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Client profile · Wealth Management

Boutique wealth management firm

A boutique wealth management firm engaged Vantage Point to implement Salesforce Financial Services Cloud for its small advisory team.

South Client since 2019 1 engagement

What Vantage Point delivered

  • Implemented Salesforce Financial Services Cloud Enterprise Edition
  • Configured the org for a three-user advisory team

Platforms

SalesforceFinancial Services Cloud

Services

Implementation

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