data migration cloud migration

Cloud data migration simplified with Segue

Increased market volatility due to recent geopolitical factors, shrinking profit margins, and rapidly emerging technologies are forcing investment firms to rethink their technology solutions and deployment options.

Migrating client data to a new provider can be time-consuming, and any compromise in the data’s integrity during this process can have a detrimental impact for the company in various ways.

Problems arising from data migration

In the current digital environment, firms are adopting emerging disruptive technologies to combat what can be viewed as archaic day-to-day challenges, such as the use of spreadsheets, in the hopes this will provide a seamless and efficient solution for data migrations.

A data migration project may be regarded a success if the data in the new destination system is precise, correctly mapped, and represents the original data whilst adhering to the client’s requirements [1]. However, things can potentially go wrong in the process.

Data migration poses challenges with regards to the volume of data, data duplication, insufficient understanding of data, multiple sources holding data and – the worst kind of challenge – unforeseen events. These challenges are exacerbated due to migration projects being largely excel based, requiring bespoke solutions, and being invariably error prone – requiring human manual intervention.

So how can these challenges be addressed?

Welcome, the Cloud

Cloud deployment provides several key benefits, including frequent software upgrades, high quality data, predictable costs, and the latest cybersecurity. Moreover, data migration in the cloud provides high performance and accessibility, with quick flexibility and scalability on demand.

“SaaS remains the largest public cloud services market segment, forecasted to reach $176.6 billion in end-user spending in 2022.” – Gartner [2]

Ultimately, the cloud is a high-performing and cost-saving solution in favour of pivoting away from tedious spreadsheets and manual repetition and provides a “segue” into a more seamless and efficient data migration option.

The next challenge posed is choosing the right cloud vendor.

A cloud based, financial data migration and analytics platform

Segue enables firms to switch all capital market transactions, position data and analytics easily and quickly into one platform and combine insights through modular integration with a fully comprehensive cross asset class coverage and support. This empowers firms to migrate Trading, Operations and Accounting data from one service provider to another efficiently and safely.

Segue is supported and managed by experienced migration specialists, accountants, and architects which guarantees FinTech cloud and managed service expertise.

Our technology can extract data from any trading systems and supports both investment and/or fund accounting data migrations. Segue’s dynamic platform is already configured with SS&C GlobeOp instrument trade processing and Geneva accounting technology which helps to provide data integration, reconciliation, and analytics.

segue data migration cloud

Our services are offered in two formats

Managed Service: We provide fully operational style service for our clients including data migration source extraction, mapping, exception management, reconciliation, testing, migration analytics and early support.

Software as a Service: Software licensing and centrally hosted.

Built-in functions for handling data

Incoming client data is mapped to a security master, position, and transaction definition, with any bugs or inconsistencies in the data removed in the process.

Segue encompasses built-in functions which allow the user to adjust the data from source files received and generates an output as per the instrument destination. This is particularly useful for situations where a client’s data fields in the legacy system are not in sync with the new system due to differences in application and database architecture – which adds overall complexity to the project. In this instance, Segue provides an efficacious solution by utilizing the built-in criteria function which uses a mapping table to convert the data in one system’s language to the new systems’ language.

This is one of the many built-in functions Segue provides which instantly saves time, as well as being dynamic and adaptable to each client.


In conclusion, Segue’s data migration service serves as an accelerator for firms switching Trading and Investment Operation providers. A managed security service provider, such as Segue, can help businesses secure their infrastructure and – in addition to that – managed security services continually monitor, defend, optimize security measures and regulations, and help businesses recover from cyberattacks. With an easy-to-use interface, and various in-built functions to enhance the migration process, Segue serves as the optimal solution for decreasing the time and risk involved in optimising the business operating model. Segue gives firms immediate access to migrate data from one service provider to another whilst ensuring data integrity, compliance, and security.

For more information, or to view a demo video of Segue, please click here.


[1] Jaju, A., & Lamba, A. (2022). How to Mitigate the Risks and Challenges in Data Migration. Ankura. Available online:

 [2] Rimol, M. (2022). Gartner Forecasts Worldwide Public Cloud End-User Spending to Reach Nearly $500 Billion in 2022. Gartner. Available online:

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