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Client profile · Wealth Management

National network of independent financial advisors

A national network of independent financial advisors and broker-dealers. Vantage Point implemented Salesforce Marketing Cloud and configured distributed marketing, high velocity sales, dialer, and maps.

West Client since 2023 1 engagement

What Vantage Point delivered

  • Implemented Salesforce Marketing Cloud for a national advisor network
  • Configured distributed marketing for advisor-led campaigns
  • Set up high velocity sales, dialer, and maps functionality

Platforms

SalesforceMarketing CloudSales Cloud

Services

ImplementationMarketing automation

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