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Client profile · Wealth Management

Wealth management firm serving families and organizations

A wealth management firm advising individuals, families, and organizations; Vantage Point implemented Salesforce for the firm.

Arizona Client since 2019 1 engagement

What Vantage Point delivered

  • Implemented Salesforce for the wealth management team
  • Delivered the implementation as a single scoped project

Platforms

Salesforce

Services

Implementation

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