Skip to content

Client profile · Fintech

Fintech platform for regulatory disclosure

A financial technology company serving public companies with disclosure and communications needs. Vantage Point provided Salesforce professional services on a retainer basis.

North Carolina Client since 2020 1 engagement

What Vantage Point delivered

  • Provided Salesforce professional services under a retainer agreement

Platforms

Salesforce

Services

Managed services

Similar clients

Modern fintech support workspace with headsets and monitors Fintech company

Fintech company modernizing service operations

West · Since 2022 Empty support center desks with headsets and monitors in daylight Advisor technology provider

Wealth management technology provider

Midwest · Since 2023 Server racks in a data center lit with soft blue indicator lights Blockchain infrastructure provider

Blockchain staking infrastructure provider

Since 2022 Fintech workspace with monitors showing abstract blue data visualizations Fintech trading platform

Fintech platform for automated trading tools

Texas · Since 2019

We do not publish client names.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 →