Data Migration
Legacy System
An outdated computer system or application that is still in use, often targeted for replacement.
Complete Definition
A Legacy System is an older technology, computer system, or application that continues to be used because it still performs necessary functions, despite newer technology being available. Legacy systems in financial services (like Junxure, Redtail Classic, or Applied Epic) are often replaced with modern cloud-based CRMs like Salesforce to improve efficiency, security, and capabilities.
Key Points
- 1Often lacks modern features and integrations
- 2May have technical debt and security risks
- 3Data structure may not match modern best practices
- 4Migration complexity depends on age and customization
Common Use Cases
- Junxure CRM in wealth management firms
- Applied Epic in insurance agencies
- On-premise database systems
- Custom-built Access databases
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