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Client profile · Wealth Management

Independent wealth and retirement advisory

A small independent wealth advisory offering retirement and insurance solutions engaged Vantage Point for a scoped Salesforce optimization project.

Florida Client since 2022 1 engagement

What Vantage Point delivered

  • Assessed the firm's existing Salesforce setup
  • Delivered a scoped Salesforce optimization engagement

Platforms

Salesforce

Services

Optimization

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