Case Study: a global top 20 accounting firm creates a seamless digital client experience with Advance Solutions

Building a Cutting-edge Digital Client Experience App for a Global Top 20 Accounting Firm

The customer, a global top 20 accounting firm, partnered with Advance Solutions to digitally transform its client experience. The challenge was to build a modern, web and mobile application that would centralize client communication, streamline onboarding, and create a community ecosystem to meet evolving customer expectations in a competitive landscape.

Advance Solutions delivered a bespoke solution built on the ServiceNow platform, integrating it with CRM, Okta, and multiple third-party systems to create a unified digital hub and a certified mobile app. The result was a seamless, secure client experience that exceeded the initial project goals. The solution was successfully launched for an initial group of nearly one hundred clients with no major issues, fostering greater client connection and community engagement from the outset.