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BFSI Case Studies

48 total
100% CHANGE
Case Study · BFSI

ServiceNow + Azure OpenAI Integration at a Top-30 European Bank

A regulated European bank wired Azure OpenAI into ServiceNow Now Assist for case-summarization while keeping data residency intact.

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4x
Case Study · BFSI

Databricks + ServiceNow CSDM for Service-Health Correlation

A retail bank correlated 18 observability tools to ServiceNow CSDM via Databricks — service-health view that survived an outage drill.

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50% CHANGE
Case Study · BFSI

Community Bank Coalition — Shared Now Platform Across 24 Mid-Sized Banks

24 mid-sized US community banks formed a shared-services coalition on ServiceNow — half the cost of going it alone.

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3.2x
Case Study · BFSI

CTO Outcome — Engineering Productivity Programme at a $5B Fintech

A $5B fintech's 4,400-engineer org adopted DORA-aligned SDLC governance on ServiceNow — deploy frequency up 3.2x.

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8 days BEFORE 2 days AFTER
Case Study · BFSI

CDO Outcome — Data Platform Modernization at a Top-20 US Bank

A top-20 US bank modernized from 19 data warehouses + lakes to a single Azure Synapse + Data Cloud platform with 91%…

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7d BEFORE 2 AFTER
Case Study · BFSI

Payments Processor: Merchant IAM at 240,000-Merchant Scale

A payments processor modernized merchant IAM covering 240,000 merchant accounts. PCI compliance maintained; merchant-onboarding cycle halved.

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89% CHANGE
Case Study · BFSI

Global Investment Bank: Trading-Floor SecOps with Sub-Second Detection

A global investment bank deployed sub-second SecOps detection across 14 trading floors. Trading-related security incidents down 89%; zero trading disruptions.

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99.999% CHANGE
Case Study · BFSI

Capital Markets Firm: ITOM for Trading-System Availability

A capital-markets firm built ITOM coverage for trading systems with sub-100ms event correlation. Trading-system uptime: 99.999% sustained.

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41% CHANGE
Case Study · BFSI

Specialty MGA: ServiceNow CSM for Broker + Carrier Coordination

A specialty MGA (Managing General Agent) coordinated brokers + carriers on ServiceNow CSM. Submission-to-quote cycle compressed 41%.

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38% CHANGE
Case Study · BFSI

National Mortgage Servicer: ITSM for Borrower-Facing IT

A national mortgage servicer with 2M loans modernized borrower-facing IT operations on ServiceNow ITSM. CFPB complaint rate dropped 38%.

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47% CHANGE
Case Study · BFSI

Credit Union Network: HRSD for 14-Member Cooperative

A 14-credit-union cooperative deployed shared-services HRSD. Cross-credit-union employee mobility enabled; cost per HR transaction down 47%.

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21% CHANGE
Case Study · BFSI

Independent RIA Firm: Sales Cloud + Financial Services Cloud for Advisor Productivity

A Registered Investment Advisor with $14B AUM rolled out Sales Cloud + FSC for 240 advisors. AUM growth from existing clients up…

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47% CHANGE
Case Study · BFSI

Global Reinsurer: Service Cloud for Cedent + Broker Inquiry Management

A global reinsurer rebuilt cedent + broker inquiry management on Service Cloud. Inquiry-response time down 47%; broker NPS up 26 points.

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22 KEY METRIC
Case Study · BFSI

Global Bank: Multi-Cloud Strategy Aligned to Regulatory Requirements Across 22 Markets

A global bank's 22-market multi-cloud strategy aligned workload placement to data-residency, concentration-risk, and regulatory-resilience rules.

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67% CHANGE
Case Study · BFSI

Tier-1 Bank: ServiceNow + Salesforce + Microsoft Tri-Platform Integration

A tier-1 bank integrated ServiceNow (back-office), Salesforce (front-office), Microsoft (productivity) into a unified employee + customer experience.

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38% CHANGE
Case Study · BFSI

Life Insurer: HRSD for Broker + Internal Operations

A life insurer extended HRSD to support broker network operations alongside internal HR. Broker operations cycle time down 38%.

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71% CHANGE
Case Study · BFSI

Global Bank: Multi-Vector Cybersecurity Programme — DDoS, Phishing, Insider Threat

A global bank consolidated multi-vector cybersecurity (DDoS, phishing, insider threat, account takeover) on a unified ServiceNow SecOps + Splunk SIEM stack.

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3 years
Case Study · BFSI

Global Bank: 3-Year Continuous Enhancement Programme

Mergen ran a 3-year continuous enhancement programme on a global bank's ServiceNow estate. 240+ enhancements shipped; cumulative outcome $80M.

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Case Study · BFSI

Tier-1 Bank: Managed ServiceNow CoE — Full Platform Operations

Mergen runs a tier-1 bank's ServiceNow CoE end-to-end — platform operations, governance, upgrades, and continuous improvement. 3 years sustained.

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-3 KEY METRIC
Case Study · BFSI

Tier-1 Bank: 9-Dimension Platform Assessment Drove $40M Improvement Roadmap

A tier-1 bank ran Mergen's 9-dimension platform assessment on its ServiceNow estate. Top-3 levers identified delivered $40M Y1 outcome.

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47% CHANGE
Case Study · BFSI

Private Bank: Now Assist for Wealth Advisor Productivity

A private bank deployed Now Assist on its 1,800 wealth advisors. Client-meeting prep time reduced 47%; cross-sell opportunity surfacing automated.

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14 KEY METRIC
Case Study · BFSI

Global Reinsurer: Catastrophe Modelling on Snowflake + Vertex AI

A global reinsurer rebuilt catastrophe modelling on Snowflake + Google Vertex AI. Model run-time reduced 14×; new exposure analysis turnaround days →…

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38% CHANGE
Case Study · BFSI

Specialty Insurer: SPM for $250M Annual Technology Investment Portfolio

A specialty commercial insurer managed its $250M annual technology-investment portfolio on SPM. Investment-decision quality + speed both improved measurably.

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3 years
Case Study · BFSI

Tier-1 Bank: 3-Year Digital Transformation Roadmap Delivered on Plan

A tier-1 bank co-designed a 3-year digital transformation roadmap with Mergen. Delivered all 18 strategic initiatives on plan; $80M cumulative outcome.

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