Migrating from RedTail to Salesforce Financial Services Cloud

Moving from one CRM system to another can be both time-consuming and daunting. At Vantage Point, we understand the importance of a seamless transition to the Salesforce Financial Services Cloud (FSC). With experience in dozens of successful migrations and transitions from RedTail CRM to Salesforce Financial Services Cloud (FSC) – including those within firms being acquired by other RIAs – we’re here to help you make the most out of your new platform.

Our Experience with Migrations from RedTail to FSC

We provide wealth management firms with efficient and cost-effective technology solutions at Vantage Point. Our founder and CEO, David Cockrum, has an extensive background in Salesforce; he was a customer for 13 years before founding Vantage Point. In addition, our team has a track record of successfully transitioning wealth firms from RedTail CRM to FSC.  Our team’s experience ensures you not only get up and running on Salesforce Financial Services Cloud (FSC) for wealth but that we apply best practices to your implementation based on our experience working with similar firms.  Our team's expertise and experience in financial services provide valuable insights into how best to serve our clients in their migration process.

Partnering with Clients on Migration Projects

We work closely with our clients when they move from RedTail to Salesforce FSC, understanding that each business’s needs are unique and must be addressed. Our team provides personalized advice throughout the migration process – from data analysis and integration planning to project management and quality assurance testing. We ensure that all data is accurately transferred so that it can be easily accessed by managers and advisors alike. Additionally, we strive to maximize the potential of your new platform by helping you set up customized reports, dashboards, and automated processes explicitly tailored for your business’s success.

Connecting with your External Systems

Vantage Point Consulting understands how important data integrations are for businesses and the need to ensure seamless connections between Salesforce and third-party applications such as your eSign solution or portfolio & accounting solutions.  We assist in connecting your system to several third-party applications like DocuSign and a range of portfolio management and accounting solutions such as Orion, Tamarac, BlackDiamond, and more.

Perfecting Your Processes After Migration

Once our customers have migrated successfully to Salesforce FSC, we don’t leave them high and dry; instead, we continue working with them hand-in-hand to optimize their processes after migration. By staying current on industry trends and regulations while utilizing our technological expertise, we guide our clients through ensuring their business runs at its highest efficiency possible after switching platforms. We also provide ongoing support for any questions or concerns that arise further down the line.

Conclusion

At Vantage Point, we strive for excellence in migrating customers from RedTail CRM to Salesforce Financial Services Cloud (FSC). With decades of experience amongst our team members combined with our commitment to personalizing each migration project for each client – no two being alike – you can rest assured that your transition will be smooth sailing from start to finish. Allow us here at Vantage Point to take care of all things tech related so you can focus on what matters most: growing your business!

Vantage Point Consulting Contact Information

David Cockrum, Founder/CEO  
david@vantagepoint.io
469-499-3400
www.vantagepoint.io