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Client profile · Wealth Management

Registered investment advisor serving individual investors

A registered investment advisor serving individual investors. Vantage Point provides ongoing Salesforce professional services for the firm on a retainer basis.

Ohio Client since 2021 1 engagement

What Vantage Point delivered

  • Delivered Salesforce professional services on a retainer basis
  • Provided ongoing support and enhancements for the firm's Salesforce org

Platforms

Salesforce

Services

Managed services

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