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Wealth Management

Junxure to Salesforce FSC Migration

Complexity
High
Timeline
8-12 weeks
Outcomes
4+

Challenge

Legacy Junxure CRM limiting firm growth and advisor productivity with outdated interface and limited integration capabilities.

Solution

Complete migration to Salesforce Financial Services Cloud with Orion and eMoney integrations, preserving 15+ years of client data and activity history.

Key Outcomes

  • Zero data loss across 47,000+ records
  • 67% increase in advisor productivity
  • 85% faster new client onboarding
  • 98% user adoption within 60 days

Tags

MigrationWealth ManagementSalesforce FSCData Migration

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Implementation Timeline

8-12 weeks
High Complexity

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