Question 1

What makes Vantage Point different from other Salesforce and HubSpot implementation partners?

Accepted Answer

Vantage Point brings deep domain expertise across multiple industries including banking, wealth management, insurance, and fintech. Our team understands complex regulatory requirements (SEC, FINRA, GDPR), compliance frameworks, and operational challenges. We've developed pre-built solutions, industry-specific workflows, and best practices refined through hundreds of implementations. This specialization means faster deployments, fewer costly mistakes, and solutions that work for your specific industry—not generic implementations retrofitted to your needs.

Question 2

Do you only work with large organizations, or can smaller firms benefit from your services?

Accepted Answer

We serve organizations of all sizes—from small boutique firms to regional and national carriers. Our implementation approach scales to your needs and budget. Smaller firms benefit from our pre-configured templates and accelerated deployment timelines, while larger institutions leverage our enterprise-grade customization capabilities and change management expertise. We've successfully implemented solutions with team sizes ranging from a handful to hundreds of users.

Question 3

Which financial services sectors do you specialize in?

Accepted Answer

Our core expertise spans four key sectors: Wealth Management & RIAs – Client relationship management, portfolio tracking, advisor productivity Banking & Lending – Loan origination, commercial banking, deposit account management Insurance – Policy administration, claims tracking, agent management Fintech & Financial Technology – Product-led growth, customer onboarding, compliance automation Within each sector, we've developed specialized solutions for common use cases—such as FINRA-compliant communication tracking for broker-dealers or automated KYC/AML workflows for digital banks.

Question 4

How long does a typical Salesforce or HubSpot implementation take?

Accepted Answer

Implementation timelines vary based on complexity, but here are typical ranges: HubSpot implementations: • 6-12 weeks for standard deployments (Marketing Hub + Sales Hub with basic integrations) • 12-20 weeks for complex implementations (full platform with custom objects, advanced automation, and multiple integrations) Salesforce implementations: • 8-16 weeks for specialized cloud implementations with standard configuration • 16-32 weeks for enterprise implementations with extensive customization, third-party integrations, and data migration Our industry-specific accelerators can substantially reduce these timelines compared to starting from scratch. We provide a detailed project timeline during the discovery phase based on your specific requirements.

Question 5

Can you help us migrate from our current CRM to Salesforce or HubSpot?

Accepted Answer

Yes, data migration is a core component of our implementation services. We've successfully migrated data from legacy systems including Redtail, Wealthbox, Junxure, Microsoft Dynamics, and custom-built databases. Our migration process includes: Data audit and cleansing – Identifying duplicates, incomplete records, and data quality issues Field mapping and transformation – Ensuring data maps correctly to Salesforce/HubSpot data models Migration testing – Validating data integrity in a sandbox environment Cutover planning – Minimizing business disruption during go-live We typically achieve exceptional data accuracy and provide detailed migration reports. For complex migrations, we use phased approaches to reduce risk.

Question 6

Do you provide training for our team after implementation?

Accepted Answer

Comprehensive training is included in all our implementations. We offer: Role-based training – Customized sessions for advisors, operations staff, marketing teams, and administrators Hands-on workshops – Practical exercises using your actual data and workflows Train-the-trainer programs – Empowering internal champions to support ongoing adoption Video tutorials and documentation – Searchable knowledge base for self-service learning Post-launch office hours – Weekly Q&A sessions for the first 30-60 days We also provide change management support to drive user adoption and ensure your team fully leverages the new system's capabilities.

Question 7

What integrations do you typically set up with Salesforce or HubSpot?

Accepted Answer

We integrate the systems that power your business operations. Common integrations include: • Portfolio Management Systems – Orion, Black Diamond, Tamarac, Addepar • Financial Planning Tools – eMoney, MoneyGuidePro, RightCapital • Document Management – DocuSign, SharePoint, Box, Laserfiche • Communication Platforms – Outlook, Gmail, Microsoft Teams, Zoom • Compliance & Archiving – Smarsh, Global Relay, Hearsay Systems • Marketing Automation – Mailchimp, Constant Contact, Marketo • Accounting Systems – QuickBooks, NetSuite, Sage Intacct We design integrations to be bi-directional where appropriate, ensuring data flows seamlessly across your technology stack.

Question 8

What kind of ROI can we expect from a Salesforce or HubSpot implementation?

