---
title: If You Get Data Migration Wrong, How Will You Get Your CRM Right?
description: Data Migration is integral for the successful deployment of any Customer Relationship Management solution. Find our more today!
image: https://resource.nexj.com/hubfs/data-migration-768x367.jpg
---

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[TOPIC // Insurance](https://resource.nexj.com/blog/tag/insurance)

# If You Get Data Migration Wrong, How Will You Get Your CRM Right?

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[Data migration](https://www.nexj.com/resource-center/nexj-best-practices-for-data-migration/) involves a change in storage and database or application, which is what makes it a potentially complicated process. This is why we, at NexJ Systems, adopt industry best practices while managing migrations from legacy systems, using our extensive tooling and significant experience with client data encompassing a varying degree of size and scope.

## What makes data migration critical?

There are [all kinds of reasons](https://www.nexj.com/press-room/nexj-siebel-replacement-program-helps-firms-upgrade-to-world-class-crm-for-financial-services/) that drive a financial services organization's need for **data migration**. Some do it to overhaul an entire system, others to upgrade databases or establish a new data warehouse, still others to merge new data from an acquisition or other sources, or deploy another system alongside existing applications. Irrespective of why it is done, the process always involves the careful extraction of data followed by a series of functions in preparation, before re-loading into a target location or system.

It is imperative to follow best practices when it comes to data migration because [data never sleeps](https://www.nexj.com/industry-solutions/wealth-management/), budgets can be overrun without a competent migration plan, and operations may end up functioning below expectations. When done in a professional manner, data migration can prevent loss of data, allow an organization to become more flexible, and increase revenue.

## The NexJ approach to data migration

NexJ CRM approaches data migration via a [high-level process](https://www.nexj.com/company/awards-and-accolades/) that begins with data extraction. We start by using each third-party application’s native export function to extract data to a standard format for an export file such as CSV or Microsoft Excel, manually or using an automated script. The data is then loaded into a staging database for analysis.

This is followed by an analysis that allows us to identify the following:

- Structured data
- Security requirements for data and data sharing
- Entries already loaded into the system
- Unstructured data such as free-form note fields or unknown custom fields
- Attachments such as spreadsheets
- Data that needs to be discarded

The next steps are cleansing and mapping, where data elements in the source systems and [NexJ’s CRM](https://www.nexj.com/industry-solutions/commercial-banking/) are mapped, and rules to transform the source data are determined. Some data must be parsed, merged, altered or standardized depending on enterprise requirements, and this is managed by configuring data manipulation scripts in SQL.

## Cleansing, loading, and conversion

Data cleansing is easier to accomplish when data already exists in a semi-structured format and is not yet subject to stricter requirements of the enterprise database.  After cleansing, data is appropriately structured and NexJ platform scripts are used to load and/or update data in [NexJ CRM](https://www.nexj.com/company/about-nexj-systems/). This then leads to conversion, starting with live data transformation and import into the NexJ business model. Branch based nightly batch process migration during off hours allows NexJ to streamline data inserts, followed by custom ETL procedures that convert migration data into the NexJ core data structures.

## The importance of best practices

*Data migration is a huge driver of success* when it comes to [deploying any CRM solution](https://www.nexj.com/industry-solutions/private-banking/technology/deployment-options/), and is what powers our comprehensive customer view, enabling us to empower advisors and customers with the right kind of information.

NexJ’s practices have enabled us to successfully complete extremely large one-time data conversions, including one of the largest in the history of wealth management firms. This happened when we converted 100 million records for Wells Fargo Advisors. The conversion migrated more than 10 years of A.G. Edwards customer and interaction data and included over 12 million contact and household records and related interactions and notes. This data included everything from contacts, companies and addresses, to phone, email, relationship hierarchy, tasks, schedule items, file attachments, accounts, holdings and transactions. We also have experience engaging with clients to take ownership of as much of the conversion process as they are comfortable with.

We adopt best practices in our approaches to data migration because we understand that world-class tools and techniques can fail without the right process of implementation. To find out more about our processes and practices, [get in touch](https://www.nexj.com/contact/) with us today.

**Tags:** [Insurance](https://resource.nexj.com/blog/tag/insurance), [Corporate Banking](https://resource.nexj.com/blog/tag/corporate-banking), [Commercial Banking](https://resource.nexj.com/blog/tag/commercial-banking), [Wealth Management](https://resource.nexj.com/blog/tag/wealth-management), [Private Banking](https://resource.nexj.com/blog/tag/private-banking), [CRM](https://resource.nexj.com/blog/tag/crm)

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## Related Posts

<https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers&title=How%20Your%20CRM%20Manages%20Relationship%20Hierarchy%20Can%20Define%20How%20Well%20You%20Know%20Your%20Customers&description=Everyone%20in%20the%20corporate%20and%20investment%20banking%20space%20understands%20that%20the%20right%20CRM%20solution%20can%20help%20with%20everything%20from%20increasing%20lead%20conversion%20and%20personalizing%20customer%20journeys%20to%20improving%20customer%20experiences%20and,%20ultimately,%20boosting%20sales.%20And%20yet,%20even%20though%20your%20CRM%20may%20claim%20to%20give%20you%20a%20better%20understanding%20of%20your%20customer,%20there%20are%20two%20words%20that%20make%20all%20the%20difference%20to%20how%20effectively%20software%20does%20this:%20relationship%20hierarchy.>
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## [How Your CRM Manages Relationship Hierarchy Can Define How Well You Know Your Customers](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

## Don't capsize your client relationships with poor info!

Trying to tell corporate and investment bankers about the importance of understanding their customers is a lot like listing the benefits of butter to a pastry chef. They get it. They know it really, really well. And yet, considering we are in the business of Customer Relationship Management, I sometimes can’t help but question what this means.

[Read Post](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

<https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice>

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## [Here’s How Leveraging Client Information Can Help You Become The Banker of Choice](https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice)

**Innovation and a global approach**

[Read Post](https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice)

<https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off>

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## [When It Comes To CRM, User Adoption Is Always A Challenge. Here's How One Of Our Biggest Clients Pulled It Off](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

You may have the best possible CRM solution on the market, a deep vertical award-winning software geared to meet your every need. What you will always struggle with is poor [user ](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/)adoption.

[Read Post](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

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#### Related CRM Topics for the Finance & Insurance Industry

- [BPM Software](https://www.nexj.com/industry-solutions/topics/business-process-management-bpm-software/)
- [Client Lifecycle Management](https://www.nexj.com/industry-solutions/topics/client-lifecycle-management/)
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- [Digital Engagement](https://www.nexj.com/industry-solutions/topics/digital-engagement/)
- [Financial Advisor CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-advisors/)
- [Financial Services CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-services/)
- [Intelligent Customer Management](https://www.nexj.com/industry-solutions/intelligent-customer-management/)
- [MiFID II Compliance](https://www.nexj.com/industry-solutions/topics/mifid-ii-compliance-for-wealth-management-and-private-banking/)
- [Suitability & Appropriateness](https://www.nexj.com/industry-solutions/topics/suitability-and-appropriateness/)
- [User Adoption for CRM](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/)

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