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Financial ServicesMobility Governance

Financial Institution Recovers $96K and Centralizes Mobility

How a financial institution running 657 devices across regulated workflows synchronized Verizon and MaaS360 into one governed record, recovered $96,000 a year, and cut a fifth of the administrative load.

$96K
Annual mobility savings
657
Devices in one governed record
20%
Reduction in operational workload
$10K
Repair and asset recovery savings

Mobile devices supported regulated workflows across multiple branches and departments, including client servicing, compliance, and human resources. Mobility was deeply integrated into daily operations.

The mobility environment was functioning. Devices were active, invoices were processed, and policies existed.

But it was not optimized.

As the mobility fleet expanded, visibility declined. Device activity, billing data, and lifecycle tracking became harder to govern across systems and departments.

The Challenge: Manual Oversight Created Hidden Mobility Risk

The issue was not mobility usage. It was visibility.

Every month, teams reconciled carrier billing reports, device inventories, lifecycle records, and cost center assignments. Manual governance became routine. Suspensions were delayed, asset recovery slowed, and reporting required continuous validation across disconnected systems.

🔌

Unused lines accumulated

Lines stayed active over time as roles changed, quietly adding recurring charges.

📊

Plans drifted from usage

Data plans fell out of sync with actual usage, with no centralized way to catch the drift.

🗂️

Conflicting records

Cost center records conflicted with carrier data, and devices lacked clear lifecycle status across redeployment.

We knew the tools were there, but we didn’t have a clear picture of what was actually active or driving spend.

IT Leadership — Financial Institution

Those conditions limited operational clarity and made mobility increasingly difficult to govern at scale.

The Solution: Centralized Mobility Governance and Automated Oversight

The first step was not cost reduction. It was control.

Carrier data, device records, billing activity, and lifecycle workflows were synchronized into a centralized mobility environment. Usage activity became measurable, reporting became consistent, and lifecycle actions were validated automatically instead of requiring repeated cross-checking between systems.

Three integrated solutions established control:

AI Optimization

Analyzed real-time billing and usage activity to eliminate inactive lines and continuously align plans with actual device usage.

OneSync Integration

Connected Verizon and MaaS360 data into a synchronized reporting environment, creating reliable visibility across device status, usage, and billing records.

Lifecycle Management

Centralized inventory and depot workflows, improving suspensions, asset recovery, redeployment, and lifecycle control.

Together, these capabilities transformed fragmented mobility operations into a governed, compliant environment with stronger visibility, automation, and cost oversight.

The results

Clear Visibility, Reliable Governance, Measurable Savings

With centralized oversight in place, mobility operations became more accurate, automated, and reliable — a governed program built on synchronized systems.

$96K
Annual mobility savings
$10K
Repair and asset recovery savings
20%
Reduction in operational workload
657
Devices governed across every branch
  • Centralized reporting across billing, usage, and device activity
  • Improved lifecycle visibility and governance consistency
  • Automated synchronization between carrier and MDM data
  • A governed, compliant mobility program without disrupting operations

Solve(X) took us from uncertainty to reliable data, trusted reporting, and stronger control.

IT Leadership — Financial Institution
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