Case Study

File Merge and Conversion Financial Institution

File Merge and Conversion Financial Institution

Pages 2 Pages

Business Issue: When a Norh American Financial Institution switched their clients to a single business number to improve service, they needed to merge their legacy filing systems into one, and convert all existing files to match the new system. Such a large transition posed a number of challenges. Most importantly, maintaining privacy and security of the information during the process would be critical. And they made it clear that

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