Vantage Point
AI-Powered CRM Suite

Transform Your Marketing, Sales & Service with HubSpot Breeze AI

Intelligent automation for financial services firms. Leverage AI-powered insights, autonomous agents, and data enrichment to drive growth and efficiency.

80+
AI Features
7
Specialized Agents
200M+
Contact Database

Three Powerful AI Components, One Unified Experience

Breeze AI combines intelligent assistance, autonomous agents, and data enrichment to supercharge your CRM.

Breeze Copilot

AI Assistant for Productivity

Chat-based AI companion for content generation
Data summarization and insights
Meeting prep and follow-up automation
Custom AI assistants for your workflows

đź’ˇ Use Case:

"Generate compliant emails for financial advisors in seconds"

Breeze Agents

AI Specialists That Work For You

Content Agent – Blogs, landing pages
Social Media Agent – Automated posting
Prospecting Agent – Lead scoring
Customer Agent – 24/7 support
Personalization Agent – Tailored CTAs
Data Agent – Research intelligence
Knowledge Base Agent – Self-service

Breeze Intelligence

Data Enrichment at Scale

200M+ company & contact profiles
Buyer intent tracking signals
Form shortening for better conversions
Automated data enrichment workflows

đź’° Pricing:

Credit-based: $42/month for 100 credits

Breeze AI for Financial Services

Purpose-built capabilities for wealth management, banking, and insurance firms.

Wealth Management & RIAs

Prospecting Agent

Identify HNW individuals, track life events (inheritance, retirement, business sale), and personalize outreach at scale.

Content Agent

Generate educational content on investment strategies, tax planning, and estate planning—all SEC/FINRA compliant.

Customer Agent

Provide 24/7 client service with built-in compliance guardrails for SEC/FINRA regulations.

Banks & Credit Unions

Form Shortening

Streamline account opening and loan applications with intelligent data enrichment, reducing form abandonment.

Buyer Intent

Identify businesses needing commercial lending, treasury services, or merchant services based on behavioral signals.

Content Marketing

Create educational content on banking products, rates, and financial wellness—automatically and compliantly.

Insurance Agencies

Prospecting Agent

Detect policy renewal signals, life event triggers (marriage, home purchase), and cross-sell opportunities.

Personalization Agent

Tailor product recommendations and messaging by demographic segment for higher conversion rates.

Customer Agent

Answer policy questions, provide claims status, and educate on coverage—24/7 with state regulation compliance.

Our Proven Implementation Methodology

VALUE framework adapted for Breeze AI—delivering results in 6-8 weeks.

1

Discovery & Requirements

1-2 weeks
Business objectives assessment
Current marketing/sales process mapping
Data quality evaluation
Compliance requirements gathering
Agent selection prioritization
Success metrics definition
2

Platform Preparation

1 week
HubSpot account audit
Data cleansing prerequisites
Contact property standardization
Workflow documentation
Integration inventory
Security configuration
3

Agent Configuration

2-3 weeks
Prospecting Agent setup with lead scoring
Customer Agent knowledge base optimization
Content Agent brand voice training
Breeze Intelligence integration
Workflow automation setup
Testing and refinement
4

Compliance Setup

1 week
SEC/FINRA communication archiving
Supervision workflows
Pre-approval processes
Prohibited content filters
GLBA data privacy
Opt-out management
5

Training & Adoption

1 week
Role-based training for advisors
Marketing team training
Service team training
Change management strategies
Adoption metrics tracking
Super-user program
6

Optimization

Ongoing
Performance monitoring
Prompt refinement
A/B testing strategies
Continuous improvement
Quarterly reviews
Feature expansion

Measurable Results from Breeze AI

Real outcomes from financial services implementations.

60%
Faster Response Times
40%
Increase in Qualified Leads
85%
Lead Increase (Case Study)
$450K
Annual Cost Savings

Transparent Pricing for Breeze AI

Investment tiers based on your firm's needs and scale.

Starter

$0-$500/mo

Perfect for small teams testing AI capabilities

  • Breeze Copilot included
  • Basic AI-powered insights
  • Email content generation
  • Limited agent access
  • Standard support
MOST POPULAR

Professional

$2K-$5K/mo

Full suite for growing financial services firms

  • All agents included
  • Breeze Intelligence credits
  • Advanced automation
  • Compliance-ready workflows
  • 2-5 users
  • Priority support

Enterprise

$5K+/mo

Custom solutions for large organizations

  • Custom agent development
  • Unlimited Intelligence credits
  • Dedicated success manager
  • Custom integrations
  • Unlimited users
  • White-glove support

đź’ˇ Breeze Intelligence credits: $42/month for 100 credits (data enrichment pay-as-you-go)

Seamless Integration Ecosystem

Connect Breeze AI with your existing tech stack for unified workflows.

Salesforce

Bi-directional sync

Microsoft 365

Email & calendar

Slack

Team notifications

Zoom

Meeting insights

Ready to Transform Your CRM with AI?

Schedule a personalized Breeze AI assessment to see how AI can accelerate your growth.