November 18 to 19, 2026 · 100% virtual · 15-minute 1:1 meetings
Meet Vantage Point at Future Proof Connect
We're taking Breakthru meetings with RIAs and wealth management firms at Future Proof Connect. Pick Vantage Point in the meetings app, and we'll spend 15 minutes on your CRM, your custodian data or your plans for AI.
Short answer
Vantage Point is a senior-led Salesforce and HubSpot consulting firm for wealth managers, RIAs and other regulated financial firms. At Future Proof Connect on November 18 and 19, 2026, we're holding 15-minute video meetings with advisory firm owners and their operations, marketing and technology leads. Select us in the Future Proof meetings app, or book a call with us directly if you're not attending.
How to meet us at Future Proof Connect
Future Proof Connect is the virtual version of the Breakthru meetings program from Future Proof Festival. There are no sessions or speakers, only short one-to-one video meetings that both sides chose. Here's how to get one with us.
- Get your ticket. Register on the Future Proof Connect site. Future Proof lists October 23 as the date to get a ticket.
- Complete your profile. The more you fill in about your firm, your tech stack and your goals, the better the app's recommendations get.
- Select Vantage Point. Look for us in your recommendations or search for Vantage Point, then mark us "Very Interested" so the scheduler puts us near the top of your list.
- Opt in when we pick you. We select firms too. If you see that Vantage Point chose you, opt in and the meeting is set.
- Join the call. Future Proof sends your final schedule and video link shortly before the event. Each meeting runs 15 minutes.
We have a limited number of meetings across the two days, so select us early. If our calendar fills up, book a video call for the week before or after and we'll have the same conversation.
What we can cover in 15 minutes
CRM and client data
Salesforce Financial Services Cloud for firms with complex households, several custodians or heavy supervision needs, and HubSpot for growing RIAs that care most about marketing and a simple advisor workflow. We've also moved firms off Redtail, Junxure, Salentica Elements and Ebix SmartOffice. See Financial Services Cloud, HubSpot and migration paths.
Custodian and planning integrations
We've delivered integrations with Orion, Black Diamond, Envestnet Tamarac, Addepar, Pershing, Fidelity Wealthscape, MoneyGuidePro, eMoney, Nitrogen, DocuSign and Egnyte. For anything else, we'll tell you in the meeting whether we've built it before. See all integrations.
AI your compliance team can live with
Meeting prep, follow-up notes and service requests with Agentforce or Claude. Client-facing messages stay drafts until a person approves them, connections start read-only, and supervision and recordkeeping are designed in before go-live. See AI compliance and supervision controls.
A CRM that isn't working
Stalled implementations, data nobody trusts and reports that don't match the custodian. We'll tell you what we'd look at first and whether a rescue or a rebuild makes more sense. See implementation rescue.
To get the most out of 15 minutes, bring the name of your current CRM, the main systems it connects to and the one problem you most want solved. No slides needed.
Results for wealth management firms
Multi-acquisition RIA, $1B to $14B+. 340% ROI and $2.27M in advisor productivity, with a repeatable migration playbook for 17+ acquisitions. Read the case study.
$30B+ independent RIA. 95% adoption in 90 days after a clean-slate Financial Services Cloud reimplementation. Read the case study.
$90B+ national RIA. 85 to 95% adoption across 100+ offices. Read the case study.
"Out of all of the vendors we have tried to work with, and it has been 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."
Senior Operations Leader, $30B+ independent RIA
Vantage Point has worked with 60 wealth management firms, part of 700+ engagements for 175+ clients since 2018. See wealth management and our wealth management clients.
Who you'll meet
David Cockrum
Founder and CEO
David founded Vantage Point in 2018 after years as a Salesforce user and operator in wealth management, including as Chief Operating Officer of a wealth management firm. Talk to David about CRM strategy, stalled implementations and how firms your size have set things up.
Adam Corby
Head of Go-to-Market
Adam runs our partner channels with HubSpot and Salesforce and the sales process that turns a first call into a signed project. Talk to Adam about where to start, scope and budget, and how we work alongside your team and your current vendors.
If a technical question needs a closer look, we'll set up a follow-up with the senior consultant who would do the work.
Future Proof Connect questions
What is Future Proof Connect?
A two-day virtual meetings event from Future Proof, held November 18 and 19, 2026. It runs on the same Breakthru meetings program as Future Proof Festival: you build a profile, get recommendations, request meetings, and every 15-minute video meeting is double opt-in. Details are on the Future Proof Connect site.
How do I book a meeting with Vantage Point at Future Proof Connect?
Select Vantage Point in the Future Proof meetings app and mark us "Very Interested". When both sides opt in, Future Proof schedules the meeting and sends the video link. If you're not attending, book a video call with us directly.
Who should meet with Vantage Point?
Owners, advisors and operations, marketing or technology leads at RIAs and wealth management firms who are choosing a CRM, fixing one that isn't working, or planning integrations and AI. We work with firms from solo practices to $90B+ national RIAs.
Do you work with Salesforce, HubSpot or both?
Both. We implement and support Salesforce Financial Services Cloud and HubSpot for advisory firms, and we'll tell you which one fits your firm's size, households and compliance needs.
Is the meeting a sales pitch?
It's a working conversation with a senior person from Vantage Point. If there's a fit, the usual next step is a free CRM assessment after the event.
What if I can't get a slot or I'm not attending?
Book a video call with David and Randy any time before or after the event, or request a free CRM assessment.