Accepted Answer

Our clients typically see measurable ROI within the first year. Common outcomes include: • Productivity gains – Significant reduction in administrative time for staff and relationship managers • Revenue growth – Substantial increase in cross-sell/upsell opportunities through better client insights • Client retention – Notable improvement in retention rates through proactive service workflows • Marketing efficiency – Dramatic reduction in cost-per-lead through automated nurture campaigns • Operational cost savings – Considerable reduction in manual data entry and reporting time We help you define success metrics during discovery and provide dashboards to track ROI throughout the implementation and beyond.

Question 9

How do you measure success after implementation?

Accepted Answer

We establish clear success metrics aligned with your business objectives. Typical KPIs include: • User adoption rates – Daily active users, feature utilization, data quality scores • Process efficiency – Time-to-close for opportunities, lead response times, task completion rates • Business outcomes – Revenue per client, client acquisition costs, retention rates • Data quality – Completeness of client records, duplicate rates, data accuracy • System performance – Page load times, integration reliability, automation success rates We build custom dashboards that provide real-time visibility into these metrics and conduct 30, 60, and 90-day check-ins to ensure you're achieving your goals.

Question 10

What is the typical investment range for an implementation project?

Accepted Answer

Investment varies based on scope, complexity, and organization size. Typical ranges: HubSpot implementations: • $15,000-$30,000 for basic setups (single hub, standard configuration) • $30,000-$75,000+ for comprehensive implementations (multiple hubs, custom objects, advanced automation) Salesforce implementations: • $40,000-$80,000 for specialized cloud implementations with standard configuration • $80,000-$200,000+ for enterprise implementations with extensive customization These estimates include discovery, configuration, data migration, integrations, training, and post-launch support. We provide detailed proposals with transparent pricing after the discovery phase. Many clients see positive ROI within the first year that far exceeds the initial investment.

Question 11

How do you ensure our Salesforce or HubSpot implementation meets industry compliance requirements?

Accepted Answer

Compliance is built into every implementation. Our approach includes: Regulatory framework mapping – Configuring systems to support SEC, FINRA, GDPR, CCPA, and other applicable regulations Audit trail configuration – Comprehensive logging of all client interactions, data changes, and system access Data retention policies – Automated archiving and deletion workflows that comply with record-keeping requirements Access controls – Role-based permissions ensuring users only see data they're authorized to access Communication archiving – Integration with compliance archiving solutions like Smarsh or Global Relay Documentation – Detailed compliance documentation for regulatory examinations We work closely with your compliance team to ensure all requirements are met.

Question 12

What security measures are in place to protect sensitive client data?

Accepted Answer

We implement enterprise-grade security controls including: • Data encryption – Encryption at rest and in transit for all sensitive data • Multi-factor authentication – MFA required for all user access • IP restrictions – Limiting system access to approved networks • Field-level security – Restricting access to sensitive fields like SSN, account numbers • Session management – Automatic timeout and session monitoring • Integration security – OAuth 2.0 and API key management for third-party connections • Regular security audits – Quarterly reviews of permissions, access logs, and security settings Both Salesforce and HubSpot maintain SOC 2 Type II certification and comply with industry security standards.

Question 13

Can you help us with FINRA or SEC audit preparation?

Accepted Answer

Yes, we provide audit readiness support including: Compliance documentation – Detailed system documentation showing how your CRM supports regulatory requirements Audit trail reports – Pre-built reports showing client communication history, data access logs, and system changes Data retention verification – Demonstrating proper archiving and retention of required records Access control reviews – Documentation of user permissions and security controls Mock audit preparation – Helping your team prepare for common examiner questions about your CRM We've supported dozens of clients through successful regulatory examinations and can provide reference architectures and best practices documentation.

Question 14

How can AI capabilities in Salesforce or HubSpot benefit our organization?

Accepted Answer

AI transforms how organizations operate. Key applications include: • Predictive lead scoring – Identifying which prospects are most likely to convert based on behavioral patterns • Next-best-action recommendations – Suggesting optimal client outreach timing and messaging • Automated data entry – AI-powered extraction of information from emails and documents • Sentiment analysis – Monitoring client communication for satisfaction signals and risk indicators • Intelligent routing – Automatically assigning leads and cases to the best-suited team members • Content generation – AI-assisted email drafting and personalization • Forecasting – Predictive analytics for pipeline and revenue projections We help you implement AI features that deliver measurable business value while maintaining compliance and data privacy.

Question 15

Do you build custom applications or just configure out-of-the-box features?

