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Client profile · Wealth Management

Boutique wealth management firm

A small wealth management firm. Vantage Point implemented Salesforce and a Salesforce Communities portal to support client engagement.

California Client since 2020 2 engagements

What Vantage Point delivered

  • Implemented Salesforce for the advisory team
  • Built a Salesforce Communities portal for client engagement

Platforms

SalesforceExperience Cloud

Services

Implementation

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