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Client profile · Wealth Management

Boutique wealth management firm

A boutique wealth management firm serving individual investors. Vantage Point upgraded its Salesforce Financial Services Cloud environment and supported the advisory team through the change.

Massachusetts Client since 2020 1 engagement

What Vantage Point delivered

  • Upgraded the firm's Salesforce Financial Services Cloud environment
  • Supported the advisory team through the upgrade

Platforms

SalesforceFinancial Services Cloud

Services

Optimization

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