Badgley Phelps Wealth Managers
A prominent Seattle-area wealth management firm had outgrown Junxure's limited workflow automation and aging integration ecosystem. Cloud Nerd executed the full Salesforce FSC implementation and Junxure data migration — giving advisors a purpose-built platform for their next phase of growth.
Engagement at a glance
Salesforce FSC
Orion Advisor ServicesSalesforce FlowsKickoff to production go-live
CRM fully migrated to Salesforce FSC
Customized for Badgley Phelps service model
FSC Action Plan templates deployed
Portfolio management data connected to Salesforce
Badgley Phelps had operated on Junxure CRM for years, but the platform's limited workflow automation, poor integration ecosystem, and aging architecture were increasingly constraining advisor productivity. Most advisor tasks were still manually triggered. Integration with portfolio management tools like Orion required workarounds. Client data quality was inconsistent across advisor books of business.
Cloud Nerd implemented Salesforce Financial Services Cloud with full Household, Client, Financial Account, Asset, and Opportunity modeling — deploying five customized FSC Action Plan workflow templates and configuring the Orion Advisor Services AppExchange integration. Junxure data was exported, mapped to the FSC data model, validated, and imported across multiple data tables. Salesforce Inbox was deployed for advisor email integration.
Badgley Phelps advisors now work in a purpose-built wealth management CRM with native Household relationship modeling, FSC-specific data objects, and automated action plans — a significant upgrade from Junxure's generalist architecture. Orion portfolio data flows directly into Salesforce records.
Most advisor tasks — financial planning reviews, annual review scheduling, client onboarding — were still manually created in Junxure with no automation, leaving significant room for missed touchpoints.
Connecting Junxure to Orion Advisor Services required manual workarounds — advisors couldn't see portfolio performance data in the context of the client record without switching systems.
Without a unified data model and validation rules, each advisor team had developed their own conventions for household naming, relationship tracking, and account classification.
Cloud Nerd configured the complete Salesforce FSC platform with five customized Action Plan workflow templates, FSC Key Milestones, Interaction Summaries, Client Timelines, and the 360° Household View.
The Orion Advisor Services AppExchange integration was configured to bring portfolio management data directly into Salesforce client records. Salesforce Inbox connected advisor Outlook email.
All client, household, financial account, and relationship data was extracted from Junxure, mapped to the Salesforce FSC data model, validated with duplicate detection, and imported. User acceptance testing and advisor training preceded go-live.
Purpose-built wealth management CRM replaces Junxure
Automated FSC Action Plan workflows for advisor service events
Portfolio performance visible in Salesforce without switching systems
Client data model with consistent Household relationships across all books
What's next
Badgley Phelps is exploring Pardot marketing automation integration and Agentforce-powered advisor productivity tools as natural next steps on the Salesforce platform.
Technologies in this engagement
Salesforce FSC
Orion Advisor ServicesSalesforce FlowsReady to do this?
Book a 30-minute strategy call. We'll walk through exactly what we'd do on your stack — no commitment, no pitch deck, just specifics.
