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| Table of Contents |
My library Knowledge Sources To Go is very popular, but it was intended mainly as a thematically grouped guide to standard sources and was provided by me as a PDF file. For certain topics, however, there is so much content that I can no longer include it in that document, as it cannot continue to grow forever.
For this reason, I have decided to handle such topics in individual community articles like this one instead.
What is Financial Services Operations?
The ServiceNow Financial Services Operations solution helps financial services institutions to reduce costs through automation, improve customer satisfaction, and embed risk and compliance controls across workflows. Financial Services Operations is a cloud-based digital workflow platform that is purpose-built to solve the unique challenges that banks face.
Entry point to the official product information pages
Entry point to the official product documentation
Re-wiring financial services operations for a bold future
Whitepaper
This is a success pack for the customers adopting one or multiple apps of ServiceNow's Financial Services Operations (FSO). This success pack will lay the foundation for better service delivery in any Financial Services Institution by supporting process integration across the front-, middle- and back-office.
Trainings & Courses
Partner Sales: Financial Services Operations (FSO) Accreditation Path 🔒
For the software sales professional, this sales accreditation offering provides the foundation required to effectively introduce, position and sell ServiceNow Financial Services Operations (FSO)
Partner Pre-sales: Financial Services Operations (FSO) Accreditation Path 🔒
For the software pre-sales professional, this accreditation offering provides the foundation required to effectively introduce, position and sell ServiceNow Financial Services Operations (FSO).
Partner Practice: Financial Services Operations 🔒
This course is intended for ServiceNow and the ServiceNow partner community who provide sales and pre-sales support to ServiceNow customers.
Financial Services Operations (FSO) Essentials
this course to learn about Financial Services Operations applications and basic implementation considerations.
Videos & Podcasts
2023-10-04 by ServiceNow Community
What’s new for Financial Services Operations in the Vancouver Release
With the new Vancouver release, you might be asking yourself, “What’s new for Financial Services Operations?” Well, this webinar has got you covered! The new Vancouver release expands the user’s toolbox for front office, client service, and operations teams in banking and insurance. Some of the new benefits include reducing dispute-resolution cycle times and enhancing transparency for customers and employees. Additionally, powerful new integrations provide a holistic view of applicant financial profiles, automated decisioning, and real-time credit checks for faster, more well-informed decisions.
FSO for Banking & Financial Institutions
Financial Services Operations for Banking is a cloud-based digital workflow platform that is purpose-built to solve for the unique challenges banks face. With Financial Services Operations, banks can:
- Deliver immediate, convenient client experiences
- Innovate at scale with a single system of action
- Digitize siloed processes and connect employees, functions, and any core system across a banks architecture
- Further accelerate time to value with automation, artificial intelligence, machine learning, and analytics
- Manage risk, compliance, and ESG objectives in real-time
Summarized overview in one PDF file
Kickstart a digital revolution in financial services and control it every step of the way.
Trainings & Courses
Financial Services Operations: Banking Essentials
Learn about the banking applications within Financial Services Operations.
Videos
2022-09-22 by ServiceNow Community
What’s New In Financial Services Operations For Banking?
Digital transformation is foundationally changing the way banks operate. Today, banks win by creating streamlined operations that deliver frictionless client experiences. In the San Diego release, Financial Services Operations (FSO) is completing its solution set for the significant revenue centers of banks, making it even easier for them to connect the front, middle, and back offices by eliminating silos.
Payment Operations
With Financial Services Payment Operations, streamline, automate, and future-proof the payment operations in the front, middle, and back office of your financial institution. The application supports both personal and business payment inquiries, claims, and debits.
Entry point to the official product documentation
Casde Study
Provides detailed guidance on the way that ServiceNow intends the process to-be.
From a People, Process, Data/Analytics and Technology perspective the typical insights and risks that may be faced during an implementation along with recommended solutions and mitigation options.
Product Architecture Blueprint
Describes the inherent functionality of the product and outlines the technical components in the form of a diagram.
Loan Operations
The ServiceNow Financial Services Loan Operations application is a solution in Financial Services Operations that supports personal and business loans. This solution enables your financial organization to quickly resolve customer-initiated requests and system-generated exceptions around loan servicing, and can help you transform your middle and back-office loan operations.
