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Client profile · Asset Management

Multi-entity investment and insurance group

An SEC-registered investment adviser and its affiliate. Vantage Point is onboarding both companies to HubSpot in separate, walled-off portals built to the controls their compliance team chose.

Client since 2026 1 engagement

The challenge

Two affiliated companies needed their own marketing and sales systems, with records kept strictly apart, approval gates on larger sends and a totals-only view for leadership.

What Vantage Point delivered

  • Built two walled-off HubSpot portals linked for leadership reporting
  • Put compliance controls in place before any data loaded
  • Migrating contacts from a legacy email platform and spreadsheets
  • Building pipelines, workflows, templates and dashboards for each company
  • Training the marketing lead to run and extend both portals

Platforms

HubSpotMarketing HubSales Hub

Services

ImplementationMigrationMarketing automationTraining

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