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Client profile · Wealth Management

Family office

A family office consolidated its client records by migrating data from a legacy advisor CRM into Salesforce with Vantage Point.

South Client since 2020 1 engagement

The challenge

The firm's client data sat in a legacy advisor CRM and needed to be consolidated into Salesforce.

What Vantage Point delivered

  • Migrated historical client records from a legacy advisor CRM into Salesforce
  • Mapped and loaded legacy data into Salesforce objects

Platforms

Salesforce

Services

Migration

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