81% of financial services leaders say legacy IT is actively holding their business back. Yet most still aren't moving.

The daily cost is the easiest part to see: rising cost-to-collect, agent productivity throttled by system switching and manual entry, broken customer journeys, fragmented technology, and a hard ceiling on what the business can scale to from here.

For FCA-regulated firms, every one of those operational seams is also a potential conduct or audit-trail exposure.

So why don't more firms move?

Five fears paralyse CRM migration decisions in financial services: downtime that customers will notice, data loss or integrity issues in transit, regulatory and conduct risk during the move itself, the spectre of a multi-year "rip and replace" project, and the internal resistance that quietly stalls every initiative before it ships.

This webinar confronts each one in turn. Financial Cloud CEO Kyle MacDonald walks through how one UK bank migrated 15 years of customer data in a single weekend, with zero downtime, no servicing gap, full audit trail continuity, and a team that arrived on Monday morning to business as usual.

You'll see the 5-step framework that made it possible, the hidden operational and conduct costs that compound the longer the migration is delayed, and the internal champion dynamic that determines whether a transformation actually ships.

This session is a must-watch for the leaders of FCA-regulated organisations who know their CRM is holding them back and need a credible, low-risk path forward.

AGENDA

• The 5 fears holding finance back from CRM migration: Why each one is now solvable.

• The hidden cost of staying on legacy CRM: Inflated cost-to-collect, throttled agent productivity, broken journeys, and the conduct exposure that builds up year on year.

• The 5-step framework, a UK bank case study: How a UK bank migrated 15 years of data in a single weekend with zero downtime, no servicing gap, and a full audit trail preserved.

• The internal champion playbook: How to get a CRM replacement in motion