Conversion Service

Document & Data Conversion

We can assist you with your data and document conversion project - no matter the size - allowing you to keep your focus on running your business.


PROFORMANCE is an industry leader in data conversion specializing in financial services, document management systems, and credit tracking systems. Our staff includes former bankers, database engineers, and software developers, all of whom have real-world experience in bank acquisitions. Contact us today to learn how we can help your organization quickly and easily navigate the complexities of consolidating information systems.

Our staff has completed conversions for most common document imaging systems, including:

  • OnBase
  • Nautilus
  • Director
  • Optima3
  • Synergy
  • IPM
  • Image
  • Vision
  • Treev
  • Accusystem
  • AX
  • Documentum

Conversion Considerations

There have been over 2,000 bank mergers in the past ten years in the US with more on the way. As the M&A trend continues, managers must consider the financial and workload impacts as the institutions are brought together.

Data conversions are labor intensive and require specialized technical expertise. Rather than placing the burden of conversion on internal staff, talk to us about the benefits of engaging a third-party. From your IT staff to loan and deposit operations, your team will benefit from the reduced time and cost of conversion.

Document Management

  • Integrated Exception Tracking
  • Automated Customer Notices
  • Document Review Queues
  • Easy User Uploads

Request your on-demand video, now.

Request your on-demand video, now.

Collateral Management

  • Granular, structured collateral tracking
  • Monitoring
  • Custom Data Collection
  • Reporting
  • and so much more

Customer Requests

  • Document collection driven by exception tracking
  • DMS integration
  • File-sharing, eForms, and eSign
  • DocuSign Integration

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Exception + Document

  • Upload a document
  • Clear an exception.
  • Update work queues and management
    reports - simultaneously.
Great choice!
Where should we send it?

    For PROFORMANCE support, please email or call (281) 292-9000.
    Please reach out if we can assist you in any way.
    Wayne Whaley, Chairman and President,
    Tracey Sims, Chief Operations Officer and Product Manager,
    Dora Compis, Systems Engineer Manager,
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