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Client profile · Wealth Management

Independent investment advisory firm

An independent investment advisory firm. Vantage Point implemented Salesforce, set up Account Engagement for marketing, and provides ongoing managed services.

Texas Client since 2019 4 engagements

What Vantage Point delivered

  • Implemented Salesforce for the firm
  • Delivered a Pardot quick start, later Account Engagement
  • Set up Salesforce Digital Engagement
  • Provided ongoing managed services

Platforms

SalesforceAccount Engagement (Pardot)

Services

ImplementationMarketing automationManaged services

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