Now Assist for Financial Services Operations (FSO)

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Now Assist for Financial Services Operations (FSO)

    Now Assist for Financial Services Operations (FSO) is a ServiceNow application designed to leverage artificial intelligence (AI) and the Now Large Language Model (LLM) to automate financial operations processes. It enables organizations to enhance efficiency and accuracy in financial services through agentic AI capabilities and workflows tailored specifically for financial operations.

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    Key Features

    • AI and Now LLM Integration: Utilize advanced AI models to automate and streamline financial workflows.
    • Agentic AI Capabilities: Employ intelligent agents that perform tasks autonomously within financial operations.
    • Financial Services Operations AI Agent Collection: Access a curated set of AI agents designed for common financial tasks.
    • Configuration and Usage Guidance: Provides clear instructions on configuring and using the Now Assist for FSO application to maximize benefits.

    Important Considerations

    • Availability Restrictions: Not all AI model providers or Now Assist features are available in all regions or regulatory environments, including specific data centers (FedRAMP, NSC DOD IL5, Australia IRAP-Protected), self-hosted environments, or regulated markets. Customers should verify availability according to their location and compliance requirements.
    • Data Processing and Privacy: Use of Now Assist involves data transfer from customer instances to centralized ServiceNow environments and potentially third-party cloud providers like Microsoft Azure. Data is managed under ServiceNow’s internal policies and compliance frameworks.
    • Data Collection and Usage: Inputs, outputs, and edits are collected to improve ServiceNow AI technologies. Customers have the option to opt out of data collection if desired.
    • AI Limitations and Responsibility: AI-generated outputs may not always be accurate or appropriate. Customers must test and evaluate results carefully, apply human oversight, and avoid sole reliance on AI for critical decision-making, especially in high-impact fields such as finance and legal.
    • Compliance with AI Acceptable Use Policy: Customers must adhere to ServiceNow’s AI Acceptable Use Policy, which may be updated periodically.

    Getting Help and Support

    • Access the ServiceNow Community on AI and Intelligence for collaboration and insights.
    • Search the Known Error Portal for troubleshooting articles.
    • Contact ServiceNow Customer Service and Support for assistance.

    Use the ServiceNow® Now Assist for Financial Services Operations (FSO) application to leverage AI and Now LLM to automate your financial operations processes.

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    Federal exclusion notice

    Important:
    • Not all model providers are available for customers with in-country SKUs, and some Now Assist products/features are currently unavailable for in-country customers. For more information, see the KB1584492 article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.
    • Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the KB0743854 article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.
    • Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.
    • Some AI products and skills are not available in Regulated Markets. For more information, see KB2593939: Regulated Markets AI Products/Skills Not Available. Be sure to check for availability updates in future releases.

    Troubleshoot and get help

    AI limitations

    This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by ServiceNow’s AI Acceptable Use Policy, which may be updated by ServiceNow.

    Data processing

    This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our CORE Compliance Portal.

    Data collection

    ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. Customers can opt out of future data collection at any time, as described in the Now Assist Opt-Out page.

    For more information, see the Now Assist documentation.