Explore Financial Services Customer Lifecycle Operations

You can use Financial Services Customer Lifecycle Operations to simplify and streamline the management of business and consumer accounts throughout their entire customer life cycle.

Key features

• Reduce the complexity of the account application and services with a unified playbook experience.
• Create and manage multiple cases within a single onboarding workflow.
• Collect and organize essential documentation using the ServiceNow® Financial Services Document Management application.
• Manage and verify potential clientele using the Know Your Customer (KYC) and Know Your Business (KYB) processes.
• Focus on specific tasks and complete them in the right order by using custom workspaces and roles.

Financial Services Customer Lifecycle Operations applications

The business and customer life-cycle service requests are supported through the following applications:

Financial Services Business Lifecycle

With this application, manage the creation, maintenance, and resolution of business account applications. Validate required documentation, perform Know Your Business verification, and finalize the approval process, all from one centralized workflow.

You can enable Financial Services Business Lifecycle by installing the application (sn_bom_clo_b2b) from the ServiceNow Store.

Financial Services Customer Lifecycle Operations

With this application, manage the creation, maintenance, and resolution of personal client account applications. Validate required documentation, perform Know Your Customer verification, and finalize the approval process, all from one centralized workflow.

You can enable Financial Services Client Lifecycle by installing the application (sn_bom_clo_b2c) from the ServiceNow Store.

Financial Services Customer Lifecycle Operations personas

Financial Services Customer Lifecycle Operations is designed for the following personas:

Table 1. Personas for Financial Services Customer Lifecycle Operations

Persona	Description
Administrators	An Account Administrator is responsible for configuring the application.
Managers	An Account Manager reviews reports, dashboards, and SLAs.
Agents	Agents include in-branch employees and back-office workers who handle various tasks within the account creation process. These roles include: Account Lifecycle Agents Contact Lifecycle Agents Client Lifecycle Agents Credit Agents Documentation Agents KYC Agents Relationship Managers