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Client profile · Wealth Management

Independent wealth advisory firm

An independent wealth advisory firm. Vantage Point completed a Salesforce optimization to improve how the team manages client relationships.

South Client since 2020 1 engagement

The challenge

The firm's existing Salesforce instance needed cleanup and improvement.

What Vantage Point delivered

  • Completed a Salesforce optimization for the advisory team
  • Refined the existing instance to better fit the team's workflows

Platforms

Salesforce

Services

Optimization

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