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Client profile · Asset Management

Proprietary trading and asset management firm

A proprietary trading and asset management firm. Vantage Point provides ongoing Salesforce staff augmentation and managed services, including rebuilding the institutional client onboarding process.

Midwest Client since 2020 15 engagements

The challenge

The firm needed sustained Salesforce administration and development capacity beyond its internal team.

What Vantage Point delivered

  • Delivered recurring quarterly staff augmentation and professional services
  • Provided managed services support for the Salesforce org
  • Rebuilt the opportunity to onboarding process for institutional relationship management
  • Adjusted engagement scope through change orders as needs evolved

Platforms

Salesforce

Services

Staff augmentationManaged servicesOptimization

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