Accepted Answer

We do both, depending on your needs. Our approach: Configuration first – We maximize native platform capabilities before custom development—typically most requirements can be met with configuration Custom development when needed – We build custom Lightning components, Apex code, HubSpot custom objects, and API integrations for unique requirements AppExchange/Marketplace solutions – We evaluate and implement third-party apps that solve common problems Custom portals and experiences – We build client portals, advisor dashboards, and custom interfaces using Experience Cloud or HubSpot CMS Our development follows platform best practices, is fully documented, and includes knowledge transfer to your team.

Question 16

Can you help us automate our client onboarding process?

Accepted Answer

Absolutely. Client onboarding automation is one of our most requested solutions. We build end-to-end workflows that include: • Automated task creation – Triggering onboarding checklists based on client type and products • Document collection – Automated requests for required documents with DocuSign integration • KYC/AML workflows – Structured data collection and verification processes • Account setup automation – Triggering account creation in portfolio management and other systems • Communication sequences – Automated welcome emails, educational content, and check-in reminders • Progress tracking – Dashboards showing onboarding status and bottlenecks • Compliance checkpoints – Ensuring all regulatory requirements are met before account activation Clients typically see substantial reduction in onboarding time and significantly improved client experience.

Question 17

What does your discovery process look like?

Accepted Answer

Our discovery process is comprehensive yet efficient, typically completed in 2-3 weeks. It includes: Stakeholder interviews – Meeting with key users across departments to understand needs and pain points Current state assessment – Evaluating existing systems, processes, and data quality Requirements gathering – Documenting functional requirements, integration needs, and success criteria Process mapping – Visualizing current and future-state workflows Technical assessment – Reviewing data architecture, integration requirements, and security needs Solution design – Creating a detailed implementation blueprint Project planning – Defining timeline, resources, and deliverables You'll receive a comprehensive discovery document and detailed proposal at the end of this phase.

Question 18

Do you offer ongoing support after the implementation is complete?

Accepted Answer

Yes, we offer flexible ongoing support options including: Managed services – We serve as your outsourced Salesforce/HubSpot admin team, handling configuration changes, user management, and optimization Retainer support – Monthly hours for enhancements, troubleshooting, and strategic guidance On-demand support – Pay-as-you-go support for occasional needs Health checks – Quarterly reviews of system performance, adoption metrics, and optimization opportunities Training refreshers – Ongoing training for new hires and feature updates Most clients choose a managed services or retainer model to ensure their system continues to evolve with their business needs. We also provide 30-60 days of post-launch support included with every implementation.

Question 19

How do we get started with Vantage Point?

Accepted Answer

Getting started is simple: 1. Schedule a consultation – Book a 30-minute call to discuss your needs and challenges 2. Discovery phase – If there's a good fit, we'll conduct a comprehensive discovery (typically 2-3 weeks) 3. Proposal and planning – We'll provide a detailed proposal with timeline, deliverables, and investment 4. Kickoff – Once approved, we'll launch the project with a formal kickoff meeting 5. Implementation – We'll execute the project plan with regular check-ins and transparent communication Most clients move from initial consultation to project kickoff within 4-6 weeks. Contact us today to schedule your consultation and take the first step toward transforming your operations.

Question 20

How can I track or report on who submitted a form in Marketing Cloud Next (Growth or Advanced)?

