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Client profile · Asset Management

Institutional investment management firm

An institutional investment management firm; Vantage Point implemented Salesforce and provides ongoing managed services under annual agreements.

Texas Client since 2023 5 engagements

What Vantage Point delivered

  • Implemented Salesforce across the firm
  • Delivered change orders extending the original implementation
  • Provides recurring Salesforce managed services with monthly support hours

Platforms

Salesforce

Services

ImplementationManaged services

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