Keep daily operations running.
Understand the records, reporting structures, processes and integrations that keep the current environment operating.
Market data migration
The practical guide to modernizing market data operations without disruption. Start alongside the systems you already rely on. Prove the workflows. Transition when ready.
Free practical guide
A ten-page roadmap for market data teams evaluating a practical path from legacy platforms.
The practical premise
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.
Understand the records, reporting structures, processes and integrations that keep the current environment operating.
Connect contracts, amendments, fee schedules, invoices, inventory and entitlements to establish what applies now.
Shift workflows against acceptance criteria. Retire legacy capabilities when readiness has been established.
Progression depends on real workflow validation, data readiness, dependencies and agreed responsibilities — not an arbitrary cutover date.
Connect commercial evidence, test traceable answers and document gaps while existing workflows continue.
Introduce selected reconciliation, inventory, renewal or allocation workflows; validate outputs and prepare users.
Transfer agreed responsibilities, monitor results and retire legacy capabilities when readiness criteria are met.
Inside the guide
Establish process ownership, resolve differences and validate answers before shifting recurring workflows.
Define clear acceptance criteria for evaluation, production integration and cutover.
Prepare source agreements, legacy exports, representative invoices, reports and named owners.
Give Finance, Procurement, Compliance and market data teams consistent underlying evidence.
Investigate business questions directly and reduce reliance on specialist-created reports.
Confirm operational reliability, integration coverage and ownership before retiring the legacy system.
Evidence over assumptions
The guide draws on a PostSig evaluation with a European bank, using the bank’s own records while its existing platform remained in place.
Validate charges against the fee schedules applicable to the actual billing period.
Handle invoice relationships involving multiple service orders and changing terms.
Identify subscriptions and employee assignments that warrant investigation.
Document discrepancies, necessary adaptations and production integration requirements.
A practical path forward
Modernization can begin while the existing platform remains in service. Define the first problem, validate the evidence and decide what moves next.