Case Study: a large financial institution achieves seamless merger integration with Point B

Supporting Integration for One of the Financial Industry’s Largest Acquisitions

The IT systems and infrastructure of financial institutions, a major financial institution, faced the complex challenge of integrating IT systems following a large acquisition without causing service disruptions that could risk their business and brand. They engaged Point B to build the infrastructure and supporting systems needed to test a key line of business conversion.

Point B established a program structure, a data management strategy, and a strong governance plan for over 600 stakeholders. As a result, Point B's efforts enabled the successful conversion of over 5 million customers and 10 million accounts, avoided service disruptions, and enhanced the brand, leading to an additional 70 applications being tested.