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Client profile · Wealth Management

Multi-office retirement planning firm

A retirement planning and wealth management firm with offices in several markets. Vantage Point ran Salesforce, reporting, compliance processes and IT for the firm under a managed services model.

South Client since 2019 132 engagements

The challenge

The firm was growing across several markets and needed one team to run its CRM, reporting, compliance workflows and IT so advisors could stay focused on clients.

What Vantage Point delivered

  • Migrated Salesforce to Lightning
  • Moved the help desk from FreshDesk to Service Cloud
  • Built compliance workflows for advertising review, suitability updates and case reporting
  • Set up lead capture, lead distribution and telemarketing processes
  • Delivered sales analytics in Tableau and simpler sales and marketing reporting
  • Provided managed services across operations, IT, marketing, finance and compliance

Platforms

SalesforceService CloudTableau

Services

Managed servicesMigrationReportingIntegration

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