Industries we serve
CRM, SI and AI consulting by industry
Senior consultants implement, integrate and support Salesforce, HubSpot and Claude for financial services firms, where most of our work is, and for manufacturers, distributors, consumer brands and service companies. Your compliance requirements, systems and operating model are in scope from day one.
Short answer
Vantage Point is a senior-led, SI- and AI-augmented consulting firm that implements, integrates and supports Salesforce, HubSpot and Claude. Most of our clients are in financial services, across eight sectors. We also serve healthcare, professional services, real estate and software companies, plus manufacturers, distributors and consumer products brands. Packages start at $7,500, and the first step is a free 30-minute CRM assessment.
Financial services
Most of our clients are financial services firms. Pick your sector to see what we build, our results and how to start.
Wealth management
Financial Services Cloud and HubSpot for firms from solo RIAs to $90B+ national platforms, with custodians, planning tools and compliance on one client record.
Wealth management CRM Managers and capital marketsAsset management
Institutional distribution, consultant relationships, investor portals and RevOps for managers from emerging funds to global firms, including Grayscale, Guggenheim and Wilshire.
Asset management CRM PE and VC firms, portfolio companiesPrivate equity
Deal flow, LP relationships and fundraising for the firm, and CRM standardization across the portfolio companies you buy and build.
Private equity CRM Community banks and credit unionsBanking and credit unions
Salesforce Financial Services Cloud and HubSpot for community banks from $500M to $2B+ in assets and for credit unions.
Banking CRM Carriers, IMOs, agencies, MGAsInsurance
Salesforce and HubSpot built around how insurance sells, services and renews: producer hierarchies, commissions, renewals and state compliance.
Insurance CRM Mortgage, consumer and SMB lendersMortgage and lending
Mortgage, consumer and small-business lenders, including a national mortgage lender with 33 branches whose Salesforce rollout we rescued.
Mortgage and lending CRM Debt relief and consumer financeDebt settlement
Enrollment, deposits, creditor negotiations and settlement payments on one client record, reconciled with your account processor.
Debt settlement CRM Wealthtech, payments, digital assetsFintech
HubSpot, Salesforce or both for product-led growth, partner channels and compliance, from wealthtech platforms to digital asset managers.
Fintech CRMHealthcare, professional services, real estate and software
The same approach applies to other compliance-driven sectors.
Healthcare and health services
HIPAA-aware Salesforce Health Cloud and HubSpot for practice groups, post-acute operators, health data companies and veterinary networks.
Healthcare CRM CPA, advisory, diligence, benefitsProfessional services
HubSpot and Salesforce for CPA and advisory firms, consultancies, due-diligence firms and benefits administrators.
Professional services CRM Investors, lenders, title, brokerageReal estate
Multifamily and commercial investors, REITs, real estate lenders, title companies and brokerages, on Salesforce and HubSpot.
Real estate CRM Software firms, regulated buyersHigh tech and software
Salesforce, HubSpot, SI and AI agents for pipeline, support and voice at software companies that sell to banks, insurers and other regulated buyers.
Software CRM, SI and AI Manufacturers, distributors, dealersManufacturing and distribution
Salesforce, HubSpot and Claude for one view of customers, dealers and orders, connected to the ERP you already run.
Manufacturing CRM, SI and AI Consumer brands, food and beverageConsumer products
Claude rollouts for leadership teams, and Salesforce or HubSpot for retailer, distributor and broker relationships.
Consumer products CRM, SI and AIManufacturing, distribution and consumer products
Our clients also include a $1B capital equipment dealer, a chemical manufacturer, a decorative lighting manufacturer, a manufacturer of solar gate operators, an oil and gas minerals company, a PE-backed fire and life-safety platform and a licensed cannabis brand. Their markets differ. What they asked us for is the same: one view of customers, dealers and partners in a single CRM, with controls their auditors accept.
See manufacturing and distribution and consumer products for what we build in each and how to talk to a client in a similar business.
If SI and AI are your starting point, we run a Claude pilot for your leadership team with the same controls. Our delivery lead, Randy Wandell, spent years in manufacturing systems on the IBM AS/400 with ERP packages such as MAPICS and J.D. Edwards, which helps when a legacy ERP is part of the picture.
If you run Salesforce, HubSpot or Claude, tell us what you need. We'll tell you plainly whether we've done it before, and introduce you to a client in a similar business.
What industry experience changes
Vantage Point was founded in 2018 by a former financial services COO who spent years on the client side of CRM. Industry experience shows up in four places.
- Your data model. Households and financial accounts for wealth managers, producers and policies for insurers, loan files for lenders, funds and LPs for private equity, dealers and distributors for manufacturers. We start from the objects your industry already uses.
- Your compliance requirements. SEC and FINRA recordkeeping, BSA/AML, HIPAA, GDPR and SOC 2 shape what the CRM stores, who sees it and what gets logged. We configure the controls and your compliance team approves them.
- Your integrations. We have connected our clients' CRMs to custodial and portfolio platforms, loan origination systems, banking systems, agency management systems and ERPs. Each industry page lists the systems we have delivered, and anything else connects through APIs or middleware. See the integration directory.
- Your team. Every consultant on your project is senior, and the consultants you meet in discovery are the ones who do the work.
