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Client profile · Wealth Management

Boutique investment advisory firm

A small investment advisory firm. Vantage Point reviewed and optimized the firm's existing Salesforce org so it fit the advisory workflow more closely.

Louisiana Client since 2020 1 engagement

What Vantage Point delivered

  • Optimized an existing Salesforce org for a boutique investment advisory firm
  • Tuned the org to match the firm's advisory workflow

Platforms

Salesforce

Services

Optimization

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