Data & File Migration for FinTech Acquisition

A leading fintech company acquired another fintech organization and needed to securely migrate customer data, documents, and business records into a single Salesforce platform. The objective was to ensure a seamless transition with minimal business disruption.

• Customer data and files were stored across different systems.
• Risk of duplicate, incomplete, and inconsistent data.
• Manual migration would be time-consuming and error-prone.
• Maintaining data integrity and business continuity during the migration.

• Planned and executed the migration of customer data, documents, and files into Salesforce.
• Performed data cleansing, validation, and duplicate removal before migration.
• Automated the migration process to ensure secure and accurate data transfer.
• Validated migrated records and files to maintain data integrity and minimize downtime.