The Zurich release has arrived! Interested in new features and functionalities? Click here for more

Financial Services Operations

Connect your entire financial institution with one platform.

Latest on Banking Latest on Insurance

Hot Topics

Xanadu release for Banking: Expanded disputes proficiencies with Visa an...
blog

Xanadu release for Banking: Expanded disputes proficiencies with Visa an...

Tom Ormandy
Xanadu release for Insurance: Automation and Gen AI to improve P&C and l...
blog

Xanadu release for Insurance: Automation and Gen AI to improve P&C and l...

Tom Ormandy
Explore Best Practices for using...
Event

Explore Best Practices for using...

02/22/2024

Ieshia Lilly
Now Assist Quick Start Guide
Article

Now Assist Quick Start Guide

Now Assist is the label given to experiences powered...

Eliza

Getting Started

Welcome Guide

Product Checklist

Quick Start

Video Shorts: FSO Banking

Video Shorts: FSO Insurance

Recommended Training

FAQ

Measure and Grow

Measuring Success

Product Docs

Performance and Measurement

Value Measurement

On Demand Events

ServiceNow + Celonis Connected S...
Event

ServiceNow + Celonis Connected S...

07/20/2023

Ieshia Lilly

Resources

What's New Blog

For Banking

What's New Blog

For Insurance

What's New Blog

Release Notes

Entitlements

Store

Activity in FSO

Ask a Question

Question status: Question status:

Sorted by:

Streamlining Case Intake in FSO Workspace with Record Producer Launch

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 ...

Article

Zurich Release for Financial Services Operations

Exciting news — the Zurich Release for ServiceNow Financial Services Operations is here! This release has been a big one for us. Alongside new AI features and workflows, we really focused on improving how we support the front office engagement, pr...

blog

Live on ServiceNow: What’s New in the Zurich release for Financial Services Operations (FSO)

Join us for an exclusive webinar designed for banking and financial services professionals—including product managers, operations leads, transformation teams, and partners—who are looking to streamline banking operations and deliver connected, end...

Event
Virtual
Webinar

Fso or itsm

We are just starting our journey and our rep keeps stating that by starting with the fso module we will get all the capabilities of itsm plus other stuff we maybe can grow into. I've looked all over and I see some over lap (problem mgmt, service req...

Question

Fso vs itsm

Question

Implementation Assets on Now Create

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...

Article

New Finance Operations Management Enhancements Now Available for New York

Intelligent automation dominates the new Finance Operations Management (“FOM”) enhancements just released to the ServiceNow Store. Because FOM releases throughout the store, we are able to make them available now for those customers that have a New ...

blog

FSO Data Model Documentation Enhancements

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 ...

Article

Create a new CLO case

Hello all, We’ve successfully installed Financial Services Operations (FSO) on our vendor instance, along with the related applications: ServiceNow® Financial Services Business Lifecycle ServiceNow® Financial Services Client Lifecycle— including the ...

Question

Is there any workflow for Bad loan management in FSO banking ?

Question

Financial Service Operations (FSO) - Detailed Training ?

What FSO Training is available that is actual configuring and building out FSO to be scalable as more teams are brought into the platform?

Question

What's new for Financial Services Operations in the Yokohama Release

The Yokohama release for Financial Services Operations includes new ways to leverage AI and streamline dispute resolution. Increase AI-powered self-service Virtual Agent topic: Report a Dispute – Powered by Now Assist More and more contact cente...

blog

Resolved! Question about documentation on FSO forms and remote tables

Hello everyone, I was looking at the documentation for FSO, specially the integration use cases and on the following page: Agent submitting a case (servicenow.com) there is an example of a complain form, where there is one component called Account Se...

Question

Insurance – Financial Services Operations - Has ANYONE passed?

I have been studying for this exam for MONTHS. I have taken it 3 times, with the highest score being a 57%. I have went through and found every answer to each question in the Nowlearning and product docs and I still can't seem to pass. I was so confi...

Question

Claim management for Title Companies

Hello I would like to connect with experienced BPCs / TCs for the Claim Management for Title Companies to talk about best practices. Thanks,Nick

Question

Ask a Question

Top Helpful Authors

User

Count

Unanswered questions

Subject

Author

Posted

Create a new CLO case

‎04-14-2025 07:48 AM

Claim management for Title Companies

‎02-04-2025 01:51 PM

Looking for ServiceNow Opportunities in the Financ...

‎09-12-2024 09:04 AM

Individual Life servicing and Personal Line servic...

‎05-14-2024 06:16 AM

Hide a Embedded List

‎05-08-2024 07:15 AM

Let's connect together

Join us to make our over 890K member community even better. Create your free account and make the world work better for everyone.

Join the Community

Financial Services Operations

Hot Topics

Xanadu release for Banking: Expanded disputes proficiencies with Visa an...

Tom Ormandy

Xanadu release for Insurance: Automation and Gen AI to improve P&C and l...

Tom Ormandy

Explore Best Practices for using...

Ieshia Lilly

Now Assist Quick Start Guide

Eliza

Getting Started

Welcome Guide

Product Checklist

Quick Start

Video Shorts: FSO Banking

Video Shorts: FSO Insurance

Recommended Training

FAQ

Measure and Grow

Measuring Success

Product Docs

Performance and Measurement

Value Measurement

On Demand Events

ServiceNow + Celonis Connected S...

Ieshia Lilly

Resources

What's New Blog

What's New Blog

Release Notes

Entitlements

Store

Related Products

Customer Service Management

Industry Solutions

Now Assist & Generative AI

Workforce Optimization

Process Mining

Knowledge Management

Virtual Agent & NLU

ServiceNow Impact

Resolved! Question about documentation on FSO forms and remote tables

Let's connect together