Case Study: Investment and Financial Services Firm achieves 9/10 customer satisfaction and up to 30% operational cost savings with Atos Digital Workplace

Investment and financial services firm transforms its customer service and end-user support processes with Atos’ Digital Workplace

The Investment and Financial Services Firm needed to reduce the costs of customer and end‑user support while delivering a streamlined, interactive service experience and migrating from legacy systems to an agile, next‑generation environment with minimal disruption. To address heightened customer expectations, remote work, strict data security and high‑speed trading demands, the firm selected Atos and its Atos Digital Workplace to modernize support and workspace tools.

Atos implemented the Atos Digital Workplace — a managed suite of collaborative, secure, automated tools delivered via global 24x7 service desks, a dedicated customer service center, onsite trading‑floor support, a Service Desk Virtual Agent, business analytics (Journey Analytics/ClickFox), and identity and access management — with options such as OpenScape Xpert for smart trading. The program raised customer service satisfaction to 9/10, is projected to save 20–30% of operational customer‑serving costs, and helped position the firm to meet its 10% return‑on‑equity goal, demonstrating measurable efficiency, security and continuity gains from Atos’ solution.