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Get a custom proposalSalesforce & HubSpot for Regulated Industries
Vantage Point is a senior-led, AI-augmented Salesforce and HubSpot consulting firm specializing in regulated industries. Every engagement is scoped and delivered by the same senior, certified consultants. No junior handoffs, no quality tradeoffs.
We are a certified Salesforce and HubSpot Solutions Partner and an Anthropic partner, with deep implementation and advisory expertise across all three.
Our Salesforce practice covers Financial Services Cloud, Sales Cloud, Service Cloud, Service Cloud Voice, Marketing Cloud, Data 360, Experience Cloud, Agentforce, MuleSoft, Tableau, Slack, and Informatica. Our HubSpot practice covers all six Hubs: Marketing, Sales, Service, Content, Commerce, and Data Hub, plus Breeze AI agents. We deliver CRM implementation, Salesforce to HubSpot migration, system integration, data migration, agentic AI services built on Claude, Agentforce, and Breeze, compliance and security solutions, and managed services. Our four proprietary Salesforce AppExchange products (RecordIQ, Field Set, Dynamic Forms, and Advanced Data Table) reduce implementation timelines by 30–50%.
We also run outcome-driven AEO (answer engine optimization) programs, so your firm shows up when buyers ask AI tools like ChatGPT, Claude, and Perplexity who to hire, and we measure success in pipeline, not just rankings. Our deepest proof set is in financial services: wealth management and RIAs, banking, credit unions, insurance, fintech, mortgage lending, debt settlement, and private equity.
We bring the same compliance-first approach to healthcare, life sciences, energy, and education. We integrate Salesforce and HubSpot with the platforms your business already runs, including Schwab, Fidelity, FIS, Fiserv, nCino, Encompass, Guidewire, Snowflake, Workato, and MuleSoft, creating a single source of truth across your technology stack. Compliance frameworks we work within: SEC, FINRA, BSA/AML, TRID, HMDA, HIPAA, GDPR, and SOC 2.
400+ engagements 150+ clients ·4.71/5.0 satisfaction
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Year founded
Founded 2017
Service Lines
- AI Consulting
- 20%
Industries
- Financial services
- 45%
- Business services
- 15%
- Insurance
- 15%
- Education
- 5%
- Energy & natural resources
- 5%
- Manufacturing
- 5%
- Medical
- 5%
- Real estate
- 5%
Clients
- Midmarket ($10M - $1B)
- 80%
- Enterprise (>$1B)
- 10%
- Small Business (<$10M)
- 10%
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Our Story
We’re Vantage Point: a senior-led, 100% US-based, employee-owned Salesforce, HubSpot and Anthropic consultancy focused on regulated industries. Founded by a former financial‑services COO, our certified team has delivered 400+ engagements for 150+ clients with 95% retention and a 4.71/5 satisfaction score. We combine AI-augmented delivery, deep compliance and CRM expertise, strategic advisory, integrations, automation and managed services to drive measurable client outcomes.
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