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Vantage Point

Your reliable partner in Financial Services, offering AI-driven data solutions to transform your business.

We enable today’s leaders to solve complex business challenges and unlock the full potential of the Salesforce and HubSpot platforms.

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Our Services

High-impact Salesforce and HubSpot solutions, customized for Financial Services

We deliver specialized CRM implementations, seamless platform integrations, AI-driven personalization, and dedicated managed services designed to boost productivity, enhance client engagement, and accelerate your organization’s growth.

Partner with Vantage Point to unlock the full potential of your technology investments.

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Salesforce Implementation & Advisory

We implement and optimize Salesforce Financial Services Cloud tailored specifically for banks, wealth management firms, insurers, and fintech companies—streamlining operations, enhancing productivity, and ensuring regulatory compliance.

 

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HubSpot CRM & Marketing Automation

Expert integration of HubSpot CRM and advanced marketing automation with your Salesforce instance to generate leads, nurture relationships, and provide seamless client experiences.

 

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AI-Driven Data Solutions

Leverage Salesforce Einstein and AI-driven personalization to unlock actionable insights, automate workflows, and deliver tailored client journeys that improve satisfaction and drive growth.

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System Integration & Workflow Automation

Seamless integration of Salesforce and HubSpot with your existing systems, breaking down data silos, automating manual processes, and creating a unified client view.

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Managed Services & Ongoing Support

Comprehensive ongoing support, including proactive health checks, platform optimization, user training, and continuous improvement—ensuring long-term success and maximum ROI from your technology investment.

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Customized Solutions & Strategic Consulting

Every financial services firm is unique. We offer tailored strategic consulting and custom-built solutions designed specifically around your business objectives, challenges, and opportunities. Let’s discuss how we can help your business thrive.

Marketing Plan

A marketing plan focused on growing your business

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Measurable Results

Receive a weekly report on the marketing campaigns

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Ready to grow your company to the next level?

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For Teams

We have a talented team of Marketers, Designers and Developers

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Marketing Team

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Engineering Team

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Design Team

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Resource Center

Insights and Best Practices for Financial Services Technology

Explore our latest articles, guides, and case studies focused on Salesforce, HubSpot, AI-driven solutions, and strategic insights tailored specifically for financial services professionals.

Enhancing Financial Compliance with Salesforce Audit Trail

Enhancing Financial Compliance with Salesforce Audit Trail

Enhance financial compliance and streamline operations with Salesforce Audit Trail, ensuring transparency, accountability, and improved cli...

Enhancing Financial Compliance with Salesforce Audit Trail
David Cockrum

May 29, 2025

Financial Services
Scalable Wealth Management: Leveraging Integration for Growth

Scalable Wealth Management: Leveraging Integration for Growth

In an era where efficiency and personalization are key, integrating portfolio management and accounting solutions with Salesforce offers we...

Scalable Wealth Management: Leveraging Integration for Growth
David Cockrum

May 29, 2025

Integrations
Driving Business Excellence Through Managed Services: Two Client Success Stories

Driving Business Excellence Through Managed Services: Two Client Success Stories

Explore how Vantage Point's Salesforce managed services help financial services clients achieve operational excellence and sustainable grow...

Driving Business Excellence Through Managed Services: Two Client Success Stories
David Cockrum

May 28, 2025

Client Success Stories

Ready to grow your company to the next level?

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Testimonials

What our clients are saying

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“Out of all of the vendors we have tried to work with, and it was 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. Fast, skilled, and knowledgeable across all of Salesforce. Have already and will continue to contract with them.”

Lido Advisors