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Client profile · Wealth Management

Wealth management firm optimizing Salesforce FSC

A wealth management firm that uses Salesforce Financial Services Cloud. Vantage Point provides ongoing optimization and support for its FSC instance.

Client since 2024 1 engagement

The challenge

The firm needed to improve and extend its Salesforce Financial Services Cloud setup to better support advisors and clients.

What Vantage Point delivered

  • Optimized Salesforce Financial Services Cloud configuration
  • Delivered ongoing FSC enhancements through a retainer
  • Completed multiple change orders for new features

Platforms

SalesforceFinancial Services Cloud

Services

OptimizationManaged services

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