Background: In the world of financial services, a single party, whether an individual or an organization, can engage with a financial institution in multiple, distinct roles. These roles reflect the complexity of modern financial ecosystems and the d...
Customer onboarding and KYC processes remain one of the most critical yet challenging operational areas for financial institutions. The roots of inefficiency lie deep within the bank's operational structure that rely on a fragmented ecosystem of silo...
Follow these high-level steps to install and configure ServiceNow Financial Services Operations (FSO).  First refer to Configuring Financial Services Operations & additionally leverage Customer Service Management (CSM) Product Checklist to configu...
Task Plan Templates are one of the most impactful features for streamlining case management in ServiceNow. As discussed in the below video, these templates allow process owners to predefine sets of tasks that can be applied to cases based on specific...
  As part of the Zurich release for FSO case management, we’re introducing a powerful enhancement that simplifies case intake for both consumers and agents: record producer launch directly from the FSO service selector. 里 What’s the Feature? If a ...
Now Create offers step-by-step delivery guidance based on real-world experiences and proven leading practices gained from thousands of successful implementations. Take advantage of these documents, created by our subject matter experts, to assist w...
Hi Community, We've been listening to your feedback, and as part of the Xanadu and Yokohama releases, we've refreshed and updated our Data Model documentation for Financial Services Operations (FSO). These changes are designed to help you plan and ...
ServiceNow Learning training and certification sets you and your business up for success, which is why it’s critical to make training an essential part of your ServiceNow program. By building the right skills, you can deliver more value faster, incre...
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 s...
Measuring financial services business outcomes with Financial Services Operations So, you’re using ServiceNow Financial Services Operations to deliver an exceptional customer and/or agent experience, and you’d like to know how to get maximum valu...
To understand how the out of the box processes work in ServiceNow by product, review the listed process guide/s. Then align your process to ours to see where there are differences and gaps. This will help you create your requirements prior to startin...
On-time and accurate payments are the foremost important elements for managing working capital and good vendor relationships. Despite knowing this, enterprises take a sluggish approach to handle large volumes of invoices coming from differen...
I recommend bookmarking this article so that you are automatically notified by email when changes are made by me.If you miss any content, please leave it as a comment and I will add it to this article. Table of Contents What is Financial Services ...
Bristlecone Inc. developed the SAP ECC and HANA Spokes for Integration Hub. SAP ECC and HANA are the industry leading ERP systems. However, SAP integration can be complex. ServiceNow customers may or may not have sufficient SAP functional or techn...
Welcome to ServiceNow® Financial Services Operations (FSO) Are you ready to start your FSO implementation journey? This guide gives you valuable information you can share with your team, including proven guidance and links to key resources—all desig...
It always helps to understand how ServiceNow products work foundationally and how they are connected to other products, which is the purpose of the following product architectures. Card Operations Complaint Management Customer Lifecycle Operations De...
Deploying a new product can be daunting, which is why we are providing content with a variety of information and insights to help you plan your implementation. Review these articles before you start! Card Operations Complaint Management Cust...
Before starting implementation, it's always a good idea to conduct a process workshop to verify processes and identify requirements. Listed here are process workshop guides you can use to run workshops if you are self-implementing or to prepare if y...
I encountered an issue when activating only the Financial Services Operations Core plugin in that while the Financial Services Cases and Tasks lists are added to the Platform UI, they are not added by default to the CSM/FSM Configurable Workspace. I...
At the surface, AP is destined for greater things, supported by the growing perception that the function adds real value to the enterprise at large. However, as per Ardent Partners’ Accounts Payable Metrics that Matter in 2020, several sizable barri...
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