Accepted Answer

Marketing Cloud Next's Form Engagement dashboards show only aggregated metrics (total submissions, conversion rates, etc.) and don't natively display individual form submitters by name. However, there are several proven workarounds to capture this critical data: Solution 1: Form Submission to Data Extension (Recommended) • Configure your form to write submissions to a dedicated Data Extension • Map form fields to Data Extension columns (name, email, phone, submission date, form ID) • Query the Data Extension in Contact Builder or via SQL Query Activity to view individual submitters • Export the Data Extension to CSV for reporting in Excel or other BI tools • Set up automated reports using Automation Studio to send daily/weekly summaries Solution 2: Journey Builder Tracking • Create a Journey that triggers on form submission • Use Journey History to see which contacts entered the journey (indicating form submission) • Add an Update Contact Activity to flag the contact record with submission date/form name • Build reports in Contact Builder showing all contacts with the submission flag Solution 3: Marketing Cloud API Integration • Use the Marketing Cloud REST API to programmatically query Data Extensions • Build a custom dashboard in your CRM (Salesforce, HubSpot) showing form submitters • Implement real-time alerts when high-value prospects submit forms • Create bi-directional sync to ensure form data flows to your CRM contact records Solution 4: Salesforce Marketing Cloud Connector (if using Salesforce CRM) • Sync form submissions directly to Salesforce Leads or Contacts • Use Salesforce reports and dashboards to track form submitters • Trigger automated workflows (lead assignment, nurture campaigns) based on form submission • Maintain a complete audit trail in your CRM Best Practice Implementation Tips: • Always capture a timestamp and form identifier with each submission • Include UTM parameters to track form submission source (campaign, ad, email) • Set up data retention policies to comply with privacy regulations (GDPR, CCPA) • Create a standardized naming convention for form-related Data Extensions • Document your tracking architecture for audit and compliance purposes Common Pitfalls to Avoid: • Not setting up proper data validation (duplicate form submissions, invalid emails) • Failing to test form-to-Data Extension mapping before launch • Overlooking GDPR/CCPA consent tracking requirements • Not implementing proper security (field-level encryption for PII) • Forgetting to set up error notifications for failed form submissions How Vantage Point Can Help: We specialize in Marketing Cloud implementations for financial services firms with strict compliance requirements. Our team can design and implement a complete form tracking architecture that includes: • Custom Data Extension design optimized for reporting and analysis • Automated workflows to route high-priority form submissions to sales teams • Integration with your CRM (Salesforce, HubSpot, or other platforms) • Compliance-ready audit trails for SEC, FINRA, or GDPR requirements • Custom dashboards showing form performance, submission trends, and lead quality • Ongoing training and documentation for your marketing team Ready to unlock the full potential of your Marketing Cloud forms? Schedule a consultation to discuss your specific tracking and reporting needs.

Question 21

Can Marketing Cloud track form submissions across multiple websites or landing pages?

Accepted Answer

Yes, Marketing Cloud can track form submissions across multiple domains and landing pages. Here's how to implement centralized tracking: Multi-Domain Form Tracking Setup: • Use CloudPages or embed forms across your website ecosystem • Implement a single shared Data Extension to consolidate all form submissions • Add a "Source Website" or "Landing Page URL" field to track submission origin • Use UTM parameters to track campaign source, medium, and content • Configure Journey Builder to handle submissions differently based on source Best Practices for Multi-Site Tracking: • Create a master Data Extension with a standardized schema for all forms • Use a unique form ID or name to distinguish between different forms • Implement proper cross-domain tracking to maintain visitor session data • Set up automated reports showing conversion rates by website/landing page • Ensure consistent lead scoring and routing rules across all entry points This approach is particularly valuable for financial services firms with multiple brands, products, or geographic locations. We can help you design a unified tracking architecture that provides complete visibility into your form performance across your entire digital footprint.

Question 22

How do I ensure Marketing Cloud form submissions comply with GDPR, CCPA, and financial services regulations?

Accepted Answer

Marketing Cloud form submissions in regulated industries require careful compliance planning. Our recommended compliance framework includes: Privacy Consent Management: • Include explicit opt-in checkboxes for marketing communications (GDPR requirement) • Capture timestamp, IP address, and consent language version with each submission • Store consent records in a dedicated "Consent Audit" Data Extension • Implement double opt-in workflows for high-risk jurisdictions (EU, California) • Provide clear privacy policy links and data usage disclosures on all forms Financial Services Specific Requirements: • SEC Rule 17a-4: Retain form submission records for required retention period (typically 6 years) • FINRA 3110: Ensure form communications are archived if used for client acquisition • GLBA: Encrypt personally identifiable information (PII) at rest and in transit • KYC/AML: Implement proper identity verification for high-risk form submissions Data Security Best Practices: • Enable field-level encryption for sensitive data (SSN, account numbers) • Implement role-based access controls for form submission data • Use HTTPS/SSL for all form pages • Set up automated data retention and deletion policies • Maintain audit logs of all access to form submission data • Implement DLP (Data Loss Prevention) rules to prevent unauthorized exports Compliance Documentation: • Create detailed data flow diagrams showing form submission lifecycle • Document consent language and opt-in mechanisms • Maintain records of data processing agreements with third parties • Prepare compliance reports for regulatory examinations Vantage Point has deep expertise in implementing Marketing Cloud solutions for regulated financial services firms. We ensure your form tracking meets all compliance requirements while maintaining optimal user experience and lead capture rates. Contact us to discuss your compliance needs.

Question 23

What's the best way to integrate Marketing Cloud form submissions with Salesforce or HubSpot CRM?

