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Wealth Management
Leading RIA Firm Transformation
Junxure to Salesforce Migration Drives 67% Productivity Increase
How a $2.8B AUM registered investment advisor modernized operations with Salesforce Financial Services Cloud, custom portfolio integrations, and seamless data migration from Junxure.
67%
Increase in Advisor Productivity
85%
Faster Client Onboarding
98%
User Adoption Rate
$2.4M
Annual Operational Savings
Client Overview
Company Profile
- Industry: Registered Investment Advisor (RIA)
- AUM: $2.8 Billion
- Advisors: 45 financial advisors
- Clients: 3,200+ households
Technology Stack
- Legacy CRM: Junxure
- Portfolio System: Orion Advisor Tech
- Financial Planning: eMoney
- Document Management: Laserfiche
The Challenge
The firm faced significant operational challenges with their legacy Junxure CRM:
- Disconnected Systems: Junxure couldn't integrate with modern portfolio management platforms, requiring advisors to toggle between 4-5 different systems daily
- Limited Reporting: No consolidated household view or custom reporting capabilities, making compliance audits painful
- Manual Workflows: Client onboarding took 14+ days with heavy manual data entry and email coordination
- Scalability Concerns: Junxure's aging architecture couldn't support the firm's growth plans to double AUM in 3 years
- Mobile Limitations: No effective mobile access for advisors meeting clients off-site
The Solution
1. Salesforce Financial Services Cloud Implementation
Implemented enterprise-grade Financial Services Cloud with household management, relationship groups, and compliance features purpose-built for wealth management.
- Household hierarchies with rollup financials
- Custom dashboards for advisor performance tracking
- Mobile-first design for field advisors
2. Junxure Data Migration
Executed comprehensive data migration using Vantage Point's proven 4-phase methodology:
- Assessment: Analyzed 12 years of Junxure data, identified 47,000+ client records and 230,000+ activities
- Mapping & Transformation: Created custom field mappings, data cleansing rules, and relationship hierarchies
- Test Migration: Ran 3 test migrations with user validation, achieving 99.7% data accuracy
- Production Cutover: Weekend migration with zero data loss and Monday morning go-live
3. System Integration Suite
Built custom integrations to unify the wealth management technology ecosystem:
- Orion Integration: Real-time portfolio data sync with custom Lightning components for account performance
- eMoney Connection: Financial plan embedding directly in Salesforce client records
- Laserfiche Integration: Document management with automatic filing based on Salesforce metadata
- DocuSign: Automated document routing with e-signature workflows
4. Custom Workflow Automation
Automated 17 manual processes to accelerate client service:
- Client onboarding automation (reduced from 14 days to 2 days)
- Quarterly review scheduling with automated prep
- Compliance alert system for regulatory requirements
- Lead routing and assignment based on advisor specialization
The Results
Advisor Productivity
- 67% increase in daily client interactions – Advisors now manage 25% more client relationships with integrated data access
- 3.2 hours saved per advisor daily – Eliminated system-switching and manual data entry
- Mobile adoption at 94% – Advisors access client data seamlessly during off-site meetings
Operational Efficiency
- 85% faster client onboarding – Reduced from 14 days to 2 days with automated workflows
- 78% reduction in compliance violations – Automated alerts and audit trails eliminated manual tracking errors
- Zero data loss during migration – Successful transfer of 47,000+ records with 99.7% accuracy
User Adoption & Satisfaction
- 98% user adoption within 30 days – Comprehensive training program with role-based learning paths
- 4.8/5 satisfaction score – Quarterly surveys show advisors love the integrated experience
- 42% increase in CRM usage – System is now central to daily workflows vs. avoided with Junxure
Financial Impact
- $2.4M annual operational savings – Reduced admin headcount needs and IT maintenance costs
- 23% revenue growth in Year 1 – Advisors can serve more clients with same resources
- 8-month ROI – Platform paid for itself faster than projected
Client Testimonial
"Vantage Point transformed our operations. The Junxure to Salesforce migration was seamless—zero data loss and our advisors were productive from day one. The integrated portfolio data from Orion directly in Salesforce has been a game-changer. We've grown our AUM by 23% in the first year while actually reducing operational costs. This platform will support our growth for the next decade."
MP
Michael Patterson
Chief Operating Officer
Technical Architecture
Platform Components
- Salesforce Financial Services Cloud
- Custom Lightning Web Components
- Flow Builder Automation (17 workflows)
- Einstein Analytics for Advisors
Integration Layer
- MuleSoft Anypoint Platform
- Real-time API connections (Orion, eMoney)
- Scheduled batch jobs (nightly data sync)
- Webhook-based event processing
Key Success Factors
Why This Project Succeeded
- Executive Sponsorship: COO championed project with weekly steering committee
- Advisor Input: 12 advisors on design committee ensured real-world usability
- Phased Rollout: Pilot with 8 advisors before firm-wide launch
- Comprehensive Training: Role-based learning paths with ongoing support
Lessons Learned
- Data migration testing is critical—3 test runs prevented issues
- Integration architecture must be scalable from day one
- User adoption requires ongoing communication, not just training
- Mobile experience is non-negotiable for field advisors