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Client profile · Wealth Management

Boutique wealth management and investment advisory firm

A boutique wealth management and investment advisory firm. Vantage Point aligned business processes, built a Salesforce roadmap, and delivered a Phase I implementation.

Texas Client since 2019 2 engagements

The challenge

Advisory workflows needed alignment with Salesforce before a phased implementation.

What Vantage Point delivered

  • Facilitated business process alignment and built a Salesforce roadmap
  • Delivered Phase I of the Salesforce implementation

Platforms

Salesforce

Services

Implementation

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