Using Financial Services Customer Lifecycle Operations

Learn how branch workers and agents use the Financial Services Customer Lifecycle Operations application to create, document, and resolve the new account creation process.

Workspaces

Relationship managers, administrators, and agents use workspaces and landing pages to visualize and interact with workflows. Both can be modified to meet the specific needs of your organization. Workspaces and landing pages can help you with the following tasks:

• Ensuring consistent review, approval, and fulfillment of new account applications.
• Monitoring workflow progress and focus on high-priority items.
• Navigating easily across tasks.
• Customizing your workflow.
• Monitoring workload and performance.

For more information on workspaces and playbooks, see Workspaces.

Workflows

Several predefined workflows exist for Financial Services Business Lifecycle and Financial Services Client Lifecycle applications.

When a client applies for a new account, an agent creates a case and assigns it to either themselves or another agent. After the agent updates the case details, the appropriate lifecycle workflow is triggered. The flow triggers various tasks from the case, including document verification and Know Your Customer protocols. New tasks become available as the previous tasks are completed.

For more information, see Customer Lifecycle Operations workflows.

Dashboards

ServiceNow® Performance Analytics give business owners insight into how the team and business are performing. Dashboards with customizable views are available for Business Lifecycle and Client Lifecycle within their respective applications.

For more information, see Business Lifecycle Operations dashboard and Client Lifecycle dashboard.