UGRU Financial
BSI CRM
Transfer contacts, companies, deals, and more from UGRU Financial to BSI CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to BSI CRM 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
Europe's leading enterprise CRM
BSI CRM is a European market leader providing a comprehensive customer relationship and experience platform with AI-powered capabilities, omnichannel contact center solutions, and industry-specific modules. It combines sales, marketing, and service functions into an integrated platform.
Advanced AI integration with 70+ AI models available
"Europe's leading enterprise CRM"
BSI CRM is a European market leader providing a comprehensive customer relationship and experience platform with AI-powered capabilities, omnichannel contact center solutions, and industry-specific modules. It combines sales, marketing, and service functions into an integrated platform.
Ideal for: Large enterprises and mid-market companies requiring an industry-specific, AI-powered CRM with omnichannel capabilities.
Advanced AI integration with 70+ AI models available
360-degree customer view with intelligent insights
Purpose-built for banking, insurance, retail, and utilities
Omnichannel platform for unified customer interactions
Learn more at
bsi-software.com
See exactly which data objects transfer from UGRU Financial to BSI CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to BSI CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
