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Deliver secure, auditable IT Service Management throughout the organisation.

A powerful and secure ITSM solution for the financial services industry.

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Ensure exceptional customer service and top security with our ITSM software for the financial services 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.

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Cardiff City Council
...reduced their ongoing IT costs by implementing HaloITSM
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The Scottish Environmental Protection Agency increased efficiency by automating and integrating their daily processes with HaloITSM
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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

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. 

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.

You're in good company

100,000+ people, from 75+ countries, trust HaloITSM to deliver their IT Service Desk:

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