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Financial Services

Unlock growth and retention with a dedicated focus on customer experience and compliance outcomes with ServiceNow

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BANKING

Create efficient, industry-best experiences from branches to back-office 

Retail banking has unique challenges including hindered loan growth, lower consumer loyalty, and increased competition from both traditional and digital banks. Optimizing customer relationships through personalized and predictive measures is critical to generate customer loyalty and maximize lifetime value. 

INSURANCE

Revolutionize the experience for both members and agents

Amidst escalating risks from climate change, cyber threats, and demographic shifts, insurers have a pivotal opportunity to transform their business. By leveraging technologies and streamlined processes to enhance member and agent experiences, the dream of personalized insurance products becomes reality.

WEALTH MANAGEMENT

Retain more clients and grow your footprint with a personal approach

Wealth management firms are at a unique juncture marked by intergenerational wealth transfer, wealth diversification, and a heightened appetite for innovative financial products. Firms must enhance their client relationships by emphasizing self-service and suggesting investment options.
 

Case Study

A Stronger Employee Experience for a Prominent Federal Credit Union  

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Scenario

With over five million members and numerous branches, this credit union needed to enhance its employee experience in order to create better member service. Standing in their way? Challenges with visibility, agility, and security across the broader IT infrastructure.

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Solution

A comprehensive maturity assessment of the IT landscape identified necessary steps for further development, including a list of priority items based on cost and impact. They implemented ServiceNow as the foundation for IT, supported by robust organizational change management practices.

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Results

ServiceNow has become the definitive source for all compliance matters, seamlessly integrating diverse aspects of IT, from the CMDB to employee interactions. This transformation resulted in reduced costs and improved employee satisfaction.

Case Study

Reducing Spending and Redundancy at a Global Wealth Management Firm 

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Scenario

A global wealth management firm with thousands of financial advisors wanted to give its advisors more autonomy, while also ensuring prudent control over IT spending across assets.

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Solution

ServiceNow IT Asset Management, which covers both software and hardware and provides automated discovery for owned and cloud assets, modernized their asset management processes.

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Results

The firm significantly reduced its software spend by removing redundant titles and optimizing entitlements.

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