Strengthening Visibility for Smarter Financial Services
A financial services and insurance company turned to CDW to modernize its observability platform with AI-driven insights before a critical open enrollment period, improving visibility and performance across key systems.
Seeing what matters, when it matters
49%
of financial services and insurance organizations say observability improves system uptime and reliability1
71%
say critical business application outages cost at least $1 million per hour, with a median cost of $2.2 million per hour1
How can financial institutions use observability to improve uptime and reduce costly outages during peak events like open enrollment?
A REAL-WORLD EXAMPLE
Modernizing Observability for High-Demand Periods
As open enrollment approached, the company knew its existing monitoring tools weren’t enough. The legacy platform struggled to connect with both mainframe and hyperscaler systems, leaving gaps in visibility and raising the risk of issues going undetected. With so much riding on this period, “good enough” observability wasn’t good enough anymore.
CDW stepped in as a trusted partner to help. By taking time to understand how the business ran and where the risks were, CDW worked with the organization to design a path to more modern, connected observability that could support both current needs and future growth.
THE TURNING POINT
Bringing Modern Observability to Life
CDW’s Observability practice partnered with the company to deploy a newer, more capable version of Dynatrace that could deliver deeper insight across its environment. The team started by assessing existing tools and visibility gaps, then worked with the organization to select and implement the updated platform in a way that aligned with its business priorities.
From there, CDW helped integrate mainframe and cloud systems into a more unified view and provided strong engineering support throughout the process. CDW followed a clear plan and stayed close to the company’s needs. The transition felt manageable, not disruptive, and the team went into open enrollment better prepared.
THE RESULTS
A More Reliable Environment When It Counts
By upgrading to an AI-powered observability platform with CDW’s help, the financial services company improved visibility, reduced risk and felt more prepared going into open enrollment. Teams had better insight, faster response and fewer surprises.
Here’s why it worked:
- The project finished ahead of schedule, saving time and reducing pressure
- The modern platform improved stability and customer confidence
- Strong collaboration between CDW and the customer kept the work on track
- The success created a foundation for future projects and deeper partnership
What’s next?
With a more modern observability stack in place, the organization is better positioned to keep fine-tuning performance, respond quickly to issues and support new initiatives with less risk and more insight.
Source: 1 New Relic, “State of Observability for Financial Services and Insurance,” April 2025
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