Financial services organisations operate in one of the most demanding regulatory environments of any sector. Every system failure has potential financial and reputational consequences. Every process must be auditable. Every data interaction must be secure and compliant. Halo gives financial services organisations a single, enterprise-grade service management platform that meets the security, compliance and governance requirements of regulated financial environments while giving every team, from technology and operations to HR, Facilities and Risk, the tools to deliver consistent, efficient and accountable service.
Audit Trails That Satisfy Regulators
Emergency services cannot afford technology or operational support failures. Halo 24/7 in-house support, ITIL-aligned incident management and proactive problem management give technology and operations teams the structure to detect, respond to and resolve issues fast, with major incident workflows and automated stakeholder communication ensuring that when something goes wrong, the right people know immediately.
Resilience and Business Continuity
Emergency services organisations are publicly funded and publicly accountable. Halo provides complete audit trails across every service request, approval, change and action, with real-time reporting that gives senior leaders, police and crime commissioners, fire and rescue authorities and other oversight bodies the visibility and documentation they need to demonstrate effective governance.
One Platform Across Every Function
Emergency services teams work around the clock, across shifts, on call and in demanding operational environments. Halo mobile-responsive self-service portal, AI-powered triage and 24/7 in-house support ensure that every colleague can get the support they need at any time, from any location, with every request tracked and responded to within agreed SLA targets.
AI With the Controls You Need
From technology and communications to HR, Fleet, Facilities and Finance, every support function in an emergency services organisation has service management needs. Halo brings them all together in a single, secure platform, each with its own service catalogue, workflows and SLAs, giving every team the tools to deliver the reliable, accountable service that frontline operations depend on.
Incident management for business-critical systems
In financial services, system downtime has immediate financial and regulatory consequences. Halo ITIL-aligned Incident Management module gives technology teams a structured, fast process for detecting, logging, triaging and resolving incidents affecting business-critical systems, with automated routing, priority-based SLA targets, major incident workflows and stakeholder communication tools.
Change management with full governance
Changes to financial services technology infrastructure must be carefully controlled, properly approved and thoroughly documented. Halo Change Management module provides a fully structured, CAB-enabled change process with risk assessment, impact analysis, change scheduling, rollback planning and complete audit trails, ensuring every change is properly governed and fully evidenced.
Asset and configuration management
Financial services organisations manage complex, interdependent technology estates where a single misconfiguration can have significant consequences. Halo Asset Management and CMDB module gives technology teams a single, accurate view of every asset and its relationships, with automated discovery, lifecycle tracking, impact analysis and configuration management included as standard.
Problem management and root cause analysis
Recurring incidents in a financial services environment carry both operational and regulatory risk. Halo Problem Management module gives technology teams a structured process for identifying root causes, managing known errors and driving permanent resolution, with full documentation that satisfies audit and compliance requirements.
Major incident management and communication
When critical systems fail in a financial services environment, the response needs to be fast, coordinated and fully documented. Halo Major Incident Management capability provides a dedicated workspace with automated stakeholder communication, war-room collaboration, timeline recording and post-incident review workflows that meet the expectations of regulators and senior leadership.
HR case management with regulatory sensitivity
Managing HR cases in a regulated environment, from performance management and disciplinary proceedings to whistleblowing and protected disclosures, requires a structured, confidential process with a thorough and defensible audit trail. Halo provides a dedicated HR case management framework with restricted visibility and step-by-step workflows.
Leaver management and access revocation
In financial services, prompt and complete revocation of system access when an employee leaves is both a security imperative and a regulatory obligation. Halo leaver workflows automatically trigger the right actions across IT, HR, Compliance and Facilities the moment a departure is confirmed, with a complete, timestamped record of every action.
Workforce compliance reporting
Halo gives HR and Compliance leaders real-time visibility across certification status, training completion, onboarding compliance and case activity, all filterable by team, department or regulatory population. Scheduled reports deliver the evidence regulators, auditors and senior leadership require.
Maintaining critical physical infrastructure
Financial services organisations operate from premises where physical infrastructure reliability is business-critical, from trading floors and data centres to branch networks and back-office facilities. Halo gives facilities teams a structured process for capturing, prioritising and resolving maintenance issues, with contractor management and SLA tracking ensuring business-critical infrastructure is always maintained to the required standard.
Physical security and access control management
Physical security is a regulatory and operational priority. Halo supports the management of physical access control requests, building access changes and security incident reporting, with approval workflows, audit trails and reporting that satisfy both internal security policies and regulatory requirements.
Multi-site and international facilities management
Large financial services organisations manage facilities across multiple offices, branches and international locations. Halo multi-site capabilities allow a single facilities team to manage the entire estate from one platform, with location-based configurations, regional SLA frameworks and reporting segmented by geography, business unit or asset type.
Customer Story
From ServiceNow to HaloITSM: How inlumi Gained Efficiency, Flexibility, and Cost Savings
As inlumi grew, they needed an ITSM solution that could keep pace. Frustrated by rising costs, complex customisation, and declining support with ServiceNow, they made the switch to HaloITSM.
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30%
Reduction in licensing costs
Incident Management
Structured, ITIL-aligned incident resolution that gets every issue to the right team immediately and keeps every stakeholder informed throughout.
Asset Management and CMDB
A single, accurate register of every asset across your organisation, with full lifecycle tracking, relationship mapping and automated discovery.
Self-Service Portal
A branded, intuitive portal that makes it easy for everyone to get the help they need, from any device, at any time.
Workflow Automation
Automate complex, multi-step processes across every department so your teams spend less time managing requests and more time delivering outcomes.
SLA Management
Set, track and enforce service level agreements across every team and every request type, with automated escalation when targets are at risk.
Reporting and Dashboards
Real-time insight across every service function, from individual team performance to organisation-wide trends, with drag-and-drop dashboards and scheduled reports.
Change Management
A structured, auditable change process that protects your organisation during system updates, infrastructure changes and planned maintenance activities.
Knowledge Management
Capture, organise and share knowledge across every team so common questions are answered faster and expertise is retained across the organisation.
Triage & Routing
Self-Resolution
Virtual Agent
Intelligent Ticket Triage and Routing
Halo's AI automatically classifies every incoming request, identifies its priority and routes it to the right team without manual intervention. For Financial Services organisations managing high volumes of requests, AI triage means resolution starts the moment a ticket is raised.
AI-Assisted Knowledge and Self-Resolution
Halo's AI surfaces relevant knowledge articles at the point of need, suggesting solutions before a ticket is submitted and recommending resolutions based on similar historical cases. The result is faster resolution, fewer unnecessary tickets and a consistently higher quality of service.
Virtual Agents
Halo's virtual agent gives every person across your organisation a fast, intelligent first point of contact, available around the clock without any human intervention required. End users can raise requests, report issues, check the status of existing tickets and find answers to common questions through a conversational interface that feels natural and immediate.
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