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CASE STUDY

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.

May 9, 2026 · 2 min read · By admin
At a glance
-3 KEY METRIC
Industry
BFSI
Topics
Advisory & Strategy · Platform Assessment
Published
May 2026
Headline outcome
-3 Top-3 levers identified, sourced from…

Measured outcomes

What this programme actually delivered.

-3

Top-3 levers identified, sourced from quantitative analysis

$40M

$40M Y1 outcome from executing on those levers

2

2-year roadmap signed by CIO + CFO + COO

18

Mergen retained for execution; 18 initiatives kicked off

The challenge

A tier-1 bank had a mature ServiceNow estate but suspected significant unrealized value. Leadership wanted an objective external view.

What Mergen delivered

2-week 9-dimension platform assessment covering process, platform, data, integration, governance, adoption, automation, AI-readiness, and operating model. Heatmap + peer benchmarking + prioritized improvement roadmap.

Outcomes

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