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Client profile · Wealth Management

Brokerage serving international investors

A brokerage firm serving international private investors and institutions. Vantage Point enhanced standing instruction workflows in Salesforce and delivered a custom inbox view.

South Client since 2019 3 engagements

What Vantage Point delivered

  • Enhanced standing instruction workflows in Salesforce
  • Delivered a custom Salesforce inbox view
  • Completed a follow-up round of workflow enhancements

Platforms

Salesforce

Services

OptimizationCustom development

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