As a member of the Financial Services Special Interest Group, I’ve come to realize how much financial understanding can shape the success of businesses and industries. Many times, what slows business growth isn’t lack of effort or ideas, it’s poor financial planning, weak budgeting, or not knowing how to manage resources effectively. When business owners understand how money really works from cash flow to investment decisions  efficiency increases, waste reduces, and growth becomes sustainable. Finance isn’t just about numbers; it’s about making smarter choices that help businesses stand strong even in tough times. Let’s keep promoting financial education, transparency, and smart decision-making. When we get finance right, every other part of the economy grows stronger.   #Finance #BusinessGrowth #FinancialLiteracy #FinancialServices #EconomicDevelopment #FinancialSIG ... View more

  Hi everyone, I’m excited to be part of this community of professionals who are passionate about transforming financial services through ServiceNow. As we all know, the financial sector has unique challenges—regulatory compliance, risk management, customer experience, and operational efficiency, to name a few. To kick things off, I’d love to hear your thoughts on a few key questions: Which ServiceNow modules or workflows have had the biggest impact in your financial organization? How are you leveraging ServiceNow to improve compliance, audit readiness, or risk mitigation? Have you customized any solutions specifically for finance (e.g., loan processing, claims, fraud detection)? What are your biggest pain points when trying to align ServiceNow capabilities with financial business needs? Let’s use this space to share insights, best practices, and maybe even a few cautionary tales. Whether you're just starting your ServiceNow journey or you're deep into automation and integration, your experience is valuable. ... View more

We are a Workday/ServiceNow shop: Our HR product team is interested in discussing SNOW strategy as it relates to HRSD with other financial institutions in the US. Please send me a message if you/your team is able to meet to discuss knowledge, content, portal, LCEs etc.  VISA, Bank of America, Chase, Discover, Northern Trust,  Blackrock etc   Thanks.  ... View more

Not sure if this is the right place for this but throwing it out there.   Most organizations, especially financial institutions, have a legal process where they are occasionally required to hold records and devices for a period of time.  We call this "Legal Hold" in our company and our hardware asset team has a process for putting these devices into a segregated legal hold area.   In ServiceNow, there is no method to identify a device that has been pulled from the user but isn't being disposed of due to the legal hold obligation.     I've submitted an idea in the Idea Portal to add a new Lifecycle Status option for Legal Hold.  If you are experiencing the same problems properly identifying these devices that we are, please go upvote this idea.   Could you go give the idea I submitted an upvote if you are so inclined?   View Idea Page - Idea Portal (servicenow.com)   ... View more

  If you are a compliance officer at a financial institution who has to establish a set of rules and assigns tasks to stakeholders based on regulations, cases, requests, training, and more. We have a solution for.  By coordinating, automating, and gaining visibility into complex compliance processes like Dodd-Frank, Anti-Money Laundering, and the GDPR, this solution helps you break down the rules for each regulation or process to see workflow and approvals in real-time. The single-pane-of-glass view allows you to seamlessly assign tasks and pinpoint gaps, while compliance officers are able to intelligently escalate pressing regulatory issues as they arise. Take a look.  ... View more