Freedom Financial Network delivers
instant I.T. help with AI

Freedom Financial

95%

of password resets completely automated

Moveworks takes the complexity out of IT support for our employees. Now they simply chat with a conversational bot in Slack to get their issues resolved and get work done. Mark Tonnesen, CIO, Freedom Financial

A high-velocity workforce demands fast solutions

Freedom Financial is known for its innovative approach to banking. For customers who have traditionally been underserved by the banking industry, the company provides services that help restore their financial health. CIO Mark Tonnesen brings the same commitment to innovation to the IT systems used by Freedom Financial’s employees, most recently by deploying Moveworks to resolve those employees’ IT issues instantly. 

Running a large customer service operation means lots of hiring and training new entrants to the workforce. This can be a challenge because these workers—many are digital natives fresh out of college—have high expectations for the tools they use, and little experience with traditional enterprise software. The answer Tonnesen’s team envisioned was a simple, intuitive chat interface for IT and business processes, powered by natural language understanding that translates employees’ requests to specific actions in enterprise tools.

Tonnesen says, “Employees are frustrated when they have to navigate a bunch of portals and enterprise dashboards. If we can give them an AI assistant that finds things for them, rather than making them learn to navigate more menus, we’re unlocking productivity.” 

Challenges

  • Employees unable to find and use siloed IT portals
  • Inability to resolve routine IT issues like password resets without involving help desk

Results

  • Implemented single point of contact for IT support on Slack
  • Resolves routine tech issues and answers employees’ questions instantly

Bot

Avatar_FreedomFinancial_Alfred Alfred

Freedom Financial_chatbot

Empowering employees to self-service on Slack

Launched in March 2019, Moveworks is a chatbot in Slack that allows employees to get instant IT help—without having to call the service desk or navigate to a portal. Known internally as Alfred, Moveworks uses advanced natural language understanding (NLU) to converse with Freedom Financial’s employees just as they would to an IT agent. Alfred then determines the best resolution to their issues and delivers that resolution right there in Slack.

Tonnesen has realized massive time savings by empowering employees to reset passwords, get new software, add themselves to mailing lists, and more—all without leaving Slack.

“Moveworks elevates Slack from being just a communications tool to being a place where employees go to take actions in all kinds of enterprise systems,” Tonnesen said.

 

Part of a bigger vision to unlock people’s potential

Freedom Financial is focused on unlocking people’s potential, both for its customers and for its employees. With Alfred, the IT team has delivered on this vision, unlocking the potential of employees by freeing up their time. Now, resolving tech issues is fast and automatic for employees. And for the IT team, the benefits have been equally liberating: IT agents have won back valuable time.

Tonnesen says that what his team has done for IT service delivery today is just the beginning. Next, he plans to automate delivery of HR and finance services. Asked what he’d like to see in the Moveworks solution, he says, “Everything! I wish Moveworks would hire hundreds of engineers tomorrow and automate my HR and finance operations as they’ve enabled me to automate my IT operations.”

Avatar_FreedomFinancial_Alfred

Key Integrations

Slack

Chat

ServiceNow

ITSM

Okta

IDAM

Read the full case study