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Client profile · Wealth Management

Fee-only registered investment advisory firm

A fee-only registered investment advisory firm serving individual clients. Vantage Point migrated data from a legacy CRM to Salesforce, ran a health check, and optimized Financial Services Cloud.

Texas Client since 2019 4 engagements

The challenge

Client and account records lived in a legacy advisory CRM that needed to move to Salesforce.

What Vantage Point delivered

  • Migrated client data from XLR8 to Salesforce
  • Ran a Salesforce health check
  • Optimized the Financial Services Cloud configuration
  • Provides ongoing retainer support

Platforms

SalesforceFinancial Services Cloud

Services

MigrationOptimizationManaged services

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