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Client profile · Asset Management

Investment bank and capital markets advisor

An investment bank. Vantage Point delivered a Financial Services Cloud and CRM Analytics engagement for the firm.

Client since 2024 1 engagement

What Vantage Point delivered

  • Delivered Financial Services Cloud configuration
  • Set up CRM Analytics reporting on Salesforce data

Platforms

SalesforceFinancial Services CloudTableau

Services

ImplementationReporting

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