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Client profile · Wealth Management

Wealth management firm serving families

An independent wealth management firm serving family clients. Vantage Point provides ongoing Salesforce managed services along with platform optimization and case process work.

Illinois Client since 2024 3 engagements

The challenge

Client service requests needed a defined case process and the Salesforce instance needed ongoing tuning.

What Vantage Point delivered

  • Provided ongoing Salesforce managed services under a 2024 agreement
  • Optimized core Salesforce configuration and workflows
  • Designed and implemented a case process for client service requests

Platforms

SalesforceService Cloud

Services

Managed servicesOptimization

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