Now Assist for Financial Services Operations (FSO)

  • Release version: Australia
  • Updated March 12, 2026
  • 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 enhance financial operations by leveraging AI capabilities and agentic workflows. It automates various financial processes to improve efficiency and accuracy within financial services organizations.

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    Key Features

    • Agentic AI Capabilities: Utilize AI-driven workflows and skills tailored specifically for financial services operations to streamline tasks.
    • Financial Services Operations AI Agent Collection: Access a curated set of AI agents optimized for financial services use cases.
    • Configurable Application: Easily configure the Now Assist for FSO to fit your organization's specific operational needs.

    Important Considerations

    • Model Provider Availability: Some AI models and features may be restricted based on geographic location, data center environment, or regulatory compliance requirements, such as FedRAMP, NSC DOD IL5, Australia IRAP-Protected data centers, or Regulated Markets.
    • Data Processing and Privacy: Data from customer instances is transferred to centralized ServiceNow environments and possibly third-party cloud providers like Microsoft Azure, managed according to ServiceNow’s internal policies and compliance standards.
    • Data Collection: ServiceNow collects inputs, outputs, and edits from the application to enhance AI models and services. Customers have the option to opt out of future data collection.
    • AI Limitations: AI outputs may not always be accurate or fully appropriate for all use cases. Customers should perform thorough testing, maintain human oversight, and avoid sole reliance on AI for critical decisions, especially in sensitive areas such as finance, healthcare, or security.
    • Compliance and Use Policy: Users must comply with ServiceNow’s AI Acceptable Use Policy and stay informed about updates to model availability and policy changes.

    Getting Support

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

    Use the ServiceNow® Now Assist for Financial Services Operations (FSO) application to leverage AI skills and agentic workflows 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 AI 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 AI 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 AI 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.