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Client profile · Wealth Management

Independent wealth advisory firm

An independent wealth advisory firm that builds diversified portfolios for individual clients. Vantage Point implemented Salesforce Sales Cloud to support its client and prospect tracking.

Maryland Client since 2019 1 engagement

What Vantage Point delivered

  • Implemented Salesforce Sales Cloud for the advisory team
  • Configured the org for client and prospect tracking

Platforms

SalesforceSales Cloud

Services

Implementation

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