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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 specialising 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 with deep implementation and advisory expertise across the full technology stack. Our Salesforce practice covers Financial Services Cloud, Sales Cloud, Service Cloud, Service Cloud Voice, Marketing Cloud, Data Cloud, Experience Cloud, Agentforce, MuleSoft, Tableau, Slack, and Informatica. Our HubSpot practice covers all six Hubs — Marketing Hub, Sales Hub, Service Hub, Content Hub, Commerce Hub, and Operations Hub.
We deliver CRM implementation, system integration, data migration, AI-driven automation, compliance and security solutions, workflow automation, and managed services. Our four proprietary Salesforce AppExchange products — RecordIQ, Field Set, Dynamic Forms, and Advanced Data Table — reduce implementation timelines by 30–50%.
Our deepest proof set is in financial services — wealth management, banking, credit unions, insurance, fintech, mortgage lending, debt settlement, and private equity. That expertise extends across all regulated and compliance-driven industries including healthcare, life sciences, energy, education, higher education, commercial real estate, professional services, and manufacturing.
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 entire 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 · 95% client retention
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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
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Our Story
We’re Vantage Point: a senior-led, 100% US-based, employee-owned Salesforce and HubSpot 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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