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Client profile · Wealth Management

Wealth management firm serving high net worth families

A wealth management RIA serving high net worth families. Vantage Point supports its Salesforce org through staff augmentation, managed services, and a full org rebuild.

California Client since 2021 4 engagements

The challenge

Early decisions in the firm's initial Salesforce build were limiting user experience improvements and workflow customization, prompting a full org rebuild.

What Vantage Point delivered

  • Staffed Salesforce support through a staff augmentation engagement
  • Provided ongoing Salesforce managed services across multiple terms
  • Rebuilt the Salesforce org to improve user experience and workflow customization

Platforms

Salesforce

Services

ImplementationManaged servicesStaff augmentation

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