
Orion

Korn Ferry
Transfer contacts, companies, deals, and more from Orion to Korn Ferry. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Korn Ferry migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path

WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)

Global organizational consulting firm with talent management software
Korn Ferry is a global management consulting firm offering talent management software through its Talent Suite platform, which includes tools for organizational design, talent assessment, learning, sales performance, and compensation management. The platform integrates with major CRMs like Salesforce and Microsoft Dynamics to enhance sales team effectiveness.
Over 50 years of organizational consulting expertise

"Global organizational consulting firm with talent management software"
Korn Ferry is a global management consulting firm offering talent management software through its Talent Suite platform, which includes tools for organizational design, talent assessment, learning, sales performance, and compensation management. The platform integrates with major CRMs like Salesforce and Microsoft Dynamics to enhance sales team effectiveness.
Ideal for: Large enterprises and organizations seeking comprehensive talent management, sales methodology training, and organizational consulting solutions.
Over 50 years of organizational consulting expertise
10 billion+ data points and 10,000+ benchmarks
Miller Heiman sales methodology integration with CRM
AI-enhanced talent insights
Learn more at
kornferry.com
See exactly which data objects transfer from Orion to Korn Ferry


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Korn Ferry.
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