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Client profile · Professional Services

Consultancy for financial advisory firms

A consultancy serving financial advisory firms. Vantage Point implemented Salesforce and provides ongoing optimization and retainer support.

Maryland Client since 2020 3 engagements

The challenge

The firm needed a CRM to manage advisory firm engagements and track activity.

What Vantage Point delivered

  • Implemented Salesforce for advisory firm client management
  • Provided ongoing retainer support and enhancements
  • Optimized last activity date tracking

Platforms

Salesforce

Services

ImplementationOptimizationManaged services

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