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Client profile · Wealth Management

Independent financial planning practice

A solo financial planning practice serving individual clients. Vantage Point integrated Salesforce with its website, optimized its community, and set up marketing automation.

South Client since 2019 4 engagements

The challenge

The practice needed its website, community, and marketing tools connected to its CRM so inquiries and content could be managed in one place.

What Vantage Point delivered

  • Integrated Salesforce with the firm's new website
  • Optimized the community with SEO settings and meta tags
  • Configured marketing automation for lead follow up
  • Ran ongoing Salesforce optimization work

Platforms

SalesforceExperience CloudAccount Engagement (Pardot)

Services

ImplementationIntegrationOptimizationMarketing automation

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