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Client profile · Wealth Management

Large independent wealth management RIA

A large independent wealth management firm. Vantage Point is migrating years of client history from Redtail CRM to Salesforce Financial Services Cloud in a phased cutover.

Missouri Client since 2026 1 engagement

The challenge

Years of activities, notes, workflows, and files lived in a legacy advisor CRM and needed to move into Financial Services Cloud with history intact.

What Vantage Point delivered

  • Mapped Redtail CRM data to Financial Services Cloud during discovery
  • Extracted activities, notes, workflows, and files through the Redtail API
  • Validated migrated records in a sandbox before production cutover
  • Executing a phased production cutover using a toolkit-driven model

Platforms

SalesforceFinancial Services Cloud

Services

Migration

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