Deliver secure, auditable IT Service Management throughout the organisation.

Always be audit-ready

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. 

Security by design 

At HaloITSM data security and privacy are our highest priorities. Software development and service delivery are built around robust security and data privacy policies. By delivering a service focused on these principles, we are able to ensure high availability, confidentiality, and integrity of your data.