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Client profile · Wealth Management

Comprehensive wealth management and tax planning firm

A comprehensive wealth management firm offering financial planning, investment, tax, and estate services. Vantage Point implemented Salesforce scheduling for its advisory, insurance, inside sales, and tax teams.

Colorado Client since 2021 2 engagements

The challenge

Advisors and specialists across wealth, insurance, inside sales, and tax needed a consistent way to schedule client meetings in Salesforce.

What Vantage Point delivered

  • Implemented Salesforce Lightning Scheduler for wealth, insurance, and inside sales teams
  • Deployed a Lightning Scheduler solution for the firm's tax practice
  • Extended both scheduling solutions through follow-on change orders

Platforms

Salesforce

Services

Implementation

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