In the competitive financial services market, effective use of technology and its underlying processes are crucial to success. With the aim of improving and future-proofing IT services wealth management company, Charles Stanley, sought to transform its service management processes, aligning with the ITIL framework on a flexible ITSM platform.
Upgrading to SaaS
By upgrading its existing Sunrise ITSM platform from on-premise installation to SaaS, Charles Stanley has been able to put in place pragmatic ITIL-based support with faster issue resolution, better management reporting and the ability to introduce new features such as self-service and a configuration management database.
“We now have dashboards that give real visibility into our activities, enabling managers and the executive team to track exactly what is happening. My manager could immediately see the value from the new insights.”
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