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    Platforms migration and integration

    built for financial services.

    We move data, assets and processes between platforms without breaking the business. From CRM migrations to custom API and middleware builds, our work gives Financial Services and FinTech firms a coherent, governed architecture that holds up under compliance, scale and platform change.

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    Growth systems built for Financial Services.

    TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

    • MoneyCorp
    • Monavate
    • YouLend
    • Yaspa
    • Iwoca
    • Yonder
    • Caxton
    • AAB
    • MoneyCorp
    • Monavate
    • YouLend
    • Yaspa
    • Iwoca
    • Yonder
    • Caxton
    • AAB

    The challenge

    83% of platform migrations fail or overrun budget. The pattern is predictable.

    Most of the pain comes from the same root causes. Critical data locked in legacy systems with no clean path out. Quality issues that turn migrations into risk events. Integrations built ad hoc that break the moment a platform updates. Manual transfers where middleware should sit. Compliance and data residency requirements layered on top of all of it. By the time the business notices, historical data, workflow logic and operational continuity are already exposed.

    What you get

    • Clean data from day one

      Every migration starts with audit, cleansing and mapping. You do not carry legacy data debt into the new system.

    • Compliance built into the cutover

      Data residency, regulatory review and audit trail are scoped before a single record moves. The migration is defensible.

    • Integrations that hold under change

      Our APIs and middleware are designed for platform updates and edge cases, not just the happy path.

    • One team from discovery to handover

      Specification, build, QA, hosting, monitoring and team training in a single engagement. No vendor lock-in. No knowledge gaps.

    Our approach

    How we deliver Platforms Migration & Integration

    We deliver migration and integration as a single, governed engagement. From discovery to handover, every phase is scoped, validated and documented. No surprises at cutover.

    1. Discover and audit

      We map your current systems, data quality and compliance position before scoping the engagement. The roadmap shows phasing, dependencies and risk before anything is committed.

    2. Design the architecture

      Data mapping, transformation logic and integration architecture are defined up front. Every API connection and middleware layer is specified before development begins.

    3. Migrate, build and test

      Phased migration with validation at each stage. Custom integrations and middleware are built and tested against production conditions, not synthetic data.

      45,000 records cleansed and migrated. Zero compliance findings. Salesforce to HubSpot, mid-market FSI firm.

    4. Stabilise and hand over

      Hosting, monitoring, runbooks and team handover are part of the engagement. You receive a system your team can run, with full ownership of the architecture.

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    Solutions Name

    "This capability is part of the Growth Revenue Engine; Evara's integrated framework for scalable financial services growth."

    Learn About The Full System
    CRM adoption increase
    Records cleaned & unified
    Data accuracy & visibility

    CASE STUDIES

    Results that speak for
    FinTech and Financial Services.

    • HEALTHTECH

      100%

      alignment between marketing and sales

      The integrated solution automated lead flow into Salesforce, improved segmentation and assignment, enabled instant Slack notifications, and ultimately streamlined Doctify’s operations while strengthening efficiency and alignment across the organisation.

      Read the full story

    • IT SERVICE MANAGEMENT

      200K+

      contact records migrated

      Pusher migrated from Salesforce to HubSpot in under 6 weeks, with all data intact, effective integrations, and a smooth transition. The Sales team was empowered with full visibility over the sales funnel, enabling accurate forecasting and performance measurement.

      Read the full story
    See All Our Results

    Ready to see how Platforms Migration and Integration solutions would work for your business?

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    Evara didn't just implement a CRM. They redesigned how we think about revenue. Our pipeline clarity is unrecognisable from where we were 12 months ago.

    Chief Revenue Officer

    Series B FinTech · London

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    increase in qualified pipeline within 6 months of GRE engagement

    reduction in manual sales and marketing admin through automation

    of clients report improved revenue visibility and forecasting accuracy

    FREQUENTLY ASKED QUESTIONS

    Common questions about working with Evara on Platforms Migration and Integration projects.

    Migration moves data, assets and workflow logic from a legacy system into a new one. It is usually one-time, irreversible and tactical, often replacing the old platform entirely. Integration connects two or more existing systems so they share data in near real time, preventing silos and manual transfers. Most engagements involve both, in sequence. We migrate the data into the right home, then integrate that home with the rest of the stack.

    Mid-market CRM migrations typically run between 3 and 9 weeks, depending on data volume, integration complexity and compliance scope. The first two weeks are spent on discovery and audit. Cutover itself is the shortest phase. The longest is data cleansing and mapping, which is where most projects under-invest and pay the price post-launch. We scope every engagement against the data, not against a template timeline.

    Compliance and data residency review happens before any record moves. We scope GDPR, FCA principles and any sector-specific requirements such as Consumer Duty, SMCR and AML/KYC obligations against your data model, then design the migration with audit trail, encryption and residency built in. The migration is defensible to regulators, not patched up afterwards. Evara is ISO 9001 and ISO 27001 certified, and we work within those controls on every engagement.

    Hosting, monitoring, runbooks and team handover are part of every engagement. For organisations running custom middleware or serverless functions, we offer ongoing maintenance and hosting so the integration layer stays supported as platforms update. You retain full ownership of the architecture. We can step away cleanly or stay on as an extension of your team.

    Have more questions about migration or integration? Get in touch.

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    SUPPORTING SERVICES

    Related capabilities

    • DEMAND GENERATION

      Fill your pipeline with qualified, sales-ready leads.

      Multi-channel demand programmes designed specifically for regulated financial services markets.

      Explore [Solution]

    • ABM & PIPELINE

      Target and convert your highest-value accounts.

      Account-based strategies that shorten cycles and accelerate deal velocity with precision.

      Explore [Solution]

    • MARTECH & DATA

      Connect your platforms around a single revenue outcome.

      Unified stack design and implementation that gives you visibility, automation, and control.

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    TALK TO US

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    Tell us about the migration or integration you're considering. We'll respond within one business day with a clear next step.

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    Latest Insights

    New insights on platform migration and integration are published each month. Explore more information on Growth Revenue Engine and the technical aspects of platforms migration and integration.

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