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Client profile · Asset Management

Fixed income asset manager

An asset manager with impact oriented fixed income strategies. Vantage Point implemented Sales Cloud and integrated Box for document management.

South Client since 2019 3 engagements

What Vantage Point delivered

  • Implemented Sales Cloud
  • Delivered a broader Salesforce implementation
  • Integrated Box with Salesforce for document management

Platforms

SalesforceSales Cloud

Services

ImplementationIntegration

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