---
sourceDocument: Yokohama Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/financial-services-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Using Financial Services Customer Lifecycle Operations

# Using Financial Services Customer Lifecycle Operations {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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 {#use-customer-lifecycle-ops__section_k2k_3v1_wnb}

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.
{#use-customer-lifecycle-ops__ul_d1w_sb2_wnb}

For more information on workspaces and playbooks, see [Workspaces](https://www.servicenow.com/docs/XLXz8tewpUP1xirmmhtZ7A "The Financial Services Operations (FSO) workspace provides a single location for agents to process cases and tasks. Agents can use it to respond to all task types, view the full context of an issue, and get relevant recommendations to resolve issues.").

## Workflows {#use-customer-lifecycle-ops__section_mcf_zv1_wnb}

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](https://www.servicenow.com/docs/5X3PY740n147MUlenER9MQ "Financial Services Customer Lifecycle Operations (CLO) installs automated workflows for reviewing and approving customer account applications. These workflows create cases and route tasks to different agents, including KYC, document, tax, and credit agents.").

## Dashboards {#use-customer-lifecycle-ops__section_fnd_xw1_wnb}

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 dashboard](https://www.servicenow.com/docs/mcFi5N3JVRGA8Vnd4PbLpg "With the Business Lifecycle Operations dashboard, you can get insight into how your team and business are performing for the business lifecycle cases.") and [Client Lifecycle dashboard](https://www.servicenow.com/docs/7dCofrJQ6e9~JnFI~MGhlg "With the Financial Services Client Lifecycle dashboard, you can get insight into how your team and business are performing for the client lifecycle cases.").