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Client profile · Wealth Management

Independent wealth management and financial planning firm

An independent wealth management and financial planning firm. Vantage Point scoped and built a prospect scheduling solution for meetings with prospective clients.

Arizona Client since 2020 1 engagement

The challenge

The firm needed a consistent way to schedule and track meetings with prospective clients.

What Vantage Point delivered

  • Scoped a prospect scheduling solution with firm stakeholders
  • Built and delivered scheduling functionality for prospective client meetings

Services

Custom development

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