Get Efficient with PROFORMANCE


PROFORMANCE is an industry leader in conversions,
specializing in financial services, document management systems, and credit tracking systems.

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

Our staff includes former bankers, database engineers, and software developers, all of whom have real-world
experience in bank and credit union 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 the most common document imaging systems and cores, 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 and document 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.

Do you have adequate resources
for your conversion?

Successful conversions and core evaluations require appropriate resource allocation. They’re also the perfect opportunity to make sure your operations are operating with peak efficiency.
Download our Conversion Assessment Checklist to make sure your team has the resources needed for your conversion project.

    Get In Touch With Us

    Send us a message and let’s start a discussion to make your conversion smooth sailing today!

      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

      Request your on-demand video, now.

      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,
        Sign up yourself or your coworkers for our quarterly newsletters, InfoNews, to get
        the latest announcements, tips, tricks, and enhancement news.

        Additional user accounts may be requested by emailing Jill at