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Client profile · Wealth Management

Independent wealth advisory firm

An independent wealth advisory firm that engaged Vantage Point for a business process review and Salesforce org assessment, followed by optimization work.

South Carolina Client since 2019 2 engagements

The challenge

The firm wanted an objective assessment of its business processes and Salesforce org before making changes.

What Vantage Point delivered

  • Conducted a business process review of the firm's advisory operations
  • Assessed the existing Salesforce org, including configuration and usage
  • Delivered optimization work across the Salesforce org in 2020
  • Extended the optimization engagement through a change order

Platforms

Salesforce

Services

Optimization

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