StoneX
StoneX – Service Now
Client Profile
StoneX is a global financial services firm offering execution, clearing, and advisory services in commodities, securities, and foreign exchange. They operate a secure internal infrastructure to manage data workflows across departments.
Client Industry
Financial Services / FinTech
Business Challenges
StoneX needed a better way to manage internal IT requests. Their teams were spending too much time doing things manually—like creating user accounts, resetting passwords, and approving secure access. These repetitive tasks slowed down operations and left room for errors. They needed a faster, more organized way to handle it all.
- Creating new user accounts was a manual process and often delayed
- Password resets and access approvals were taking up too much staff time
- Teams didn’t have a single, simple place to request technical support
- Managing database access across teams was confusing and inconsistent
- The old system had no automation, which made routine tasks slow and inefficient
Solution
To solve these issues, Plego developed custom forms and automation inside StoneX’s internal system (ServiceNow). Now, their teams can submit requests quickly and easily – from creating users to gaining secure access. Everything runs smoother, with less manual work and fewer delays.
Here’s how Plego helped:
- Built easy-to-use request forms that work inside their internal ServiceNow portal
- Automated user setup, password resets, and IP address approvals—no more manual steps
- Linked the forms to their automation tool (Octopus) for fast processing
- Created clear options for requesting access to internal databases
- Gave every department one place to go for IT needs, saving time and reducing back-and-forth
- Improved accuracy and security by reducing human error and standardizing the process
MFT New User Creation
We built a form in ServiceNow that lets internal teams create new users for StoneX’s “GoAnywhere” Managed File Transfer (MFT) platform.
The form collects all necessary info – like company name, contact details, and environment type – and automatically triggers backend workflows to set up the user without any manual steps.
It connects with Octopus (automation tool) for seamless execution.
MFT IP Whitelisting Request
To help users securely access StoneX’s MFT system, we created a custom request form for IP whitelisting.
Employees just fill in the account and IP details, and the form validates the input before passing it to the backend for automatic processing – saving time and reducing chances of error.
MFT Account Unlock / Password Reset
Another custom-built ServiceNow form allows users to quickly unlock MFT accounts or reset passwords. Previously, this was done through long manual processes.
Now, it’s a quick, form-based workflow that triggers the right actions based on the user’s choice – all automated behind the scenes.
Database Access Group Membership Request
This catalog item enables internal teams to request access to specific databases or clusters. The form guides users to select the right server, cluster, and permission level, making sure requests are accurate and easy to process.
It’s tied to the database team’s internal workflow, improving efficiency and accuracy.
Back-End Development & Workflows
All catalog items were backed by smart backend logic using JavaScript and JSON inside ServiceNow.
We used dynamic form validations, role-based access, and automated backend flows to ensure each request type (user creation, password reset, etc.) was processed instantly and error-free.
Each item followed StoneX’s security and compliance standards.
Technologies Used
ServiceNow, JavaScript, JSON