Skip to content

Client profile · Wealth Management

National retirement planning and investment firm

A national retirement planning firm serving employers, associations, and membership organizations; Vantage Point scoped a Salesforce Sales Cloud quickstart and a Marketo integration.

West Client since 2021 1 engagement

What Vantage Point delivered

  • Scoped a Salesforce Sales Cloud quickstart for the firm
  • Scoped an integration connecting Sales Cloud with Marketo
  • Defined the scope for sales and marketing data flow between systems

Platforms

SalesforceSales Cloud

Services

ImplementationIntegrationMarketing automation

Similar clients

Desk of a fee-only financial planning office with laptop, binders, and calculator in soft natural light Fee-only RIA

Fee-only registered investment adviser

Midwest · Since 2019 Advisor desk with retirement plan documents, calculator, and reading glasses in morning light Retirement and wealth advisory

National retirement and wealth advisory firm

Midwest · Since 2020 Wealth management conference room with printed reports and a city skyline at dusk Wealth management RIA

Wealth management firm serving high net worth families

California · Since 2021 Modern wealth management office desk with financial documents and laptop in soft daylight Wealth management firm

Wealth management firm serving individuals and families

Northeast · Since 2020

We do not publish client names. Every profile on this page describes a real Vantage Point client, written from our CRM records with identifying details removed. Image is illustrative. Salesforce, HubSpot and other product names belong to their owners. Browse all clients →