Vantage Point

Tietoa kohteesta Vantage Point

Vantage Point is a boutique consulting partner focused on financial services, now offering HubSpot and Salesforce integration solutions. Founded by a former financial executive with 15+ years of Salesforce expertise, we serve wealth management, banking, insurance, and mortgage clients from community institutions to global corporations. Our core values—Ownership Mentality, Collaborative, Tenacious, and Humbly Confident—drive our client-first approach, resulting in a 4.9/5.0 satisfaction score. Our US-based team provides tailored marketing automation and integration services connecting HubSpot with Salesforce. This partnership extends our ability to deliver comprehensive solutions for financial services clients, leveraging our specialized industry expertise. With transformations including scaling a wealth management firm from $400M to $4.5B AUM, we're uniquely positioned to maximize your marketing technology investments.