ARTICLES
Notes from bank
integration and
migration projects
Practical articles on process optimisation, business integration, data migration and project support in banking and wealth management.
Lessons from real banking projects, written down while they still matter. Each article ends with steps you can apply on your own project.
From project work, not theory
Practical steps
PMO Support
04
RAID tracking, status reporting, steering-committee papers
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START WITH A SERVICE
01
Process Optimisation
Root causes and structural fixes for recurring operational issues
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02
Business Integration
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Bank mergers, operating model, client and asset transfer
Data Migration
03
Client, portfolio and position data between platforms
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CATEGORY
7 articles in Business Integration
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BUSINESS INTEGRATION
7 FEB 2026 · 7 MIN READ
Check Integration Readiness Before Each Wave
TSB's 2018 migration drew 225,492 complaints. An operational readiness check before each wave turns go or no-go into a decision on evidence.
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BUSINESS INTEGRATION
4 SEP 2025 · 8 MIN READ
Dependency Mapping Across Integration Streams
Up to 60% of merger value initiatives rely on IT. Dependency mapping across integration streams shows which late handover will stop the rest.
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BUSINESS INTEGRATION
16 APR 2025 · 7 MIN READ
Transferring Clients Between Banks
Schwab moved over 17 million TD Ameritrade accounts in five waves. In post-merger integration, clients stay when told early and moved well.
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BUSINESS INTEGRATION
24 JAN 2026 · 7 MIN READ
Get Client Transfer Right in a Bank Merger
Germany lost 622 banks in ten years. A share deal, merger or asset deal decides which clients must consent and which records move with them.
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BUSINESS INTEGRATION
7 AUG 2025 · 8 MIN READ
Build the Integration Team Before Day One
Firms with strong integration skills are 1.7 times likelier to beat revenue targets. Building the integration team before Day One gets them there.
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BUSINESS INTEGRATION
2 APR 2025 · 7 MIN READ
Close a Bank Branch, Keep Every Client
Germany lost 8.4% of its bank branches in 2024 alone. How a bank branch closure keeps its clients, from the first adviser call to attrition.
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BUSINESS INTEGRATION
13 NOV 2025 · 8 MIN READ
Synergy Tracking That Survives the Integration
Almost 70% of mergers miss their revenue targets. Synergy tracking with owners, budgets and a two-year view shows what a bank merger really delivers.
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DATA MIGRATION
21 FEB 2026 · 6 MIN READ
Automating Weekly Reporting With Excel and VBA
How banks keep data consistent across many systems: pick the critical data, agree one definition, name owners and golden sources, measure, reconcile and fix errors where they start.