Results by industry
Published case studies from the sectors where we have one, each told in full.
| Industry | Result |
|---|---|
| Wealth management | A multi-acquisition RIA that grew from $1B to $14B+ saw 340% ROI in 18 months and $2.27M in productivity gains. Read the case study |
| Asset management | A global investment manager cut report build time by 85% and reactivated 6,000 stale leads. Read the case study |
| Private equity | A $3.5B private equity firm with five investment strategies rebuilt its Salesforce architecture for real-time LP pipeline dashboards. Read the case study |
| Banking and credit unions | A $2.25B community bank cut manual data entry by 93% and processing time by 50%. Read the case study |
| Insurance | A national call-center life insurance brokerage cut its monthly close from a 10-day cycle to about 5 days. Read the case study |
| Mortgage and lending | A national mortgage lender with 33 branches saw a 5x return and 23% more loan production without added headcount after we rescued its Salesforce rollout. Read the case study |
| Debt settlement | A national debt-resolution firm unified its 250+ employees on Salesforce in 90 days. Read the case study |
| Fintech and digital assets | An institutional digital asset manager reached 100% closed-loop revenue attribution across Salesforce and HubSpot. Read the case study |
Results vary with firm size, data complexity and starting technical debt. Trusted by AAFMAA, Grayscale, Guggenheim, NewSpring, TrueNorth and Wilshire. More stories are on the results page, in all case studies and in the client directory.
Salesforce, HubSpot or both
We implement both platforms, so the recommendation follows your firm's size, complexity and growth plans.
Salesforce consulting
Best for complex data models such as households, producers, loan files and multi-entity structures, and for heavy compliance and integration needs.
Salesforce consulting HubSpotHubSpot consulting
Best for firms that put marketing, referral tracking and a fast rollout first, from growing RIAs to professional services firms.
HubSpot consultingWe run both together when marketing and sales need one view of the client or investor. Read Salesforce vs. HubSpot for 2026 list prices and a five-question decision framework.
We also scope SI and AI inside and outside the CRM, from Agentforce agents to Claude rollouts with scoped access. Every client-facing AI message stays a draft until a person approves it.
Packages and pricing
| Package | Price and timeline |
|---|---|
| Free CRM assessment | Free, 30 minutes with a senior consultant, three written recommendations by email |
| HubSpot Foundation (Sales, Service or Marketing Hub) | $7,500, 3 to 4 weeks |
| Sales Cloud Foundation | From $10,000, 3 to 4 weeks |
| Financial Services Cloud Foundation | From $22,000, 4 to 6 weeks |
| Salesforce Org Assessment | $5,000 fixed, 2 to 3 weeks, credited against a Salesforce Launch package signed within 60 days |
| Implementation Rescue | Quoted, starts with a 2-week diagnosis |
| Managed services | From $4,800 a month for HubSpot and $5,850 a month for Salesforce, 12-month term |
Larger programs are quoted after discovery. Salesforce and HubSpot licenses are billed by the vendors and are not part of our packages. See Salesforce packages and HubSpot packages, each with what is included, what is not and what it costs.
Questions about our industry work
Which industries does Vantage Point serve?
We serve eight financial services sectors: wealth management, asset management, private equity, banking and credit unions, insurance, mortgage and lending, debt settlement and fintech. We also work with healthcare and health services, professional services, real estate and software companies, and with manufacturers, distributors and consumer products brands. Tell us what you need and we'll tell you plainly whether we've done it before.
Do you only work with financial services firms?
No. Most of our clients are financial services firms. The rest include health services organizations, professional services firms, real estate companies, software companies, a capital equipment dealer, chemical and lighting manufacturers and an oil and gas minerals company. We also roll out Claude for leadership teams in any industry, with the same controls we build for banks.
How do you handle compliance requirements such as SEC, FINRA, HIPAA and SOC 2?
Access, data visibility and audit trails are designed in from the start: permission sets and sharing rules mapped to roles, field-level security for sensitive data, field history and audit reporting, and tracking of client communications. We configure the controls and your compliance team approves them. The frameworks that apply depend on your industry, for example SEC and FINRA for advisors, GLBA for banks, HIPAA for health data and state privacy laws. See CRM compliance and security and the Complete CRM Compliance Guide.
Should we choose Salesforce or HubSpot for our industry?
It depends on how complex your data model is, how many systems you connect, who will administer the platform and what your compliance team has to report. Salesforce fits complex structures such as households, producers, loan files and multi-entity records. HubSpot fits firms that put marketing, referral tracking and a fast rollout first. We implement both, so our advice follows your requirements, and the free 30-minute CRM assessment gives it to you in writing as three recommendations. Our Salesforce vs. HubSpot guide covers 2026 list prices and a five-question decision framework.
How much does a CRM project cost and how long does it take?
Fixed-scope packages have published prices. HubSpot Foundation packages are $7,500 (3 to 4 weeks), Sales Cloud Foundation starts at $10,000 (3 to 4 weeks) and Financial Services Cloud Foundation starts at $22,000 (4 to 6 weeks). Larger programs are quoted after discovery. Salesforce and HubSpot licenses are billed by the vendors, not by us. See packages and pricing.
Who will work on our project?
Senior consultants. The consultants you meet in discovery are the ones who deliver, and our delivery is SI- and AI-augmented, so they use SI and AI tools alongside their own experience. A smaller bench is the trade-off, so ask any partner, us included, who will be on your project and what happens if someone is out.
What if our industry is not listed?
Tell us what you run. If you use Salesforce, HubSpot or Claude, we'll say plainly whether we have done it before and, where we have, introduce you to a client. The free 30-minute CRM assessment is the quickest way to find out.
Reviewed October 13, 2026 by Vantage Point's senior consultants. Services, packages and prices change, so we confirm them for your firm before scoping.