Banking Data Migration Services
Move critical banking data and documents accurately, securely, and efficiently through complex system conversions and modernization initiatives.
Data migration is often one of the most complex and time-sensitive components of a core banking conversion, merger, acquisition, or platform modernization initiative. Critical banking content—including checks, COLD reports, scanned documents, and statements—may be distributed across document repositories, imaging systems, core banking platforms, and legacy technologies, each with different formats, metadata, indexing structures, and extraction requirements.
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Successful migrations require more than moving information from one system to another. They require accurate extraction, mapping, cleansing, transformation, validation, reconciliation, and rigorous quality controls.
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We help organizations manage the migration process from source extraction through secure delivery, with a focus on accuracy, quality, efficiency, repeatability, and traceability—helping identify issues earlier, reduce rework, and produce high-quality, target-ready migration deliverables.
data types:
checks
cold reports
scanned documents
statements
What We Deliver
Data & Document Extraction
Extract checks, COLD reports, scanned documents, statements, associated metadata, indexing information, and related data from current and legacy source systems using defined and repeatable processes.
Source Analysis & Mapping
Analyze source structures, content repositories, file formats, metadata, indexing requirements, and target specifications to establish source-to-target mappings and transformation requirements.
Content, Metadata & Data Transfomation
Apply approved business rules to cleanse, standardize, map, and transform source information into the formats, metadata, indexing values, and structures required by the target solution.
Validation & Reconciliation
Validate transformed content and associated data for completeness, consistency, and conformity with defined transformation requirements. Reconcile document and record counts, processing results, and outputs to identify discrepancies and exceptions before delivery.
Quality Controls & Exception Management
Apply repeatable quality controls throughout the migration process to identify processing errors, unexpected results, missing information, and exceptions. Track and address identified issues to prevent known problems from recurring across processing cycles.
Target Formatting & Secure Delivery
Prepare checks, COLD reports, scanned documents, statements, metadata, indexing information, and related migration files according to defined target specifications and securely deliver the completed payload with appropriate processing and delivery records.
Our Migration Approach
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Assess
Map
Transform
Understand source systems, data and document structures, target requirements, data structures, business rules, migration scope, data conditions, security requirements, and acceptance criteria.
Define source-to-target mappings, metadata and indexing requirements, transformation logic, validation rules, quality requirements, and expected outputs.
Extract, cleanse, standardize, map, transform, and format source data and documents according to approved business rules and target specifications.
Validate & Control
Apply validation checks, reconciliation procedures, quality controls, and exception reporting throughout each processing cycle.
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Refine
Analyze exceptions and validation results, correct processing issues, refine transformation rules, and repeat conversion cycles as necessary to improve quality and consistency.
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Deliver
Securely deliver validated, target-ready data and documents while maintaining records of the extraction, transformation, validation, and final delivery process.
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Quality Built Into the Migration Process
Validation at Every Stage
Validation is incorporated throughout the migration process rather than waiting until final delivery to identify problems.
Repeatable Quality Controls
Defined validation rules and quality checks provide consistency across extraction, transformation and delivery cycles.
Processing Traceability
Maintain records of extraction, transformation, validation, and delivery activities to provide visibility into how information was processed while under our control.
Source-to-Output Reconciliation
Reconciliation helps confirm that expected records, documents, processing results, and outputs remain accounted for throughout transformation.
Exception Management
Information that fails defined validation or quality rules is identified, documented, and addressed rather than silently passing through the transformation process.
Continuous Improvement
Issues discovered during each processing cycle are used to improve mappings, transformation logic, validation rules, and processes before subsequent deliveries.
Data Integrity & Chain of Custody
Controlled From Extraction Through Delivery
Sensitive financial information requires clear accountability throughout the migration process. Our responsibility is defined from source extraction through delivery of the transformed data.
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During this period, we maintain controls and processing records designed to safeguard data integrity and provide traceability into what was extracted, how it was transformed, and what was delivered.
