UGRU Financial
Temenos
Transfer contacts, companies, deals, and more from UGRU Financial to Temenos. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Temenos 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
Cloud-native, AI-driven banking software
Temenos is a global banking software platform providing core banking, digital banking, wealth management, and CRM capabilities through its T24 system, serving over 950 banks across 125 countries with integrated front-to-back office solutions.
#1 best-selling core banking software for 20 consecutive years
"Cloud-native, AI-driven banking software"
Temenos is a global banking software platform providing core banking, digital banking, wealth management, and CRM capabilities through its T24 system, serving over 950 banks across 125 countries with integrated front-to-back office solutions.
Ideal for: Banks and financial institutions seeking a comprehensive core banking platform with integrated CRM, digital banking, and wealth management capabilities.
#1 best-selling core banking software for 20 consecutive years
Used by 41 of the top 50 banks worldwide
Integrated front-to-back office CRM and product lifecycle management
AI-powered digital banking with personalized customer experiences
Learn more at
temenos.com
See exactly which data objects transfer from UGRU Financial to Temenos
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Temenos.
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Need to go the other way? We support bidirectional migrations.
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