Fintech M&A integration demo

Integrate acquired fintech platforms without losing customers or momentum.

See how your fintech can move acquired technology onto a unified AWS foundation, retire duplicated stacks, and pull synergy out of the deal in months instead of quarters.

Schedule this demo See the use cases

What you hear from the team

"Every acquisition adds another stack we cannot maintain, and the integration drags on for a year."

Fintech capabilities

What your team can do.

Integration assessment

Map the acquired stack, assess the migration patterns, and produce an integration plan with sequence, risk, and value at each step.

Customer migration playbook

Migrate customers off acquired platforms with the right customer comms, dual-run validation, and a fallback path that protects revenue.

Unified data and identity

Consolidate customer, product, and transaction data on AWS so reporting, risk, and compliance see one set of numbers.

Synergy realization

Retire duplicated infrastructure, license, and vendor cost on a defensible schedule with measured run-rate impact.

Assess

Onboard the acquired stack and produce a plan with sequence, risk, cost, and value.

Unify

Consolidate customer, product, and transaction data on a shared AWS foundation.

Migrate

Move customers and workloads in waves with dual-run validation and fallback.

Realize

Retire duplicated stacks, report run-rate impact, and align finance and product on the plan.

Faster integration

Compress integration timelines from quarters to months.

Protected revenue

Customer migration with dual-run validation and a credible fallback.

Realized synergy

Retire duplicated stacks and report run-rate impact monthly.

Cleaner data

One customer, product, and transaction view on AWS so risk and compliance can trust the numbers.

Use cases your team can deploy

Three workflows that move the operating numbers.

Each use case shows the customer pain, the workflow your team gets, the kind of prompt or trigger that starts it, and the artifact the team can actually use.

UC1

Acquired platform assessment

"We do not know what we just bought, and the integration team is guessing."

Acquirers closing a deal where the technical assessment was lighter than ideal and integration is now starting.

What this demo shows

Inventory the acquired stack, classify workloads by migration pattern, score risk, and produce a sequenced integration plan with cost, value, and dependency mapping.

Implementation scope

Onboard the acquired environment, run assessment, build the plan, and align finance, product, and engineering on the sequence.

Live prompt or trigger

Assess the acquired stack, score migration patterns, identify integration risks, and propose a 90-day plan.

Stack inventoryPattern mapRisk registerIntegration planCost and synergy view

UC2

Customer migration with continuity

"Customers will churn if we get the migration wrong, and the manual approach takes too long."

Acquirers with overlapping customer-facing platforms where migration risk is the top concern.

What this demo shows

Migrate customers off the acquired platform onto the acquirer platform with side-by-side validation, customer communications, and a fallback path that protects revenue.

Implementation scope

Build the customer migration framework, configure dual-run validation, generate customer communications, and execute waves.

Live prompt or trigger

Plan a wave-based migration of 1,000 customers from the acquired platform to ours with dual-run validation.

Wave planDual-run validationCustomer commsFallback planMigration status dashboard

UC3

Synergy realization

"We promised synergy in the deal model, but no one has a credible way to deliver it."

Acquirers where deal synergy was promised but ownership of execution is unclear.

What this demo shows

Identify duplicated infrastructure, license, and vendor cost. Build the retire-and-consolidate plan with measured run-rate impact and finance reporting.

Implementation scope

Map cost, identify candidates for retirement, sequence the work, and report the realized run-rate impact monthly.

Live prompt or trigger

Identify the top 20 sources of duplicated cost, sequence the retire-and-consolidate work, and report the monthly run-rate impact.

Cost duplication mapRetire-and-consolidate planVendor and license actionsMonthly run-rate reportFinance-aligned synergy view

Fast launch path

A five-step path your team can run.

Stand up the first workflow fast: pick the entry point, connect the data, build the experience, pilot with users, and move into steady state with the observability and governance your team needs.

Start the pilot

Week 1

Onboard the stack

Get visibility into what was acquired.

Week 2

Build the plan

Sequence integration with cost, risk, and synergy view.

Week 3

Pilot a wave

Migrate the first wave of customers with dual run.

Week 4

Retire and report

Begin retiring duplicated cost with finance-aligned reporting.

Week 5

Scale

Continue waves, deepen unification, and track synergy monthly.

Who this is for

Fintech acquirers integrating recent or upcoming acquisitions, where overlapping stacks, customer migration risk, and synergy deadlines are colliding.

Fintech demo

Part of the Tactical Edge fintech demo library. See related demos for the rest of the customer journey.

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Outcome you can measure

Every demo ends with an artifact you can put in front of your team and a metric you can track from week one.