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Client profile · Wealth Management

Wealth management firm serving business owners

An integrated wealth management firm serving business owners and individual investors. Vantage Point delivered a Salesforce implementation for the organization.

Texas Client since 2019 1 engagement

What Vantage Point delivered

  • Delivered a Salesforce implementation for the firm in 2019
  • Configured Salesforce to support client and prospect relationship management

Platforms

Salesforce

Services

Implementation

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