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Client profile · Wealth Management

Independent wealth management firm

A wealth management firm; Vantage Point scoped a fixed-fee HubSpot implementation covering a marketing foundation and a website build on Content Hub.

Client since 2026 1 engagement

What Vantage Point delivered

  • Scoped a fixed-fee HubSpot implementation with a marketing foundation workstream
  • Planned a website build on HubSpot Content Hub
  • Defined a pre-priced optional website redesign change order

Platforms

HubSpotMarketing Hub

Services

ImplementationMarketing automation

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