Accepted Answer

Seamless CRM integration ensures form submissions immediately flow into your sales pipeline. Here are proven integration architectures: Marketing Cloud to Salesforce Integration: • Marketing Cloud Connector (Recommended): Native bi-directional sync between Data Extensions and Salesforce objects • Configure form submissions to create Leads, Contacts, or Campaign Members in Salesforce • Use Journey Builder to trigger Salesforce workflows (lead assignment, auto-response emails) • Implement real-time alerts to sales reps when high-value prospects submit forms • Sync form engagement data back to Salesforce for complete prospect view Marketing Cloud to HubSpot Integration: • Use Marketing Cloud REST API to push form submissions to HubSpot Contacts API • Implement middleware (MuleSoft, Zapier, or custom integration) for real-time sync • Map Marketing Cloud Data Extension fields to HubSpot contact properties • Trigger HubSpot workflows based on form submission source and content • Sync engagement data (email opens, clicks) back to HubSpot for lead scoring Integration Best Practices: • Implement proper duplicate management to prevent creating multiple CRM records • Use a unique identifier (email + form ID) to track submission history • Set up error handling and retry logic for failed API calls • Create a staging Data Extension to validate data before pushing to CRM • Implement field-level mapping to ensure data quality in your CRM • Set up automated alerts for integration failures or data sync issues Advanced Integration Scenarios: • Lead Scoring: Calculate lead score based on form engagement + CRM activity • Progressive Profiling: Only ask for new information on repeat form submissions • Account-Based Marketing: Route form submissions to account owners in CRM • Multi-Touch Attribution: Track form submission as a touchpoint in customer journey Vantage Point specializes in Marketing Cloud-CRM integrations for financial services firms. We design scalable, secure integration architectures that ensure zero data loss and maintain compliance with regulatory requirements. Our typical implementation includes comprehensive testing, documentation, and training to ensure your team can manage the integration long-term.

Question 24

What is Salesforce Financial Services Cloud (FSC)?

Accepted Answer

Salesforce Financial Services Cloud (FSC) is an industry-specific CRM built on the Salesforce platform, designed specifically for wealth management firms, banks, insurers, and other financial institutions. Key features include: • Financial Account Model – Native tracking of bank accounts, investment portfolios, insurance policies, and loans • Household Management – Group individuals into households with relationship mapping and AUM rollups • Goals & Action Plans – Track client financial goals with automated action plan workflows • Advisor Console – Single-pane-of-glass view of all client information and tasks • Compliance Integration – Built-in support for SEC/FINRA recordkeeping requirements FSC is particularly well-suited for RIAs, broker-dealers, family offices, and private banks managing complex client relationships.

Question 25

How much does a Salesforce implementation cost for financial services firms?

Accepted Answer

Salesforce implementation costs for financial services vary based on scope, but typical investment ranges are: • Starter Implementation – $25,000-$75,000 (basic FSC setup, standard configuration, minimal integrations) • Professional Implementation – $75,000-$200,000 (customized FSC with 3-5 integrations, data migration, training) • Enterprise Implementation – $200,000-$500,000+ (complex multi-cloud deployment, extensive customization, enterprise integrations) These estimates include discovery, configuration, data migration, integrations, training, and 30-60 days of post-launch support. Most firms see positive ROI within 12-18 months through productivity gains and revenue growth.

Question 26

How long does Salesforce FSC implementation take?

Accepted Answer

Implementation timelines depend on complexity: • 8-10 weeks – Basic FSC implementation with standard configuration • 12-16 weeks – Professional implementation with data migration and 3-5 integrations • 16-24 weeks – Enterprise implementation with extensive customization and complex integrations Our financial services accelerators can reduce these timelines by 30-40% compared to starting from scratch. We use agile methodology with bi-weekly sprints and demos to ensure rapid delivery.

Question 27

Is Vantage Point a certified Salesforce partner?

Accepted Answer

Yes, Vantage Point is a certified Salesforce Consulting Partner with deep expertise in Financial Services Cloud. Our team includes: • Certified Salesforce Administrators • Certified Salesforce Developers (Apex, LWC, Visualforce) • Certified Financial Services Cloud Consultants • Certified Marketing Cloud Specialists • Certified Data Cloud Specialists We've completed 400+ Salesforce engagements specifically for financial services firms and maintain a 95%+ client retention rate.

Question 28

Is HubSpot suitable for financial advisors and wealth managers?

