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Client profile · Wealth Management

Small wealth management firm

A small wealth management firm engaged Vantage Point for a business process review, ongoing managed services, and a Financial Services Cloud re-implementation.

South Client since 2020 3 engagements

The challenge

Its original Salesforce org no longer fit the business, prompting a review and a rebuild on a new org.

What Vantage Point delivered

  • Conducted a business process review and Salesforce org assessment
  • Provided ongoing Salesforce managed services
  • Built a new org and re-implemented Financial Services Cloud

Platforms

SalesforceFinancial Services Cloud

Services

ImplementationManaged servicesOptimization

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