Migrating to a new system is a fresh start—but how much of your old data should you really be bringing? In this episode, we break down why carrying over 30 years of "emotional baggage" isn’t the best move and how to focus on what’s truly important.

Typically, best practices suggest bringing 3-5 years of balances and 1 year of transactional data, but the right amount depends on your organization. The first step? Defining what matters most to you and why. Every client is different—some migrate nothing, while others bring a decade of history.

We’ll share practical advice on how to make these decisions, why less is often more, and how to set your new system up for success with just the data you need. 

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