Entry point to the official product documentation
Expediting loan servicing requests
Case Study
Provides detailed guidance on the way that ServiceNow intends the process to-be.
From a People, Process, Data/Analytics and Technology perspective the typical insights and risks that may be faced during an implementation along with recommended solutions and mitigation options.
Product Architecture Blueprint
Describes the inherent functionality of the product and outlines the technical components in the form of a diagram.
Card Operations
With Financial Services Card Operations, streamline, digitize, and automate the card operations from the front to back office in your financial institution, so that credit card applications and card transaction disputes can be quickly processed.
Entry point to the official product documentation
Streamlining credit card onboarding
Case study
Provides detailed guidance on the way that ServiceNow intends the process to-be.
From a People, Process, Data/Analytics and Technology perspective the typical insights and risks that may be faced during an implementation along with recommended solutions and mitigation options.
Product Architecture Blueprint
Describes the inherent functionality of the product and outlines the technical components in the form of a diagram.
Treasury Operations
The Financial Services Treasury Operations application is a solution in Financial Services Operations that enables financial organizations to digitize the end-to-end onboarding of treasury products through automated workflows.
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be.
From a People, Process, Data/Analytics and Technology perspective the typical insights and risks that may be faced during an implementation along with recommended solutions and mitigation options.
Product Architecture Blueprint
Describes the inherent functionality of the product and outlines the technical components in the form of a diagram.
Complaint Management
The ServiceNow Financial Services Complaint Management application is a solution in Financial Services Operations that enables financial organizations to quickly and efficiently resolve customer complaints. This solution automates processes that facilitate cross-departmental collaboration and enable everyone to monitor and track complaint status, from initiation to resolution.
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be.
From a People, Process, Data/Analytics and Technology perspective the typical insights and risks that may be faced during an implementation along with recommended solutions and mitigation options.
Product Architecture Blueprint
Describes the inherent functionality of the product and outlines the technical components in the form of a diagram.
Customer Lifecycle Operations
ServiceNow Financial Services Business Lifecycle and Financial Services Client Lifecycle are a pair of applications in Customer Lifecycle Operations that offer management and oversight of the customer lifecycle process and services. These solutions provide streamlined workflows to gather information, verify identity documentation, and approve potential customers for banking services.
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be.
From a People, Process, Data/Analytics and Technology perspective the typical insights and risks that may be faced during an implementation along with recommended solutions and mitigation options.
Product Architecture Blueprint
Describes the inherent functionality of the product and outlines the technical components in the form of a diagram.
Provides detailed guidance on the way that ServiceNow intends the process to-be.
Deposit Operations
Financial Services Business Deposit Operations and Financial Services Personal Deposit Operations are a pair of applications in Financial Services Deposit Operations that enable your financial organization to digitize end-to-end management of origination, servicing, and closure of deposit accounts.
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be.
From a People, Process, Data/Analytics and Technology perspective the typical insights and risks that may be faced during an implementation along with recommended solutions and mitigation options.
Product Architecture Blueprint
Describes the inherent functionality of the product and outlines the technical components in the form of a diagram.
FSO for Insurance
Use Financial Services Operations insurance suite of applications to be agile, customer-centric, and responsive in resolving mid-term policy changes and requests. FSO insurance applications can help you do the following:
- Connect work across distribution, underwriting, and servicing teams to resolve customer issues and policy change requests faster.
- Eliminate administrative work from underwriting queues to prioritize written premium.
- Improve regulatory compliance through built-in controls and a complete audit trail.
Insurance Policy Operations - Process Guide
Provides detailed guidance on the way that ServiceNow intends the process to-be.
Summarized overview in one PDF file
Trainings & Courses
Financial Services Operations: Insurance Essentials
Learn about Financial Services Insurance Servicing within Financial Services Operations.
Commercial Lines Claims
The Commercial Lines Claims Application enables your organization to quickly set up the various stages of the claim process, starting from first notice of loss to claims settlement, enabling processors, adjusters, and special investigation agents to manage commercial insurance claims
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be.
Troubleshooting
