Our client is a highly successful Registered Investment Advisor (RIA) with a focus on comprehensive financial planning and boutique client service. As an independent firm, they built their reputation on strong client relationships and deep, tailored financial strategies. Due to several recent acquisitions and sustained organic growth, their client base, assets under management (AUM), and administrative complexity had tripled in five years.
The RIA was operating on RedTail CRM, a system that was adequate for their initial size but was now proving to be a bottleneck for their expansion. The core issues centered on:
Fragmentation of Data: Key relationship data was stored across RedTail, multiple proprietary custodian portals, and scattered Excel spreadsheets, creating an incomplete view of the client.
Lack of Scalable Automation: Simple processes like quarterly review preparation, client task follow-ups, and compliance logging were still heavily reliant on manual processes, taxing the Operations team.
Compliance Complexity: Integrating the compliance requirements of their newly acquired offices into the basic RedTail structure was becoming a manual, high-risk audit nightmare.
They chose to migrate to Salesforce Financial Services Cloud (FSC) to establish a unified, automated, and future-proof platform. They partnered with our firm to execute this critical business transformation.
Leading firms are transitioning to more robust and scalable solutions.
While RedTail has served many advisors, expanding firms often encounter its limitations:
Salesforce FSC offers compelling advantages that directly address RedTail's gaps:
Our structured methodology minimizes disruption and maximizes the value of your transition:
We anticipate and solve the most common Redtail to Salesforce migration challenges:
A successful Redtail to Salesforce migration requires meticulous planning for integrations with portfolio management systems, email, and document management.
Our proven methodology includes a dedicated integration-planning phase to map data flows and API connections, ensuring a connected ecosystem and maximizing the ROI of your Salesforce implementation.
Your Redtail to Salesforce migration delivers significant, measurable business outcomes:
High-level deliverables and technical approach for migrating from RedTail CRM to Salesforce Financial Services Cloud (FSC) as the single source of truth.
| RedTail Field | Salesforce FSC Object | Notes |
|---|---|---|
| Contact Notes | Person Account + Activity | Parsed RedTail notes into distinct Salesforce Activities. |
| Workflows | Action Plans / Flow | Rebuilt RedTail workflow templates as scalable Salesforce Flows. |
| UDFs (User Defined) | Custom Fields | Mapped RedTail's User Defined Fields to new custom fields. |
| Account Holdings | Financial Accounts | Linked via External ID to custodian data feed. |
A predictable 4-phase approach designed for Salesforce success: Discover → Design → Build → Scale. Each phase includes workshops, demos, checkpoints, and a dedicated delivery manager.
Workshops, requirement mapping, Salesforce audit.
Data model, security setup, user experience optimization.
Apex, LWC, custom automation & seamless integrations.
Performance monitoring, optimization, and future roadmap.
A strategic migration that enables wealth management firms to modernize operations, deliver deeply personalized client experiences, and scale securely without operational friction.
As competition intensifies across financial services, wealth management firms must balance personalized client engagement with operational efficiency and regulatory compliance.
While RedTail CRM has supported advisory practices for years, firms in growth phases often encounter constraints. Limited customization restricts automation, integrations remain basic, and an outdated interface increases time spent navigating client data.
Manual data handling compounds inefficiencies as teams expand—creating friction that prevents firms from scaling confidently. These challenges drive the transition to Salesforce Financial Services Cloud.
Salesforce FSC provides a unified 360-degree client view by consolidating financial accounts, portfolios, household relationships, and engagement history into a single intelligent system.
Advisors gain immediate access to full client context—enabling timely, relevant guidance. Advanced personalization tools tailor engagement based on financial goals, behaviors, and life events.
Automation removes routine manual work, while AppExchange integrations connect portfolio management, communication, and document platforms. Built-in security and compliance features further reduce regulatory risk.
We assess your RedTail environment, map workflows, identify process gaps, and define business objectives aligned with growth.
RedTail-to-FSC data mapping, cleansing, transformation, and validation ensure accuracy, integrity, and compliance.
Salesforce FSC is configured to match workflows, reporting needs, and compliance requirements with sandbox testing and integrations.
Role-based enablement and post-launch support ensure strong user adoption and long-term value realization.
Email history migration from RedTail is complex due to differences in data structures. Techlooker carefully transforms records, manages formatting expectations, and preserves critical communication history.
Security and compliance are enforced at every stage through secure data transfer, role-based access controls, and Salesforce security configurations.
Integration planning ensures seamless connectivity with portfolio management platforms, Office 365, document management systems, and other essential tools.
Salesforce FSC enables firms to automate workflows, reduce manual effort, and scale advisory operations without increasing headcount.
Unified insights power personalized engagement that improves client satisfaction and retention, while advanced analytics support data-driven leadership decisions.
The result is a scalable foundation that supports organic growth and acquisitions—positioning firms for sustainable success.
Talk to Techlooker’s Salesforce FSC migration specialists.
