Skip to content

Client profile · Fintech

Fintech company modernizing service operations

A fintech company. Vantage Point designed and implemented Salesforce Service Cloud, including Service Cloud Voice.

West Client since 2022 4 engagements

The challenge

The company needed a service platform and voice capabilities to support customer operations.

What Vantage Point delivered

  • Completed Service Cloud discovery and solution design
  • Implemented Service Cloud Phase 1 and Phase 2
  • Integrated Service Cloud Voice with a telephony provider

Platforms

SalesforceService Cloud

Services

ImplementationIntegration

Similar clients

We do not publish client names. Every profile on this page describes a real Vantage Point client, written from our CRM records with identifying details removed. Image is illustrative. Salesforce, HubSpot and other product names belong to their owners. Browse all clients →