Data Conversion

Data Conversion

From day one, converting data has been an area of strength for our company. All of our systems include a powerful importing engine for loading data from various sources into our applications. In addition, we are regularly involved with a number of clients in financial data conversion projects. Consequently, we have developed several tools over the years for converting data and have acquired a high level of proficiency in dealing with the file layouts and formats from a variety of financial systems in our industry. Many of our clients choose to use our data conversion service because it is more cost-effective and faster than doing the job in-house.

Custom Data Conversion Service

We are regularly involved in financial data conversion projects for our clients. These projects include generating transactions from benefit payment and recordkeeping successor extracts, periodic loading of financial data (such as cost of living adjustments), new client set-ups, archiving of financial data, and formatting of data for one of our systems, just to name a few. Our goal is to offer exceptional value to each client by providing conversion data that is accurate and thoroughly-checked in a timely manner at an economical price. Because of our superior conversion tools and our vast experience with financial data conversion, we have the confidence to tackle any conversion project, even those that might not fit our normal template. We go the extra mile to provide conversion results that are well-checked with proper balancing documentation and an attention to detail. We believe you will be completely satisfied with your conversion results - something we hear regularly from our clients!

Areas of Expertise

Below is a list of several areas for which we have completed data conversion projects. These areas are just a sampling of the types of conversions we can perform. 

Endowment & Planned Giving

Trustee to Trustee Conversions
Tax Intefaces
Trust Feed Interfaces
Accrual & Fee Interfaces

Benefit Payments

Trustee to Trustee Conversions
Pension Additions & Changes
Lump Sum Payments
COLA Adjustments
Benefit Payment Transaction History

Benefit Recordkeeping

Trustee to Trustee Conversions
Pension Credited Service
Payroll Data Feeds
Recordingkeeping Data Archive

Software Solution - Data Conversion Pro (DC Pro)

Our premiere data conversion tool is Data Conversion Professional (DC Pro). DC Pro is used by a number of our clients for their data conversion needs and is also our tool of choice for custom data conversion projects.

Learn More About DC Pro