GPTfy
Salesforce-Native AI Agent Platform
GPTfy is a Salesforce-native AI platform that brings generative AI capabilities directly into your CRM. With a 'bring your own model' approach and enterprise-grade security, GPTfy enables organizations to automate workflows, enhance productivity, and leverage AI agents—all while maintaining complete data sovereignty.
Core Services & Solutions
Comprehensive AI capabilities natively integrated with Salesforce
AI Agent Development
Deploy intelligent AI agents that automate complex workflows and decision-making processes within Salesforce.
Voice AI
Convert voice notes to CRM updates automatically, enabling hands-free data entry and efficiency gains.
Microsoft Copilot Integration
Seamlessly integrate Microsoft Copilot with Salesforce for unified AI-powered workflows.
Industry Solutions
Tailored AI solutions for financial services, healthcare, and other regulated industries.
Security & Compliance
HIPAA, FINRA, and GDPR-ready AI implementations that maintain complete data sovereignty.
No-Code AI Builder
Create AI workflows declaratively without coding, using intuitive visual builders.
Key Capabilities
Bring Your Own Model
Integrate your choice of AI models including OpenAI, Google Gemini, and other leading providers while maintaining complete control.
Salesforce-Native Architecture
Built directly into Salesforce for seamless integration, faster deployment, and simplified maintenance.
Enterprise-Grade Security
Complete data sovereignty with encryption, role-based access, and audit trails. All data stays within your Salesforce org.
How Vantage Point Partners with GPTfy
Vantage Point implements GPTfy's AI solutions to help financial services organizations leverage generative AI within Salesforce while maintaining security and compliance. Through seamless integration and strategic communications, GPTfy enables intelligent automation that drives efficiency across sales, service, and operations. Our partnership brings together Vantage Point's deep financial services CRM expertise with GPTfy's cutting-edge AI technology to deliver measurable business outcomes while ensuring FINRA, SEC, and HIPAA compliance.
Key Benefits
Proven results across industries
72% reduction in sales administrative work
AI-powered fraud detection and compliance monitoring
FINRA and SEC-compliant AI implementations
Automated case summarization and resolution
Custom AI agents for financial processes
Voice-to-CRM automation for field teams
Ready to Transform Your Salesforce with AI?
Partner with Vantage Point and GPTfy to implement enterprise-grade AI solutions that drive efficiency while maintaining compliance.