Case Study: How a Financial Services Leader Modernized IT Asset Management with AssetTrack
Industry: Financial Services
Employees: 18,000+ globally
Asset Count: 40,000
Headquarters: United States
The challenge.
Managing over 35,000 IT assets across multiple U.S. offices had become increasingly complex for this financial services organization. Legacy tools caused bottlenecks and confusion:
Assets weren’t always tied to the right employees.
Updates lagged, leaving teams without real-time visibility.
The return process created accountability gaps and risk.
For a company built on trust, compliance, and precision, these inefficiencies threatened both employee productivity and customer confidence.
The partnership.
To modernize IT asset management, the company partnered with AMI. The solution: replacing a patchwork of legacy tools with a unified system powered by ServiceNow HAM and AssetTrack for ServiceNow.
This shift enabled the organization to move from reactive asset tracking to a proactive, streamlined approach.
The solution.
With AMI’s expertise, the company:
Simplified the employee experience by embedding AssetTrack directly in ServiceNow—no extra servers or manual workarounds.
Enabled real-time visibility with automatic updates, ensuring accurate asset data at all times.
Improved accountability by linking every asset to a specific employee, reducing loss and guesswork.
Streamlined returns with a closed-loop check-in process that ensures full chain-of-custody.
The results.
The transformation delivered measurable impact:
Higher productivity with faster, real-time updates.
Clear ownership of every asset from purchase through return.
Improved compliance and audit readiness with transparent reporting.
Greater trust and confidence in IT operations company-wide.
Looking ahead.
Today, this global financial services leader runs on an IT asset management system that is:
Reliable and consistent
Scalable for a growing global workforce
Built for accountability, efficiency, and compliance
By partnering with AMI, the company established a foundation for long-term operational success in IT asset management.
Interested in partnering with AMI to transform your Asset Management? Contact Us
