Results
Client results from Salesforce and HubSpot projects
Every figure on this page comes from a published case study or a public review. Most of our clients are banks, wealth managers and insurers, so most stories describe the firm by type and size rather than by name, and each one links to the full case study.
Short answer
The three results we lead with: a multi-acquisition RIA reached a 340% ROI within 18 months, a $2.25B community bank cut manual data entry by 93%, and a national mortgage lender got a 5x ROI after we rescued a failed Salesforce build. Each figure is from the client's published case study, linked below.
Three results we lead with
Multi-acquisition RIA: one Salesforce org through 17+ acquisitions
A fee-only RIA grew from $1B to more than $14B in assets through organic growth and acquisitions. Its Salesforce Classic org ran on broken custom code and couldn't take in the data each acquired firm brought from Junxure, Ebix SmartOffice and other systems. We moved the org to Lightning, rebuilt its logic in Flows and wrote a six-phase migration playbook that each new acquisition follows.
$2.25B community bank: Financial Services Cloud across the whole bank
Retail banking, mortgage, commercial lending and customer support all moved onto one Financial Services Cloud org while the bank replaced its core banking platform underneath. MuleSoft sat between the CRM and the core, so the front line kept working through the core change.
National mortgage lender: a failed Salesforce build rescued
The lender's first Financial Services Cloud build, done by another firm, had skipped core setup such as Person Accounts, and the project was at risk of failing outright. We audited what was broken, then fixed the CRM and its connections to Encompass and Blend while rebuilding marketing automation in Marketing Cloud at the same time.
More results by industry
Each row links to the published case study the figure comes from.
| Industry | Client | Result |
|---|---|---|
| Wealth management | $30B+ independent RIA | 95% adoption within 90 days of a Financial Services Cloud reimplementation. Case study |
| Asset management | $22B+ investment manager | 85% less time to build marketing materials, and 6,000+ stale leads reactivated. Case study |
| Asset management | Institutional digital asset manager | 100% closed-loop revenue attribution across Salesforce and HubSpot. Case study |
| Private equity | $3.5B private equity firm | Five investment strategies on one Salesforce platform. Case study |
| Banking | Community savings and loan | 93% less manual data entry with Financial Services Cloud and MuleSoft. Case study |
| Insurance | Regional insurance brokerage | Every user logged in at go-live, after three earlier CRM attempts had failed. Case study |
| Insurance | National call-center life insurer | Commission close cut from 10 days to about 5. Case study |
| Debt settlement | National debt-resolution firm, 250+ employees | One Salesforce platform in under 90 days. Case study |
What clients say
Reviews from the Salesforce AppExchange and the HubSpot Solutions Directory, quoted as written, plus two named clients. Our AppExchange rating is 4.7 out of 5 from 19 project reviews. Read all 19 on the AppExchange
“VantagePoint's team came to us with a high degree of skills and expertise, showed exceptional ability to understand our unique business needs, and added far more value than expected.”
Verified customer, financial services. Salesforce AppExchange review, December 2021.
“Their experience, knowledge, and communication set the bar high for any future technology partners we look to work with.”
Verified customer, financial services. Salesforce AppExchange review, April 2023.
“Very knowledgeable about the various Salesforce platforms and experience within the Financial Industry. Provided solutions that met our needs with the end user in mind.”
Verified customer, financial services. Salesforce AppExchange review, February 2021.
“Very fun process! I was expecting tons of stress. It was pretty dang easy!”
J. Turner. HubSpot Solutions Directory review, September 2026.
“You guys have worked with us for years now and understand our Salesforce instance in a way that some random other firm doesn’t.”
Gwynne Richmond, NewSpring Capital.
“I’m pretty impressed with how quickly you all move. I’m certainly not used to that.”
Elliott Moreno, Grayscale Investments.
How we label client stories
Most of the firms we work with are regulated, and most of our case studies describe the client by type and size instead of by name. We name a client only with the client's permission. Every figure on this page appears in the case study it links to, and when a case study has no figure, we don't add one.
The client directory
The client directory profiles the firms we've worked with, grouped by industry and platform. Most profiles don't name the client.
Questions about our results
Why don't most case studies name the client?
Banks, wealth managers and insurers often don't let vendors name them in marketing. We describe each client by type and size instead, and we name a client only with the client's permission.
Where do the figures come from?
Each figure on this page appears in the published case study linked beside it. If a case study doesn't include a number, this page doesn't add one.
Do you have results from HubSpot projects?
Yes. The institutional digital asset manager in the table runs Salesforce and HubSpot together with 100% closed-loop revenue attribution, and HubSpot clients review us on the HubSpot Solutions Directory. The case study library also has HubSpot rollouts for professional services and fintech firms.
How do I find a result like mine?
Open your industry from the Industries menu; each industry page lists its case studies. Or book a free 30-minute CRM assessment and ask the consultant which of our projects is closest to yours.