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Client profile · Wealth Management

Independent fiduciary wealth management firm

An independent fiduciary wealth management firm. Vantage Point migrated its Salesforce org to Lightning, upgraded Financial Services Cloud, built integrations, and supports the platform under prepaid retainers.

Texas Client since 2019 3 engagements

The challenge

The firm needed to move off an older Salesforce version to Lightning and adopt Financial Services Cloud while keeping day-to-day advisory work running.

What Vantage Point delivered

  • Migrated the firm's Salesforce org to Lightning Experience
  • Upgraded and configured Financial Services Cloud
  • Built integrations between Salesforce and third-party tools
  • Provided ongoing support through prepaid professional services retainers
  • Delivered incremental enhancements through change orders

Platforms

SalesforceFinancial Services Cloud

Services

ImplementationMigrationIntegrationManaged services

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