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All Analyst Mention / Award 5 Blog 65 Case Study 244 Newsletter 10 Press Release 16 Webinar / Event 39 Whitepaper / eBook 20
Filtered by industry BFSI ร— View all case studys โ†’

Why case studys from Mergen?

Built by the team actually doing the work.

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Measured outcomes

Every case study lists hard outcome metrics โ€” cycle time, cost, quality, NPS โ€” not soft win statements.

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Tier-1 enterprise scope

Programmes spanning Fortune-500 banks, top-10 insurers, global manufacturers, 32-hospital health systems.

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Reusable patterns

Each transformation distills into a repeatable architecture pattern โ€” codified in our delivery library.

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Case Studys โ€” page 2 of 2

48 total
Case Study ยท BFSI

Fintech: MLOps Platform for Real-Time Fraud Model Lifecycle

A fintech built an MLOps platform managing 14 fraud-detection models in production. Model deployment time: 6 weeks โ†’ 3 days; drift detection…

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Case Study ยท BFSI

Global Bank: Data Warehouse Modernization on Snowflake

A global bank migrated from a legacy enterprise data warehouse to Snowflake. Query performance up 14ร—; data-engineering team capacity up 38%.

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Case Study ยท BFSI

Scaling Fintech: Cloud Infrastructure Modernization

A scaling fintech modernized cloud infrastructure with infrastructure-as-code, GitOps, and policy enforcement. Time-to-deploy new environments: days โ†’ minutes.

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Case Study ยท BFSI

Scaling Fintech: Compliance-Heavy HRSD Onboarding

A scaling fintech rebuilt onboarding for compliance-heavy roles via HRSD. Time to fully-cleared productive employee: 18 days โ†’ 6 days.

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Case Study ยท BFSI

Scaling Fintech: SIEM/SOAR for Real-Time Threat Detection

A scaling fintech deployed SIEM + SOAR with custom playbooks for the financial-services threat landscape. Mean time to detect malicious activity: 4…

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Case Study ยท BFSI

Global Bank: DORA Operational-Resilience Compliance Programme

A global bank achieved DORA compliance across 24 jurisdictions with continuous-evidence collection. First-time audit pass.

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Case Study ยท BFSI

Global Insurer: 4-Module Implementation Programme โ€” ITSM, ITOM, HRSD, SecOps

A global insurer rolled out 4 ServiceNow modules in waves over 18 months. Each wave shipped on schedule with stakeholder reviews every…

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Case Study ยท BFSI

Tier-1 Bank: Microsoft 365 Security Baseline Across 80,000 Mailboxes

A tier-1 bank rolled out a hardened Microsoft 365 security baseline across 80,000 mailboxes. Phishing-related incidents dropped 76%.

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Case Study ยท BFSI

Insurer: GenAI Claims Summarization Across 1.8M Annual Claims

A global insurer deployed GenAI summarization on 1.8M annual claims, summarizing the case timeline at handler login. Average handle time down 41%.

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Case Study ยท BFSI

Global Bank: Multi-Cloud Strategy (AWS + Azure) with Workload Routing

A global bank built a multi-cloud strategy routing workloads to AWS or Azure based on regulatory and cost factors. Vendor-lock-in risk eliminated.

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Case Study ยท BFSI

Insurance Carrier: Power Platform Automation Across Claims-Side Workflows

An insurance carrier automated 47 claims-side workflows on Power Platform โ€” workforce-allocation, third-party requests, escalations. 28,000 claims-handler hours reclaimed annually.

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Case Study ยท BFSI

Tier-1 Bank: Microsoft 365 Copilot for Relationship-Manager Productivity

A tier-1 bank deployed Microsoft 365 Copilot to 4,200 relationship managers. Time on prep work down 38%; client-facing time up 22%.

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Case Study ยท BFSI

Fintech Scale-Up: AWS Migration with PCI-DSS Compliance from Day One

A scaling fintech migrated from a managed-hosting provider to AWS while achieving PCI-DSS Level 1 compliance. Migration completed in 6 months with…

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Case Study ยท BFSI

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…

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Case Study ยท BFSI

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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Case Study ยท BFSI

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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Case Study ยท BFSI

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…

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Case Study ยท BFSI

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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Case Study ยท BFSI

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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Case Study ยท BFSI

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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Case Study ยท BFSI

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…

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Case Study ยท BFSI

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 5ร— faster; leakage indicators dropped $8M…

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Case Study ยท BFSI

Top-10 US Mortgage Lender: 36-Hour Time-to-Decision with Salesforce FSC

A top-10 US lender replaced a 30-year-old origination platform with Salesforce Financial Services Cloud + Mergen DocAI. STP rose from 32% to…

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Case Study ยท BFSI

How a Fortune 500 Bank Cut Resolution Times by 60% with Mergen

A 12-week ITSM rollout for 40,000 users at a Fortune 500 bank โ€” saving $2.5M annually through tooling consolidation and process automation.

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