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Client profile · Banking & Credit Unions

Community savings and loan association

A community savings and loan association serving its local market. Vantage Point delivered a two phase Salesforce implementation and provides ongoing professional services support.

Washington Client since 2021 3 engagements

What Vantage Point delivered

  • Delivered Phase 1 of a Salesforce implementation for branch and lending staff
  • Delivered Phase 2, with added scope handled through change orders
  • Provided a professional services retainer for ongoing support

Platforms

Salesforce

Services

ImplementationManaged services

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