PostSig practical guide: From Legacy to AI-Native

Market data migration

From legacy
to AI-native.

The practical guide to modernizing market data operations without disruption. Start alongside the systems you already rely on. Prove the workflows. Transition when ready.

Run in parallelTransition in phasesMeasure readiness

Free practical guide

Get the guide.

A ten-page roadmap for market data teams evaluating a practical path from legacy platforms.

The practical premise

Modernization does not have to begin with cutover.

An existing market data platform can keep supporting daily workflows while PostSig proves useful answers from the underlying commercial and operational records. Transition selected capabilities only when the organization is ready.

01 / PRESERVE

Keep daily operations running.

Understand the records, reporting structures, processes and integrations that keep the current environment operating.

02 / PROVE

Test with real workflows.

Connect contracts, amendments, fee schedules, invoices, inventory and entitlements to establish what applies now.

03 / TRANSITION

Move responsibility in phases.

Shift workflows against acceptance criteria. Retire legacy capabilities when readiness has been established.

A migration plan built around proof, not a fixed timetable.

Progression depends on real workflow validation, data readiness, dependencies and agreed responsibilities — not an arbitrary cutover date.

PHASE 01

Evaluation alongside the existing platform

Connect commercial evidence, test traceable answers and document gaps while existing workflows continue.

PHASE 02

Phased production integration

Introduce selected reconciliation, inventory, renewal or allocation workflows; validate outputs and prepare users.

PHASE 03

Cutover and stabilization

Transfer agreed responsibilities, monitor results and retire legacy capabilities when readiness criteria are met.

A look inside the practical guide to a phased approach for modernizing market data operations.

Inside the guide

Know what it takes before you make the move.

01

Start alongside existing systems

Establish process ownership, resolve differences and validate answers before shifting recurring workflows.

03
02

Transition in phases

Define clear acceptance criteria for evaluation, production integration and cutover.

04
03

Plan the evaluation

Prepare source agreements, legacy exports, representative invoices, reports and named owners.

05
04

Build a shared foundation

Give Finance, Procurement, Compliance and market data teams consistent underlying evidence.

06
05

Give teams more control

Investigate business questions directly and reduce reliance on specialist-created reports.

07
06

Measure readiness and independence

Confirm operational reliability, integration coverage and ownership before retiring the legacy system.

09

Evidence over assumptions

Prove the transition with real workflows.

The guide draws on a PostSig evaluation with a European bank, using the bank’s own records while its existing platform remained in place.

Reconcile exchange invoices

Validate charges against the fee schedules applicable to the actual billing period.

Connect commercial history

Handle invoice relationships involving multiple service orders and changing terms.

Compare inventory and HR

Identify subscriptions and employee assignments that warrant investigation.

Identify remaining work

Document discrepancies, necessary adaptations and production integration requirements.

A practical path forward

Start with one problem.
Prove the result.

Modernization can begin while the existing platform remains in service. Define the first problem, validate the evidence and decide what moves next.

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