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Client profile · Wealth Management

Independent wealth management firm

Independent wealth management firm that implemented Salesforce with Vantage Point and continues the engagement through a professional services retainer.

Tennessee Client since 2020 2 engagements

What Vantage Point delivered

  • Implemented Salesforce for the firm's advisory operations
  • Provides ongoing support through a professional services retainer

Platforms

Salesforce

Services

ImplementationManaged services

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