Finance and insurance
Financial institutions sometimes reach go-live with relationship data loaded but referral processes, consent tracking or reporting unfinished. Staff then drift back to spreadsheets, shared drives and email, and the new org sits unused. Recovery prioritizes the pieces that carry compliance weight, such as consent and access controls, followed by referral and pipeline workflows. We also reconcile any data loaded incorrectly, since relationship managers lose faith quickly when household or account balances look wrong.