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on 11-05-2024 08:12 AM
This article will provide answers to frequently asked questions about Financial Services Operations (FSO).
Getting Started
What is Financial Services Operations?
The ServiceNow® Financial Services Operations (FSO) solutionhelps financial services firms to reduce costs through automation, improve customer satisfaction, and embed risk and compliance controls across workflows. FSO is a cloud-based digital workflow platform that is purpose-built to solve the unique challenges at financial institutions and insurance companies face.
What are the capabilities in the latest release?
Check out these articles: What’s New in the Xanadu Release for Banking , What’s New in the Xanadu Release for Insurance
Are there release notes available?
Yes, see Release Notes for Financial Services
Where can I access product documentation for FSO?
All of our product documentation for FSO is on the ServiceNow Docs Site
Do I need to install a plugin or purchase anything to activate FSO?
Yes, FSO requires a license. Contact your account representative to get pricing.
To activate FSO, start here: Getting Started with Financial Services Operations
Are there any videos that I can watch to learn more about FSO and the included features?
For quick and simple demos, see Financial Services Operations – Banking & Financial Services Operations – Insurance channels.
I think I have a bug or defect with FSO, what do I do?
If you believe you have encountered a defect with FSO, log a case using the Now Support portal.
Where can I request a new feature or enhancement for FSO?
For functionality that you wish to be added to the roadmap, log an idea or vote for one on the Idea portal.
Implementation & Configuration
Where can I find content for implementing FSO?
The FSO NowCreate Site has many assets to guide you through implementing and configuring FSO.
What should I know before implementing FSO?
The Financial Services Operations (FSO) for Implementers course covers core configuration and administration of ServiceNow FSO.
What should I know before configuring FSO?
The Insurance – Financial Services Operations (FSO) with CSM Professional Suite and the Banking and Wealth – Financial Services Operations (FSO) with CSM Professional Suite courses covers core configuration and administration of ServiceNow CSM, what FSO is built on top of, as well as the setup, configuration, and use of applications within included with Financial Services Operations. These courses are optimized for Insurance and Banking, respectively. You can earn Certifications for either or both depending on your area of focus.
Integration
What integrations does FSO have?
There are hundreds of applications available to ServiceNow customers via the ServiceNow store
Additionally, there are several integrations that have been purpose-built for FSO, to specifically support the needs of our customers in the financial services space. Refer to our list of purpose-built integrations here.
Reporting
How do I measure the impact of FSO?
See Measuring Success with Financial Services Operations.
Related FAQs
