Financial System Conversions

FITS is a proven industry leader in supporting Financial System Conversions

  • Plan and implement system conversions successfully by combining key competencies
    • Project management skills and a proven conversion project plan
    • In-depth knowledge of major financial industry system applications
    • “Hands on” securities processing knowledge
    • Established relationships and key contacts at major software vendors, depositories, and clearing organizations
  • Content expertise and extensive knowledge in critical functional applications
    • Brokerage Processing Systems
    • Mutual Fund Processing
    • Asset Management and Trust Systems
    • Employee Benefits and Retirement Systems
    • Compliance and Regulatory Reporting

Conversion Methodology

Our conversion methodology provides our clients with end-to-end solutions

  • Resources supporting key aspects of the planning and development process
    • Project Management Support
    • Gap Analysis
    • Processing Support
    • Data Mapping
    • System Training
  • Team approach by integrating key business functions with our conversion methodology
    • Resources
    • Technology
    • Training
  • Primary work streams within the system conversion model
    • Project Initiation
    • Business / Operational Analysis
    • Process Development
    • Implementation
    • Transition to Production Environment
    • Project Completion and Transition Out