Migrations and repapering exercises can place a significant operational and compliance burden on Financial Services firms—especially when timelines are tight and accuracy is critical. At Projecting by Izertis, we understand that successful delivery demands more than just capacity. It requires capable, experienced people who understand both the technical and regulatory complexities of financial services.

We have a well-established track record of supporting firms through major migrations and repapering projects, across Wealth, Banking and Investment Banking. Our teams combine strong operational know-how with a methodical, detail-oriented approach that ensures smooth execution from start to finish. Whether you need to scale up for a time-sensitive initiative or require a partner to manage an end-to-end delivery, we have the people and frameworks in place to help.

Resources with the right level of experience and knowledge, tailored to your needs

We don’t take a one-size-fits-all approach. Our teams span a mix of skill levels, from highly capable seasoned professionals with recent experience on large-scale migrations, to recent graduates with limited previous experience. What they share is a focus on delivering outcomes, not just outputs.

We recently completed a custody migration project between two global custodians, where our team led key elements of the client repapering process, including:

• Preparing client documentation, including account opening, online access, and trust forms.
• Managing data across CRM and investment management systems, ensuring accuracy and integrity.
• Monitoring client migration progress and resolving issues in real-time with internal and external stakeholders.
• Overseeing asset transfers, ensuring full regulatory compliance.
• Updating book costs and dividend reinvestment records.
• Performing in-depth client data analysis and clean-up to support efficient onboarding.

By combining resources of different seniority and experience, we were able to deliver this project cost-effectively and with a high degree of quality. These are not just junior staff ticking boxes: they are trained, reliable professionals who understand what’s at stake and can seamlessly integrate with your internal teams or vendors.

Flexible support that scales with you

In addition, we can deploy our professionals as a cohesive project team or as individual resources to support your internal functions. We’re able to respond quickly to client needs, and we offer structured onboarding, clear project governance, and ongoing oversight to ensure quality and consistency throughout the lifecycle of any engagement. We can make this seamless for you: we understand your requirements, we handpick the team, and we manage the project for you.

Whether you’re migrating clients, repapering due to regulatory changes, or consolidating platforms, Projecting by Izertis can help you deliver faster, more efficiently, and with less operational risk.