Fintech M&A integration demo

Plan acquired-platform integration around customers, risk, and cost.

Explore how to assess an acquired technology stack, plan customer migration, reconcile data, and track consolidation work on AWS.

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The operating problem

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

Fintech capabilities

What the demo explores.

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

Plan customer waves, communications, side-by-side validation, approvals, and fallback around the commitments that matter to your business.

Unified data and identity

Reconcile customer, product, and transaction data on AWS with shared definitions for finance, risk, and operations.

Consolidation tracking

Identify duplicated infrastructure, license, and vendor costs, assign owners, and track retirement decisions against the deal plan.

Assess

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

Unify

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

Test migration

Run a controlled customer or workload wave with side-by-side validation and fallback.

Track consolidation

Track approved retirements, observed run-rate changes, open dependencies, and remaining work.

Integration progress

Track milestones, dependencies, decisions, and cycle time for each integration wave.

Customer continuity

Measure migration errors, support volume, customer completion, and fallback use by wave.

Consolidation value

Report retired costs and remaining work using finance-approved baselines.

Reconciled data

Compare customer, product, and transaction records across both platforms before each cutover.

Use cases to evaluate

Three workflows to put in front of your team.

Each use case starts with an operating problem, shows a candidate workflow, and identifies the outputs and measures your team can review in a pilot.

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

The demo inventories the acquired stack, classifies workloads by migration pattern, captures risk inputs, and produces a sequenced integration plan with cost, value, and dependency views.

What a pilot includes

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

Example prompt or trigger

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

Example outputs

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

The demo creates a customer migration plan with side-by-side validation, communications, decision points, and a fallback path for each wave.

What a pilot includes

Build the customer migration framework, configure side-by-side validation, draft communications, and test one controlled wave.

Example prompt or trigger

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

Example outputs

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

The demo identifies duplicated infrastructure, license, and vendor costs, then builds a retire-and-consolidate plan with owners, dependencies, and finance reporting.

What a pilot includes

Map cost, identify retirement candidates, sequence the work, and report observed run-rate changes against a finance-approved baseline.

Example prompt or trigger

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

Example outputs

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

Pilot path

A five-step path to a useful pilot.

Start with one workflow, agree on the baseline, connect the approved data, test with users, and let the results guide the operating plan.

Plan a pilot

Discover

Map the stack

Inventory the technology, data, contracts, and customer commitments acquired.

Plan

Build the sequence

Prioritize integration work using cost, risk, dependencies, and customer impact.

Pilot

Test one wave

Run a controlled customer wave with side-by-side checks and a fallback plan.

Review

Review the results

Compare migration quality, support volume, cost, and open risks with the baseline.

Expand

Continue in waves

Apply what the pilot taught the team to the next approved wave.

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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What to measure

Agree on a baseline before the pilot, then compare the output, review effort, exceptions, quality, and operating cost with your current process.