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Client profile · Insurance

Life insurer and annuity carrier

A life insurance and annuity carrier that engaged Vantage Point to review its Financial Services Cloud org and scope an upgrade. The assessment ran through an ongoing retainer agreement.

Iowa Client since 2023 1 engagement

The challenge

The carrier needed a clear picture of the effort and cost required to move its Financial Services Cloud environment to a newer release before committing to the work.

What Vantage Point delivered

  • Assessed the existing Financial Services Cloud configuration and open gaps
  • Scoped the upgrade effort and produced hour estimates for the build
  • Delivered the assessment under an existing retainer agreement

Platforms

SalesforceFinancial Services Cloud

Services

OptimizationManaged services

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