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Client profile · Asset Management

Asset manager with expense system integration

An asset management firm. Vantage Point integrated Concur with internal systems and added client approval workflows.

Client since 2024 1 engagement

The challenge

The firm needed Concur expense data connected to its client approval process.

What Vantage Point delivered

  • Integrated Concur expense data with internal systems
  • Added client approval steps and additional configuration

Services

IntegrationCustom development

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