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Client profile · Wealth Management

Independent wealth management firm

A small independent wealth management firm offering financial planning and investment management. Vantage Point ran a discovery and delivered Financial Services Cloud enhancements.

Massachusetts Client since 2019 2 engagements

The challenge

The firm wanted CRM workflows that support a client-centered planning experience.

What Vantage Point delivered

  • Conducted a discovery to assess CRM needs
  • Delivered enhancements to Financial Services Cloud

Platforms

SalesforceFinancial Services Cloud

Services

Optimization

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