In September of 2016, Summit Financial recognized a need for assistance in migrating and converting image data while in the process of acquiring another financial institution. This need involved identifying a more efficient means for migrating important data, reports and statements from the other institution’s systems onto Summit’s existing platform without interrupting day-to-day operations for the institution and its customers.
Once the acquisition process began, we realized the complexity of the data migration process and wanted to ensure each and every document was successfully transferred within the tight timeline,” said Scott Jennings, chief operating officer and senior vice president at Summit Financial Group. “The decision to seek outside assistance was made with the current acquisition in mind, but also the fact that there could be additional situations similar to this in the near future. When it comes to complex processes like these, we saw a definite value in working with an expert partner that was well versed in the conversion space so that we avoided any obstacles with the data down the line.Scott Jennings, Chief Operating Officer and Senior Vice President at Summit Financial Group