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Client profile · Wealth Management

Independent wealth management advisory firm

An independent wealth management advisory firm moving its client data from Wealthbox to Salesforce Financial Services Cloud, with Vantage Point leading the migration.

Client since 2026 1 engagement

The challenge

The firm needed to move client and household data from a lightweight CRM to a platform purpose-built for wealth management.

What Vantage Point delivered

  • Migrated client and household data from Wealthbox to Salesforce Financial Services Cloud
  • Mapped legacy CRM records to the Financial Services Cloud data model
  • Established Financial Services Cloud as the firm's system of record

Platforms

SalesforceFinancial Services Cloud

Services

Migration

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