Financial Services Customer Lifecycle Operations

ServiceNow® Financial Services Business Lifecycle and ServiceNow® Financial Services Client Lifecycle are a pair of applications in ServiceNow® Customer Lifecycle Operations that offer management and oversight of the customer lifecycle process and services. These solutions provide streamlined workflows to gather information, verify identity documentation, and approve potential customers for banking services.

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Explore Learn about how agents and other team members use Customer Lifecycle Operations.	Set up Set up Financial Services Business Lifecycle and Financial Services Client Lifecycle.	Use Create, manage, and complete Customer Lifecycle Operations cases.
Analytics and Reporting Evaluate efficiency and track completed cases with preconfigured dashboards.	Reference Get details about components such as roles, tables, plugins, and installed store applications.