Finance and insurance
The Beacon Council targets finance for growth, and BEA figures put finance and insurance at about 6.4% of the metro's 2024 output. Wealth managers, insurance agencies and lenders moving to Salesforce often bring client records from a portfolio system, an agency management tool and personal spreadsheets. Migration means linking those into households or relationships, carrying over the activity history compliance may ask for, and restricting sensitive fields before anyone logs in, not after the first audit question.
Migration for Insurance →