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Client profile · Wealth Management

Independent investment advisory firm

An independent investment advisory firm works with Vantage Point on a Salesforce professional services retainer covering ongoing support and enhancements.

Virginia Client since 2021 1 engagement

What Vantage Point delivered

  • Provided ongoing Salesforce support under a professional services retainer
  • Delivered incremental administration and enhancement work on request

Platforms

Salesforce

Services

Managed services

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