Post-merger platform integration

    After an acquisition, parallel platforms and operating models can leave clients, data, processes and teams dependent on systems that need to be retired.

    An executable integration plan with mapped dependencies, validated functionality and sequenced migration.

    Discuss the challenge in your business.

    Post-merger platform integration

    Who this is for

    Banks and investment managers integrating investment platforms after an acquisition or combining operating models.

    When to look more closely

    • Parallel investment platforms after a transaction
    • A legacy system discontinuation
    • Client migration with front-to-back dependencies

    What TGGC does

    • Map required capabilities and system, process and data dependencies.
    • Translate business requirements into an implementation plan with product owners.
    • Coordinate functional testing, data validation and phased migration.

    Tangible deliverables

    • Capability and dependency map
    • Business requirements and migration plan
    • Functional testing and data-validation approach

    How an engagement starts

    A first conversation clarifies the platforms involved, the required end state and the constraints around migration. Timing and delivery responsibilities are agreed against the actual scope.

    Front-to-Back Investment Platform Integration Following Merger of Two European Banks →

    After a cross-border acquisition, TGGC drove the complete discontinuation of the acquired bank's AM IT platform and migrated all clients across 5 waves — within 3 months.

    This is a specific case, not a forecast or delivery promise for your business. Anonymous · Reference on request.

    Questions worth asking

    Do you work beyond the integration strategy?

    The European-bank case includes business requirements, development coordination, user acceptance testing and migration oversight.

    Why map dependencies first?

    Processes, systems and data needed by the surviving operation must be understood before retiring the legacy platform.

    Does migration have to happen at once?

    Not necessarily. The cited bank case used five migration waves; the appropriate sequence depends on the situation.

    Can you guarantee an uninterrupted migration?

    No universal guarantee is made. Requirements, testing, data integrity and dependencies need to be validated for the specific integration.

    Source material: TGGC priority themes and published case experience.

    Discuss the challenge in your business.