Exploring Financial Services Operations

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.

Financial Services Operations overview

This video provides an overview of how you can use Financial Services Operations to automate core operations, allowing financial institutions to securely manage tasks with prebuilt applications and workflows, making everyday tasks easier and faster.

Financial Services Operations features

FSO is designed to connect your front, middle, and back office agents using streamlined workflows on a single, secure platform.

Key features of the FSO include:

• Digitize and automate your banking and insurance processes.
• Implement a centralized data model to ensure coordination across front, middle, and back office functions.
• Connect seamlessly across departments.
• Leverage advanced case management and workflows to efficiently delegate and resolve issues across departments.
• Offer a single platform for managing various financial operations including payments, loans, and compliance.

Financial Services Operations users

For more information on user roles in FSO, see User roles and FSO Business rules.

Financial Services Operations workflow

The following example shows a sample Financial Services Operations end-to-end workflow describing different roles and stages handled by these roles starting from creating the case and related tasks through the completion of the case.

Licensing

For more information on licensing, contact your ServiceNow account manager or sales representative.