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Client profile · Wealth Management

Two-advisor wealth management practice

Two-advisor wealth management practice running on Salesforce Financial Services Cloud; Vantage Point provides ongoing support hours and Claude enablement for its advisors.

Midwest Client since 2026 1 engagement

The challenge

After its prior implementation partner became unresponsive post go-live, the practice wanted a senior, wealth-focused support team with a single point of contact.

What Vantage Point delivered

  • Delivered an ongoing 20-hour Financial Services Cloud support block
  • Provided Claude enablement and training for the two advisors
  • Acting as primary support contact for Financial Services Cloud questions and fixes

Platforms

SalesforceFinancial Services CloudClaude

Services

Managed servicesTraining

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