UGRU Financial
Emarsys
Transfer contacts, activities, and more from UGRU Financial to Emarsys. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Emarsys 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
Omnichannel Customer Engagement Platform
SAP Emarsys is an AI-driven omnichannel customer engagement platform empowering marketers to build, launch, and scale personalized marketing campaigns. It delivers contextual messages across email, SMS, mobile, web, and digital ads.
AI-powered personalization and real-time marketing
"Omnichannel Customer Engagement Platform"
SAP Emarsys is an AI-driven omnichannel customer engagement platform empowering marketers to build, launch, and scale personalized marketing campaigns. It delivers contextual messages across email, SMS, mobile, web, and digital ads.
Ideal for: B2C organizations seeking AI-powered omnichannel marketing and customer engagement at scale.
AI-powered personalization and real-time marketing
100+ pre-built tactics for quick campaign deployment
Comprehensive omnichannel reach across all platforms
Advanced segmentation and behavioral triggers
Learn more at
emarsys.com
See exactly which data objects transfer from UGRU Financial to Emarsys
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Emarsys.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
