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Salesforce Migrations

Junxure to Salesforce Migration

Move adviser households, client relationships, activities and documents from Junxure into Salesforce, with history and permissions intact.
  • No obligation - response within 1 business day for your Junxure to Salesforce Migration
  • Trusted by senior FinServ decision-makers for Junxure to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your Junxure to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

Junxure to Salesforce Migration

A Junxure to Salesforce migration takes your households, client relationships, activities, notes and documents out of a wealth-management CRM and into a platform you can shape around your firm. Evara maps Junxure records onto Salesforce objects, such as the person account and household model in Financial Services Cloud, cleanses duplicates and reconciles every batch, so advisers keep the whole client story. Our Salesforce services cover mapping, test loads, cutover and adoption. Permissions and consent are planned before a single record is loaded.

Why choose a Junxure to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from Junxure to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven Junxure to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the Junxure to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Frequently asked questions

Common questions about your Junxure to Salesforce migration

Extract the Junxure records, map them to Salesforce objects, cleanse and deduplicate, run a test migration, then reconcile counts and samples before cutover. Households, contacts, relationships, activities, notes and documents each need their own mapping, because Junxure organises client data around the adviser relationship. Our migration and integration work keeps each step documented, so your compliance team can see exactly what moved and why.

Yes, provided they are mapped deliberately. Together we decide which history becomes tasks, events or notes and where documents live in Salesforce, so records stay linked to the right household or client. Record-keeping matters to regulated firms, so we keep original dates and authorship where possible and agree retention rules before anything is loaded.

Not necessarily. Financial Services Cloud is one option, with a household and relationship model that suits advisory firms, but standard Salesforce objects can work for simpler needs. The right choice depends on how you manage households, goals and compliance records. We review your data and processes first, then recommend a CRM architecture that fits, without assuming a product.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off Junxure? As a Salesforce partner for financial services and fintech, Evara handles your Junxure to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.