---
sourceDocument: Yokohama Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/financial-services-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Financial Services Operations (FSO)

# Financial Services {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The ServiceNow®
Financial Services Operations (FSO) solution helps financial services institutions to reduce costs through automation, improve customer satisfaction, and embed risk and compliance controls across workflows.

|-|-|-|
| [ExploreIntroduction to core concepts and features.](https://www.servicenow.com/docs/elMm9n~8oSzgv3Ztk5Y~yQ "Use the ServiceNow Financial Services Operations (FSO) application to help create a seamless experience for your customers, agents, and managers while resolving issues and initiating and fulfilling requests.") | [Configure Plan and configure your implementation.](https://www.servicenow.com/docs/GZCUDWY8x4qEDQ0mVDMUtA "Set up your Financial Services Operations application by importing financial services data and reviewing and configuring the components installed with the application. You can configure record producers, Workflow Studio flows, assignment groups and rules, workspace, playbooks, and service level agreement definitions for Financial Services Operations applications. These settings enable creating and managing requests and tasks for banking operations.") | [IntegrateExtend FSO capabilities by integrating with other applications.](https://www.servicenow.com/docs/A4UArS411L~9u3I_OcORww "Financial Services Operations (FSO) integrations provide seamless client experiences with automated verification and acceptance.") |
| [UseManage and configure banking and insurance solutions.](https://www.servicenow.com/docs/ZIXUMybac2rATYSlTuS_dw "Use Financial Services Operations banking suite of applications to improve productivity by avoiding manual processes, information silos, and failures in communication.") | [AnalyzeAccess preconfigured dashboards with actionable data visualizations to monitor and improve your service.](https://www.servicenow.com/docs/h4mR4FpN_hzqquJTVZfQwQ "The Platform Analytics Solution contains prepackaged Performance Analytics content that you can use with other ServiceNow AI Platform products. The solution provides you with data visualizations that help you to improve your business processes and quantify the value of your self-services.") | [AutomateUse Now Assist for FSO to enhance user productivity and efficiency through proactive experiences using generative AI.](https://www.servicenow.com/docs/SI_WRP6CKTHcXIdpgigrBg "Use the ServiceNow ServiceNow Otto for Financial Services Operations (FSO) application to leverage AI and Now LLM Service to automate your financial operations processes.") |
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## Additional resources {#fso-overview__section_mkm_mqs_vqb}

* Learn more about what's new and changed in this release at [Financial Services Operations release notes](https://www.servicenow.com/docs/access?context=financial-services-operations-rn-landing&version=yokohama&pubname=yokohama-release-notes&ft:locale=en-US).
* Log into your ServiceNow account and find additional information about implementing and deploying Financial Services Operations features at [Best Practices](https://mynow.servicenow.com/now/best-practices/home).
* Work with an implementation specialist to streamline your Financial Services Operations setup process. To learn more, see [ServiceNow
  Impact](https://www.servicenow.com/success.html).
* Access real-time courses, self-paced training, and career resources at [ServiceNow University](https://learning.servicenow.com/now/lxp/home). For example, there are suite certifications for [FSO Insurance Professional](https://learning.servicenow.com/lxp/en/pages/now-learning-get-certified?id=amap_detail&achievement_id=33a55c0147ee3d9050593369126d4306&s=1&ssa=3) and [FSO Banking and Wealth Management Professional](https://learning.servicenow.com/lxp/en/pages/now-learning-get-certified?id=amap_detail&achievement_id=7765d8cd47ae3d9050593369126d4381&s=1&ssa=3).
* Connect with other Financial Services Operations users in the [FSO community forum](https://www.servicenow.com/community/fso/ct-p/financial-services-operations).
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