ITSM Software for Finance and Banking
A powerful and simple ITSM solution for the financial services industry
Trusted by 100,000+ people across 40+ countries to deliver their ITSM Software for Finance and Banking
Ensure exceptional customer service and top security with our ITSM software for the Finance and Banking industry
Within the finance and banking industry, organisations are technology and data driven and work with many tools, integrations and processes. Alongside this, an extraordinary customer experience and top security is required for the retention of customers.
HaloITSM delivers a best-in-class, secure ITSM software for finance and banking companies to benefit from one centralised system for ITIL processes such as incident, problem and change management. With endless functionality which can be configured to your exact needs and scaled throughout multiple departments, HaloITSM provides a secure, powerful and efficient system.
Provide Exceptional Customer Service
The finance sector relies heavily on providing an outstanding customer service experience. With Halo’s ITSM software for finance and banking you can deliver an exceptional service with a fast, simple and fully configurable system. Fully tailored to suit your business, we grow with you as your needs change.
- Easily manage incidents and meet SLAs through HaloITSM’s ITIL-aligned incident management. Automation of workflows and centralising communications has never been easier.
- Never violate an SLA again with our SLA Management facility. Create multiple and customisable SLA groups, timings, priorities and descriptions for response and resolution times. Experience automated escalation rules and emails to communicate effectively throughout your organisation.
Resolve issues with Incident Management
It’s imperative to resolve issues as fast as possible in finance and banking sectors. With Halo’s ITSM software for finance and banking, you can easily manage incidents and meet SLAs through an ITIL-aligned incident management. Automation of workflows and centralising communications has never been easier. This is crucial to avoid service disruption across devices and teams.
CMDB & Asset Management
The finance industry needs asset management in order to have a log of their critical assets. These are often logged manually, but this is slow and open to human error. Assets get lost, damaged or even stolen, so by moving to our asset management tool you can ensure safety.
Use Halo’s ITSM software for finance and banking to control your CMDB, track your configuration items and visualise dependencies between CIs. Log incidents and problems against CIs and identify systematic failings before they cause major incidents.
Stay in sync with one centralised system
With the finance industry having a combination of new and legacy systems, one centralised simple tool is necessary for the visibility of projects and tasks. Halo’s ITSM software for finance and banking provides multiple tools to configure the system to your exact requirements. You can easily assign users to tasks, track your teams’ work, integrate your apps and connect your calendar to sync all your meetings and appointments.
- Integrate with SIEM tools
- No more switching between mailboxes
- Record all telephone conversations in one system for increased efficiency
- Add team members to a project
- Complete communication history
Empower your teams with a single solution
With our end-user portal, all staff have a single space for information, announcements, questions and services.
Gain freedom with a fully customisable, white label portal to create an extension of your organisation. Control the information they see and action they can do depending on the user.
- Give staff the ability to find answers quickly with the knowledge base, FAQ’s and canned responses on the self-service portal
- Allow staff to find all the resources and services they need in one location, such as requesting for specific items and services with the service catalogue
- Our ITSM software for finance and banking provides an integrated platform and end-to-end visibility, capturing entire projects, workflows and assets with ease.
Minimise disruption and standardise service
Downtime and maintenance is essential in all organisations. However, with the finance industry, these are critical to ensure the safety and reliability of services across the board. To minimise this disruption, Halo’s ITSM software for finance and banking provides full transparency and visibility to prepare and inform of these outages.
- Track, plan, and execute organisational changes of any scale with Halo’s ITSM software for finance and banking and its outstanding problem and change management capability. Ensure deadlines are met and practices remain standardised throughout your entire company.
- Inform and warn of any service outages so staff can prepare. This helps minimise disruption and improve customer satisfaction
- Have clear visibility of previous outages and downtime to make informed decisions as when to schedule maintenance.
Want to see HaloITSM in action?
Book 30 minutes with a member of our team to find out how our ITSM software for finance and banking can transform your IT department!
Track your assets and visualise dependencies between configuration items. Identify and log incidents and problems against assets and identify systemic failings prior to causing major incidents.
Easily manage incidents and meet SLAs through HaloITSM’s ITIL-aligned incident management. Automation of workflows and centralising communications has never been easier.
Share a live view of all projects on the go to gain clarity and visibility. This simple dashboard updates automatically, so you can keep track of projects and make resource spend transparent.
Escalate and automate the management of ongoing problems, investigate root causes of issues, and achieve in-depth resolution.
Control what is sold to your customers. Track dates and documents, or go further and work out what is billed, where and how in accordance with contract data.
Build your knowledge base by turning solutions into articles. Increase productivity and make information easily accessible with the ability to share knowledge and canned responses.
Automate workflows and centralise communication to easily manage incidents and meet SLAs with ITIL-aligned incident management
Reactive to Proactive
Increase productivity and make information easily accessible by sharing knowledge and canned responses in the Knowledge Base.
Empower End Users
Create an extension of your service with the self-service portal. Reduce costs, increase productivity and share knowledge
Never breach an SLA again. Experience less disruption by automating escalation rules and emails to communicate effectively.
Solve issues faster by aligning IT to the business needs with a simple, fully configurable system.
Improve efficiency and achieve top service delivery with ITIL-aligned frameworks.
With one centralised system it’s never been easier to stay connected, keep to deadlines and manage projects effectively.
Cost Per Ticket
Utilise automation, problem and change management, the Knowledge Base and more to reduce the cost per ticket.
All Modules as Standard. Unlimited Usage.
Keep things simple. Powerful ITSM with tailored support from Experts.