Skip to content

Client profile · Wealth Management

Retirement plan services provider

A retirement plan services firm that engaged Vantage Point for a Salesforce org audit and continues to rely on a professional services retainer for ongoing support.

California Client since 2023 2 engagements

The challenge

Needed an independent assessment of its Salesforce org and a partner for ongoing support.

What Vantage Point delivered

  • Completed a Salesforce org audit covering configuration and overall health
  • Put in place a professional services retainer for ongoing support
  • Delivered additional hours through change orders as needs evolved

Platforms

Salesforce

Services

OptimizationManaged services

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We do not publish client names.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 →