Case study

Leading the data migration and adoption for a complex, multi-country CLM rollout

Co-Founder and PartnerMatthew Neill

A large European bank engaged BeyondFS to support a major Client Lifecycle Management (CLM) system implementation, with a focus on data migration and adoption. The programme introduced a new third-party CLM platform across a complex environment of 15+ onboarding and KYC systems, used by ~15,000 staff across seven business areas and multiple regions.

BeyondFS was brought in to help design and deliver a robust approach to migrating customer populations into the new platform, ensuring strong governance and supporting a clear route from pilot to scaled rollout.

Industry segment
European Bank
Function
CLM / Onboarding & KYC
Core capabilities
Data migration, CLM, Onboarding, Platform implementation

Key outcomes delivered

Pilot migrations delivered safely and predictably: Successfully migrated large corporate customer populations and four legacy systems, demonstrating a repeatable approach to cutover and reducing scale-up risk.
Enabled operational efficiency gains: Consistent and efficient onboarding with up to 20% shorter handling times, improved auditability and reduced staffing demand.
Strengthened delivery confidence and governance: Improved senior stakeholder confidence to deliver future change programmes.
Data quality that enables a single, coherent customer view across systems.

Approach

Creating a comprehensive data migration strategy

BeyondFS developed a practical and scalable migration and adoption approach to support the bank’s move from pilot to full rollout across a complex onboarding and CLM ecosystem.

A focused data strategy was put in place to define standardised models and definitions, golden-source rules and uplift methods for incomplete records. This gave the bank a clear view of what data existed, what was missing and how to prepare it for migration.

We also helped define the sequence for customer population migration and the handling of complex entities and legacy systems. In parallel, we supported global adoption planning by aligning rollout order, training needs, operating model impacts and key dependencies across business units.

Key elements of the approach included:

A clearly defined target data architecture and integration model across onboarding, screening, monitoring and entity management systems
Rules for entity alignment to ensure consistent representation across platforms
A pilot migration of complex corporate customers that proved the viability of the model and workflows

This pilot laid the foundation for a confident six-month rollout, with repeatable methods and strong alignment across technology and operations.

Outcome

A successful rollout, and improved efficiency

A successful pilot migration from multiple legacy systems demonstrated that customer populations could be moved safely and predictably. This gave the bank a clear, proven route to full adoption of the new CLM platform and reduced delivery risk as the programme progressed from pilot to scale.

Expected benefits include reduced handling times, improved auditability and greater operational efficiency through lower FTE demand. Data was aligned and prepared to support confident population of the new platform and ensure a consistent customer view across different systems.

Programme governance was strengthened, improving the senior stakeholders' confidence in the bank's delivery capabilities. As a result, BeyondFS was retained for further work on the programme rollout.