Now Assist for Financial Services Operations (FSO)

  • Release version: Zurich
  • Updated July 31, 2025
  • 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 automate financial operations processes by leveraging artificial intelligence (AI) and Now Large Language Models (LLM). It enables financial services organizations to enhance operational efficiency through agentic AI capabilities and specialized AI agent collections tailored for financial services workflows.

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    Getting Started and Configuration

    Customers can configure the Now Assist for FSO application to begin automating financial operations. The application supports the use of agentic workflows and AI agents to streamline tasks within financial services operations.

    Availability and Restrictions

    • Not all AI model providers or features are available in all regions or environments. Customers with in-country SKUs, FedRAMP, NSC DOD IL5, Australia IRAP-Protected data centers, self-hosted deployments, or other restricted environments may face limitations.
    • Some AI products and skills are unavailable in Regulated Markets.
    • ServiceNow regularly updates availability, so customers should monitor release notes and knowledge base articles for changes.

    Data Processing and Privacy

    The application requires transferring data from customer instances to a centralized ServiceNow environment, which may be hosted in different geographic regions or by third-party cloud providers like Microsoft Azure. Data handling complies with ServiceNow’s internal policies and the CORE Compliance Portal.

    Data Collection and Opt-Out

    Inputs, outputs, and edits generated by the application are collected to improve ServiceNow technologies, including AI models. Customers have the option to opt out of future data collection as detailed in the Now Assist documentation and opt-out pages.

    AI Limitations and Responsible Use

    • The AI capabilities rely on machine learning models that may not always produce fully accurate, complete, or appropriate results.
    • Customers are responsible for evaluating the output for accuracy and appropriateness, especially in sensitive domains like finance.
    • Human oversight is essential to avoid sole reliance on AI-generated outputs for critical decision-making.
    • Users must comply with ServiceNow’s AI Acceptable Use Policy.

    Support and Troubleshooting

    For assistance, customers can utilize the ServiceNow Community on AI and Intelligence, search the Known Error Portal, or contact Customer Service and Support.

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