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Client profile · Wealth Management

Boutique wealth management firm serving private clients

A boutique wealth management firm serving private clients. Vantage Point optimized its Salesforce org and provides ongoing support through a professional services retainer.

Texas Client since 2019 2 engagements

What Vantage Point delivered

  • Optimized the firm's existing Salesforce configuration
  • Provides ongoing Salesforce support through a professional services retainer

Platforms

Salesforce

Services

OptimizationManaged services

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