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ServiceNow Platform

Implementing ServiceNow Solutions for a Prominent U.S. Based Full-Service Brokerage Firm



Our client is a premier full-service brokerage in the U.S providing vital services including business insurance, employee benefits, private client coverage, and retirement solutions. Serving businesses and individuals nationwide, they ensure comprehensive risk protection and attractive benefits. With tailored offerings, they safeguard unique assets and deliver personalized retirement planning. This brokerage's holistic approach and nationwide presence make them a trusted partner for diverse financial needs, solidifying their position as a prominent player in the industry.


Consistently acknowledged as an outstanding workplace, our client grappled with an ad-hoc helpdesk system that led to operational inefficiencies and compromised the value of their IT branding. Relying on a manual CRM tool, the Insurance Service Provider encountered delays and cost overruns. Despite having multiple departments, a unified IT issue resolution system was absent, leaving employees unfamiliar with ITSM tools.

Featured Insights

September 8, 2023

Deploying ServiceNow Software Asset Management for a Swiss Chemical and Biotechnology Firm

Introduction Headquartered in Switzerland, the client holds a prominent position in the realm of chemical and...
Case Studies
September 13, 2023

Implementing Test Automation for Web Portal and Salesforce Service Platform

Introduction The Customer, a US-based provider, plays a vital role in equipping public utility rooms in the US and...
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October 25, 2022


Introduction A premier bank on the US west coast, it serves Fortune 500 firms with retail and investment banking, along...
Case Studies

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