Financial Crimes & Fraud Risk
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Dec 5, 2023

Your Data Conversion Checklist

With proper planning, you can make sure that your data conversion goes smoothly, without any hiccups.
6-Step Checklist:
  1. Determine if you require a full conversion or a viewer
  2. Find the right data conversion vendor
  3. Ask your vendor if they perform discovery on your data before you sign a contract
  4. Ask your vendor if they can perform a conversion and upload without using your production system
  5. Ask your vendor if they provide a certified professional project manager
  6. Assign the subject matter expert on the system you are converting from to this project


When your financial institution is going through a merger, acquisition, or other system changes, you may need to convert data from one system to another. However, without careful planning, you could run into problems such as missing data, long conversion times, security issues, hardware failures, expensive maintenance costs, staffing complications, and lower efficiency overall. Use our checklist to help ensure you have a successful data conversion.

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