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Client profile · Wealth Management

Wealth management firm on broker-dealer network

A wealth management firm that moved from a broker-dealer CRM to Salesforce Financial Services Cloud. Vantage Point implemented FSC, migrated data, integrated Orion, and provides managed services.

South Client since 2019 3 engagements

The challenge

The firm needed to move off its broker-dealer's CRM and unify client data on a modern wealth platform.

What Vantage Point delivered

  • Implemented Salesforce Financial Services Cloud for advisory teams
  • Migrated client data and attachments from legacy broker-dealer CRM
  • Configured Orion integration for portfolio data
  • Provided ongoing Salesforce managed services

Platforms

SalesforceFinancial Services Cloud

Services

ImplementationMigrationIntegrationManaged services

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