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Client profile · Wealth Management

Independent wealth management partnership

An independent wealth management partnership worked with Vantage Point to launch a new Salesforce org, from discovery through build, testing, training, and go live, with follow-on integrations and managed services.

South Client since 2023 2 engagements

The challenge

The firm needed a new Salesforce org built and launched while a separate growth instance was set up in parallel.

What Vantage Point delivered

  • Ran discovery and design for the new Salesforce implementation
  • Built, tested, trained users, and went live on the new Salesforce org
  • Integrated DocuSign for document workflows
  • Completed integration work with a custodian's advisor platform
  • Set up a parallel growth instance and provided managed services

Platforms

Salesforce

Services

ImplementationIntegrationOptimizationManaged servicesTraining

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