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Client profile · Asset Management

Institutional value equity asset manager

An institutional asset manager with global equity and fixed income mandates relies on Vantage Point for Salesforce managed services, security work, and analytics builds.

California Client since 2022 7 engagements

The challenge

A mature Salesforce org needed steady support, a security review, and an analytics proof of concept to serve institutional client teams.

What Vantage Point delivered

  • Provided ongoing Salesforce managed services at a fixed monthly hour allotment
  • Ran a security review and optimization of the existing org
  • Built a proof of concept for CRM Analytics reporting
  • Added change order capacity during peak project periods

Platforms

Salesforce

Services

Managed servicesOptimizationReporting

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