Industry Tag: BFSI
Browse Mergen content
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Tier-1 Bank: Predictive Analytics for Real-Time Fraud Detection
A tier-1 bank built real-time fraud-detection ML models scoring 4M transactions per hour. Fraud losses reduced 41%; false-positive rate dropped from 11:1 to 4:1.
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Insurance Carrier: Power Platform Automation Across Claims-Side Workflows
An insurance carrier automated 47 claims-side workflows on Power Platform — workforce-allocation, third-party requests, escalations. 28,000 claims-handler hours reclaimed annually.
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Global Insurer: Now Assist for Claims Triage at Scale
A global insurer deployed Now Assist on 2,400 claims-handler workstations. AI-assisted triage routes claims with 91% accuracy; handle time down 33%.
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Insurance Carrier: Broker Portal on Sales Cloud + Experience Cloud
A specialty insurer rebuilt broker engagement on Salesforce Sales Cloud + Experience Cloud. Broker submission volume up 41% in year one.
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Wealth Manager: Einstein Next-Best-Action for Advisor Productivity
A wealth manager deployed Einstein Next-Best-Action across 3,400 advisors. AUM growth from existing clients up 14%; advisor satisfaction with tooling up 28 points.
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Multi-Line Insurer: 7 Legacy Service Desks Consolidated to One
A multi-line insurer consolidated 7 legacy ITSM tools spanning life, P&C, and reinsurance lines onto ServiceNow. $4.2M annual tooling savings; uniform SLAs.
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Global Wealth Manager: Regulator-Grade Complaint Handling on CSM
A global wealth-management firm rebuilt complaint handling on ServiceNow CSM with FCA / FINRA-aligned audit trails. Closure rate within regulatory windows: 100%.
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Investment Bank: SOAR Playbooks for Financial-Fraud Detection
An investment bank deployed ServiceNow SecOps with SOAR playbooks specifically tuned for financial-fraud signal patterns. Fraud-related incident response time dropped 78%.
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Tier-1 Bank: ITOM + AIOps Catches 92% of Incidents Proactively
A tier-1 bank deployed ServiceNow ITOM with AIOps event correlation across 200+ services. Result: 92% of incidents caught before users notice, MTTR reduced 65%.
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Global P&C Carrier: Automating 1.2M Annual Claims with FNOL + Mergen DocAI
Mergen automated claims FNOL triage and assignment for a top-10 global P&C carrier. Fast-track cases close 5× faster; leakage indicators dropped $8M annually.