Complete Argument from Our 10-Part Series — Compressed for Sharing and Reference
The Institutions That Move First Will Win
A Vision for Financial Services on FSC Core — and the Decision That Determines Which Side of That Future You Are On
Building Your Migration Roadmap
A Practical Four-Phase Framework for Moving from FSC Managed Package to FSC Core
The Integration Advantage
Open Banking, Fintechs, and Why FSC Core Unlocks the Financial Services Ecosystem
About Products & News
What does Products & News cover?
Products & News is where Vantage Point announces partnerships and launches, and documents its own Salesforce products and accelerators, including RecordIQ, the Advanced Data Table and the FSC Core series.
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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