# Merger and Acquisition Data Management

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The Results

**Banking and Financial Services**  
Founded in 1866  
16,000 Employees  
A U.S. super regional Bank is undergoing a major acquisition of a commercial-heavy peer and using orchestration to manage the migration of high-value treasury file transfers. By digitizing manual updates, the bank ensures that mission-critical financial flows - like payroll and wire transfers - continue without interruption for their most valuable clients.

### Problems **‍**

**High Risk of Churn:** If file transfers fail during migration, these high-value clients are likely to switch banks.

**Legacy Manual Bottlenecks:** Migration tasks were previously managed via analog Excel documents and shared email inboxes, leading to high risks of payment failure and file rejection.

**Resource Intensity and Complexity:** Complex migrations for ERP-integrated clients can last 180+ days, requiring high-touch support.

The bank implemented OvationCXM as its journey orchestration platform to digitize the end-to-back migration and ongoing management of file transfers.

### Solution

**Digitized Standard Operating Procedures:** Transforming manual 10-step processes for SFTP endpoints and encryption keys into automated journeys.

**Phase Monitoring:** Orchestrating specific stages such as file format validation, parallel file runs, and cutover weekend support.

**Ongoing Infrastructure Support:** Transitioning from one-time migration to continuous support for certificate renewals and encryption key rotations, including format updates and troubleshooting.

### Outcomes

- Client retention
- Reduced implementation risk
- Durable recurring review

Read the full case study.

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