Banking & credit unions
Core modernization and merger conversion
Set an evidence baseline around account behavior, interfaces, calculations, conversion mappings, reconciliation work, and the exceptions that need accountable review.
Financial modernization baseline · qualification required
Modernize today. Evolve forever.
Recodex Scan is a free, vendor-neutral, read-only Financial Modernization Baseline for banks, credit unions, and insurers preparing a consequential change.
Define the behavior, dependencies, evidence gaps, accepted exceptions, and residual-risk view your accountable team needs before the next decision gate.
Read-only decision support · no production changes · no cutover approval
Scan / 01
Decision evidence register
- Event
- Core/PAS replacement, merger conversion, or high-risk phased cutover
- Inputs
- Defined workstream, existing checks, mappings, rules, and known exceptions
- Output
- Reviewable baseline, priority risks, evidence approach, and recommended next decision
Buyer retains the approval decision
The free offer
A bounded baseline for the decision in front of you.
Recodex Scan starts with one modernization decision—not an open-ended assessment. Fit is confirmed before a Scan begins.
Who it is for
Banks, credit unions, and insurers with a defined gate.
Common triggers
- Core or PAS replacement
- Merger conversion
- High-risk phased cutover
Bounded inputs
- Named system or program scope
- Available source, tests, mappings, or rule inventories
- Known issues, exceptions, and decision timing
What you receive
- Behavior and dependency baseline
- Priority risk areas and evidence gaps
- A proposed evidence approach for the named decision gate
- Accepted-exception and residual-risk framing
- A recommended next decision, including Pilot fit where appropriate
What it is not
- No production access, code changes, or autonomous execution
- No certification, regulatory conclusion, or cutover approval
- No promise of behavioral equivalence or program outcome
Illustrative example
See a fictional, proposed evidence format for one deposit-interest decision.
Modernization assurance paths
Evidence shaped around your operating change.
Insurance
PAS and policy lifecycle change
Focus the baseline on policy lifecycle behavior, product rules, integrations, data mappings, and the evidence gaps that could affect a phased migration or release decision.
Scan workflow
One defined decision. A reviewable evidence path.
- 01
Bound the decision
Agree the modernization event, consequential behavior, review group, and read-only evidence route.
- 02
Establish the baseline
Map the available behavior, dependencies, existing checks, and priority evidence gaps within the defined scope.
- 03
Frame the next decision
Return the evidence approach, accepted exceptions, residual-risk framing, and a recommended next decision for your team.
Engagement paths
Start with the decision that needs proof.
Recodex Scan — Financial Modernization Baseline
Free
Qualification-required, vendor-neutral, read-only decision support for banks, credit unions, and insurers.
- Bounded behavior and dependency baseline
- Priority risk and evidence-gap view
- Recommended next decision
Recodex Modernization Pilot
$199
per active private repository/month
A governed, test-gated path from Baseline findings to sandboxed modernization work.
- 20 test-gated pull requests/month
- Two concurrent sandbox runs
- Buyer-owned evidence and ROI reporting
Modernization Program
From $2,500/month
billed annually
Scale governed modernization across your portfolio with controls, onboarding, and deployment guidance.
- Portfolio governance and controls
- Structured onboarding
- Deployment guidance
Questions before you request
Clear boundaries, before access is discussed.
Recodex Scan
Request a bounded baseline review.
Tell us the modernization trigger and system scope. We will confirm fit, decision boundary, and a read-only evidence route before any Scan begins.
Already have a sponsor-owned workstream? Review the Modernization Pilot for the governed, test-gated next step.