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Client profile · Wealth Management

Wealth management and financial planning firm

A wealth management and financial planning firm. Vantage Point implemented Salesforce and provides ongoing professional services support.

Maryland Client since 2020 2 engagements

What Vantage Point delivered

  • Implemented Salesforce for a wealth management firm
  • Provided ongoing Salesforce professional services under a retainer

Platforms

Salesforce

Services

ImplementationManaged services

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