UGRU Financial
Amelia
Transfer contacts, activities, and more from UGRU Financial to Amelia. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Amelia 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
The complete CRM and financial planning suite for advisors
UGRU Financial is a FINRA-compliant CRM platform specifically designed for financial advisors and planners. It combines customer relationship management with integrated financial planning tools, accounting capabilities, and marketing automation.
FINRA-compliant with 256-bit encryption and automatic email journaling
Conversational AI for business automation
Amelia is a conversational AI platform (now owned by SoundHound AI) that combines deterministic flows with generative AI capabilities to enable businesses to build, deploy, and optimize virtual agents for customer care, employee services, and operational efficiency across multiple industries.
Self-learning conversational AI
"Conversational AI for business automation"
Amelia is a conversational AI platform (now owned by SoundHound AI) that combines deterministic flows with generative AI capabilities to enable businesses to build, deploy, and optimize virtual agents for customer care, employee services, and operational efficiency across multiple industries.
Ideal for: Enterprises seeking to deploy AI-powered virtual agents for customer service automation with both deterministic and generative AI capabilities.
Self-learning conversational AI
Natural language understanding and processing
Flexible API-based integration
Multi-language support and auto-translation
Learn more at
amelia.ai
See exactly which data objects transfer from UGRU Financial to Amelia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Amelia.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