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Documented extraction, transformation, validation, and delivery activities provide an audit trail that can support customer governance, compliance, and audit requirements.
Clear Scope of Responsibility
A Clearly Defined Migration Boundary
Our services focus on source extraction, transformation, validation, and secure delivery of target-ready data and documents.
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We validate our extraction and transformation processes against defined requirements and approved business rules. Validation of the underlying accuracy of source-system information, ingestion into the target platform, and post-ingestion target-system testing remain outside our standard scope.
Typical Engagements
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Core banking system conversions
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Bank mergers and acquisitions
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Document and imaging system conversions
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Legacy platform replacements
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Content and document repository migrations
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Platform modernization initiatives
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Banking application migrations
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Data and document consolidation initiatives
Platform Experience
Our team brings extensive experience extracting and transforming data and documents from a diverse range of core banking, document management, imaging, lending, and legacy financial systems.
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This experience provides practical familiarity with complex source structures, document repositories, metadata and indexing requirements, data formats, mapping rules, and the validation and quality controls required to prepare information for migration.
Our experience includes extracting data and documents from a range of current and legacy banking platforms, including:
Selected Source Platform Experience
Document, Imaging & Content Platforms
Jack Henry Synergy · Fiserv Director · Fiserv Nautilus · Hyland OnBase · Laserfiche · CSPI Aurora · DocStar · FileBound · Deluxe Optima IMS · BankManager
Core Banking, Lending & Financial Platforms
Jack Henry · Fiserv · Finastra · FIS BancPac · FIS Bankway · DCI · Encompass · Abrigo · AccuSystems · nCino
Our experience extends beyond the selected platforms listed above and includes additional specialized and legacy financial systems.
FIS Content Management (FCM) Target Experience
We bring extensive migration experience and deep product knowledge of FIS Content Management (FCM, formerly known as ImageCentre), including the preparation of checks, COLD reports, scanned documents, statements, and their associated metadata and indexing information for migration to the platform.
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Our understanding of FCM requirements helps us accurately map source information, apply required transformations, prepare metadata and indexing values, validate processing results, and produce high-quality, target-ready migration deliverables. This combination of migration expertise and product knowledge helps identify potential issues earlier, improve efficiency, and reduce costly rework.
Platform experience reflects prior project experience and does not imply affiliation, partnership, certification, or endorsement by the listed technology providers.
Built for Quality and Efficiency
Accuracy
Structured mapping, transformation, validation, and reconciliation processes help maintain the integrity and consistency of critical banking data and documents.
Quality
Quality controls are incorporated throughout the migration process to identify processing issues, inconsistencies, missing information, and exceptions before final delivery.
Speed
Repeatable processes and automation help accelerate migration cycles while maintaining appropriate validation and quality controls.
Efficiency
Standardized processes, reusable transformation logic, and automated validation reduce unnecessary manual effort and improve consistency.
Reduced Rework
Identifying mapping, transformation, formatting, metadata, and quality issues earlier reduces repeated processing cycles and helps prevent avoidable project delay.
Cost-Effective Delivery
Efficient processes, automation, and early issue detection help control migration effort and provide competitive delivery economics without compromising quality.
Benefits
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Improve transformation accuracy and consistency
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Migrate both structured data and document-based information
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Preserve required metadata and indexing information
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Identify migration and quality issues earlier
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Establish repeatable validation and quality controls
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Maintain traceability from extraction through delivery
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Reduce manual processing and avoidable errors
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Reduce rework across migration cycles
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Improve visibility into exceptions and remediation
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Strengthen data integrity while information is under our control
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Increase confidence in target-ready deliverables
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Support customer governance, compliance, and audit requirements
Ready to Simplify Your Next Data Migration?
Whether you're preparing for a core banking conversion, merger, document-system replacement, or platform modernization, we can help you extract, transform, validate, and securely deliver critical data with the quality, accuracy, and efficiency your project requires.