Book a migration callMigrate from Salesforce FSC to HubSpot with Perfect Precision
Transition your complex wealth management data and household hierarchies into HubSpot using our proprietary transformation layer. SuprSwitch's in-house engine handles the intricate Financial Services Cloud schema, ensuring your advisors maintain a 360-degree view without the typical API bottlenecks.
Superior Intelligence for Financial Data
Why financial firms choose SuprSwitch over manual CSV exports or generic middleware.
Relationship Integrity
While DIY migrations fail at preserving the complex 'Account-Contact' relationships in FSC, SuprSwitch uses native schema mapping to keep every connection live.
High-Volume Velocity
Avoid the throttle limits of standard tools. Our direct data extraction bypasses common latency issues, moving millions of financial records in hours, not weeks.
FSC Schema Awareness
We automatically map FSC-specific fields like 'Investment Objectives' and 'Total AUM' to validated HubSpot properties without manual configuration.
Data Sanitization
Our transformation layer handles the heavy lifting of data cleaning and deduplication during transit, ensuring your HubSpot instance starts with pristine data.
Comprehensive FSC Data Coverage
We map every nuance of the Salesforce Financial Services Cloud data model to the HubSpot Smart CRM.
The SuprSwitch Transformation Layer
A proprietary in-house engine designed for institutional-grade data movement.
Direct Extraction
No-MiddlewareOur engine performs direct data extraction from Salesforce FSC environments, eliminating the security risks and delays of third-party connectors.
Contextual Mapping
Smart LogicOur proprietary transformation layer automatically identifies FSC record types and applies specific mapping rules for wealth vs. retail banking data.
Delta Synchronization
State SyncWe maintain a persistent state of your data during the migration, allowing for delta syncs that catch every new update before your final cutover.
Schema Validation
Deep ValidationEvery migrated financial record is validated against the source FSC SOQL schema to ensure 100% field fidelity in HubSpot.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
The Proven Migration Roadmap
Strategic execution from initial FSC audit to live HubSpot deployment.
Proprietary deduplication logic based on financial account identifiers and email hashes.
Automated currency conversion and date formatting for global wealth management firms.
In-house encryption during the entire transformation process to ensure banking-level security.
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
Common Questions About Migration
Yes. Our proprietary transformation layer is specifically designed to handle the Salesforce Person Account model, splitting them into Contact records while linking them to the appropriate Account/Company records in HubSpot.
SuprSwitch uses HubSpot Custom Objects to mirror FSC Financial Accounts, ensuring that data like ‘Balance,’ ‘Held-Away Assets,’ and ‘Policy Numbers’ are easily accessible for advisors.
No. We utilize direct data extraction and our in-house engine to move data efficiently, bypassing the standard API rate limits that often throttle other migration tools.
We use HubSpot Association Labels to recreate the complex household-to-member and household-to-account relationships found in Salesforce Financial Services Cloud.
Absolutely. Our engine captures all FSC Life Events and Business Milestones, transforming them into HubSpot Timeline Events or custom properties for automated marketing workflows.