Accepted Answer

Absolutely. HubSpot is an excellent choice for RIAs, financial advisors, and wealth managers, especially for firms focused on: • Inbound Marketing – Content marketing, SEO, lead generation • Marketing Automation – Email nurture sequences, drip campaigns • Sales Pipeline – Opportunity tracking, deal management • Client Communication – Meeting scheduling, email tracking, call logging HubSpot is particularly cost-effective for firms with $100M-$1B AUM. Larger enterprises may benefit from Salesforce FSC's deeper financial services capabilities. Compare Salesforce vs HubSpot for financial services →

Question 29

Can HubSpot be configured for SEC/FINRA compliance?

Accepted Answer

Yes, with proper configuration. We implement compliance controls including: • Compliant Email Templates – Pre-approved templates with required disclosures • Communications Archiving – Integration with Smarsh, Global Relay, or Hearsay • Approval Workflows – Marketing content approval before distribution • Audit Trails – Complete logging of client interactions • Data Retention – Automated retention policies meeting SEC Rule 17a-4 Note: HubSpot is not specifically designed for financial services compliance like Salesforce FSC, so proper configuration is essential.

Question 30

How much does HubSpot implementation cost?

Accepted Answer

HubSpot implementation costs for financial services firms: • Starter Package – $15,000-$40,000 (single hub, basic setup, standard training) • Professional Package – $40,000-$80,000 (multiple hubs, integrations, compliance configuration) • Enterprise Package – $80,000-$150,000+ (full platform, extensive customization, enterprise integrations) HubSpot licensing is separate and ranges from $800/month (Starter) to $3,600+/month (Enterprise) depending on contacts and features.

Question 31

What is HubSpot Breeze AI and how can financial advisors use it?

Accepted Answer

Breeze AI is HubSpot's native artificial intelligence suite with three components: Breeze Copilot – AI assistant for drafting emails, content, and reports. Financial advisors use it for client communications, newsletter content, and proposal drafts. Breeze Agents – Automated AI agents for tasks like lead qualification, scheduling, and data enrichment. Useful for handling inbound inquiries and administrative tasks. Breeze Intelligence – AI-powered data enrichment and insights. Helps identify high-value prospects and predict client needs. We help firms implement Breeze AI with compliance guardrails to ensure all AI-generated content meets SEC/FINRA requirements.

Question 32

Can you migrate data from Junxure to Salesforce?

Accepted Answer

Yes, Junxure to Salesforce migration is one of our most common projects. Our proven methodology includes: • Data Extraction – Export all Junxure data including contacts, accounts, activities, notes, and documents • Field Mapping – Map Junxure fields to Salesforce FSC data model (Person Accounts, Financial Accounts, Households) • Relationship Preservation – Maintain client-household relationships and account hierarchies • Activity History – Migrate notes, tasks, events, and communication history • Document Migration – Transfer attachments to Salesforce Files or SharePoint Typical Junxure to Salesforce migrations take 4-8 weeks with zero data loss. Read our complete CRM migration guide →

Question 33

Can you migrate data from Redtail to Salesforce or HubSpot?

Accepted Answer

Yes, we have extensive experience migrating from Redtail to both Salesforce and HubSpot. The migration includes: • Contact & Household Migration – All contacts, relationships, and household structures • Activity Migration – Notes, tasks, calendar events, and communication logs • Workflow Migration – Recreating Redtail workflows in the new system • Seminar & Opportunity Data – Event registrations and sales pipeline • Document Links – References to documents stored in Redtail Imaging Redtail migrations typically take 3-6 weeks. We recommend Salesforce FSC for firms over $500M AUM and HubSpot for smaller practices.

Question 34

What about Wealthbox migrations?

Accepted Answer

Wealthbox to Salesforce or HubSpot migrations are straightforward due to Wealthbox's clean data model. Our process includes: • Contact & Household Export – Using Wealthbox API for complete data extraction • Custom Fields – Mapping all custom fields to target system • Tags & Categories – Converting tags to Salesforce picklists or HubSpot properties • Pipeline Data – Migrating opportunities and workflows • Integration Reconnection – Reconnecting custodian and planning integrations Wealthbox migrations typically complete in 3-5 weeks. Compare Junxure, Redtail & Wealthbox →

Question 35

How do you ensure zero data loss during CRM migration?

Accepted Answer

Our zero-loss methodology includes multiple safeguards: Pre-Migration Audit – Complete inventory of source system records with checksums Test Migrations – Minimum 3 test migrations in sandbox before production Record Counts – Automated verification of record counts pre/post migration Relationship Validation – Scripts to verify all relationships survived migration User Acceptance Testing – Business users validate sample records across all data types Rollback Plan – Documented rollback procedure if issues arise We provide a detailed migration report documenting every record migrated, transformed, or flagged for review.

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