Digitize workflows for more streamlined operations
Starting with a foundation of optimization is critical to financial services success. A lean, fast operating model provides the agility needed to absorb change and remain compliant.

The situation: A global asset management company had 3,500+ financial advisors that were having to raise issues and queries via multiple manual channels. The result of these ineffective tools was siloed work and poor experiences. 

The solution: With the help of Deloitte and ServiceNow, the company implemented a financial services operations workflow solution to create a single portal for client issues and queries. As a result, cases were resolved rapidly so advisors could focus on ensuring client satisfaction.

The outcomes:

• 8 catalogs centralized into a single portal instance
• 3,500+ advisors accessing the FSO portal on aregular basis
• 10+ teams following a standardized fulfillment process
  
  

Connect the enterprise to help elevate experience
In the new digital-first world, experience is everything. With unified access to services across the enterprise, organizations can remain agile amid changes like M&A activities to provide clients with the service they expect.

The situation: An Australian health care insurance provider was finding that their manual and disconnected onboarding process wasn’t cutting it. It required significant employee time and did little to engage new employees.  

The solution: With the help of Deloitte and ServiceNow the company was able to connect three siloed systems and processes for hiring managers into a single unified experience across health insurance, health services, and aged care. The result was improved time to resolution for onboarding issues, better insights for managers, and greater visibility for new hires.

The outcomes:

• 3 siloed hiring systems unified into a single experience
• 1 day resolution for onboarding issues, compared to weeks
• Visibility into manager non-compliance throughout the hiring and onboarding process

Use technology to help build a proactive digital business
Many financial services firms aren’t seeing the returns they expected from their cloud migrations. But by taking a step back, and uniting around a plan, build, run framework, firms can transform into a digital-first enterprise. 

The situation: A global investment bank was an early adopter of ServiceNow but found its ServiceNow instance had become heavily customized and increasingly complex over 10+ years. To support the migration of their 4,000+ applications to the cloud, the bank needed a standardized approach to evaluate, model, and validate their apps against the dynamic infrastructure the cloud would introduce. 

The solution: Deloitte and ServiceNow supported this transition by evaluating the existing systems, creating a standardized data model, implementing a repeatable template for mapping, and a building roadmap for long-term adoption. 

The outcomes:

• 1 standardized data model to guide migration of services from legacy on-promises to the public cloud
• Expanded visibility, improved SLAs, and greater efficiency.