Financial Services

Investment Firm Consolidates 890K Documents from Three ECM Systems into One

The Challenge

A mid-size investment firm had documents spread across three ECM systems — OnBase for compliance records, FileHold for client correspondence, and a legacy file share for everything else. Regulatory audits required a unified document repository with consistent metadata and complete audit trails.

The Solution

AetherFlow ran three parallel migration flows — one for each source system. MetaMap™ normalized metadata from all three sources into a unified schema on the target platform. The Flow Builder's visual canvas made it easy for the firm's compliance team to verify mapping logic before execution.

Results

890K
Documents consolidated
3
Source systems unified
100%
Audit trail preserved
4 weeks
Total migration time

Having three source systems feeding into one target with consistent metadata seemed impossible. AetherFlow made it straightforward — our compliance team could actually see the mapping logic.

VP of Operations

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