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Financial Services Operations

Connect your entire financial institution with one platform.

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Provide efficient, resilient financial services operations for enhanced customer and employee experiences. Digitize core processes across your institution on a single platform.

Unite your front, middle, and back offices.

Transform your financial operations

Portal and chatbot for client support

Deliver great experiences

Respond more efficiently to customer issues by breaking down silos and automating processes across departments. Give customers complete visibility into the status of their cases.

Operational task management and simplification

Build resilient operations

Digitize processes to become more proactive, predictive, and resilient—all while improving visibility and compliance.

Cloud software to automate repetitive financial tasks

Unlock productivity

Empower employees to achieve their full potential by automating repetitive tasks and equipping them with the right tools and insights.

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Transform your financial operations

Portal and chatbot for client support

Deliver great experiences

Respond more efficiently to customer issues by breaking down silos and automating processes across departments. Give customers complete visibility into the status of their cases.

Operational task management and simplification

Build resilient operations

Digitize processes to become more proactive, predictive, and resilient—all while improving visibility and compliance.

Cloud software to automate repetitive financial tasks

Unlock productivity

Empower employees to achieve their full potential by automating repetitive tasks and equipping them with the right tools and insights.

Get Infographic

Capabilities that scale with your business

Financial Services Operations offers key capabilities that can grow with you as your needs change.

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Financial Services Data Model

Use a built-in financial services data model to standardize across bank operations.

Financial Services Card Operations

Create and manage standard card operations with pre-built applications.

Financial Services Payment Operations

Support standardized payment operations for customers and third-party banks.

Financial Services Loan Operations

Deliver out-of-the-box workflows that support personal and business loan operations.

Performance Analytics

Make better decisions, faster, with insight into current patterns and trends.

Financial Services Document Management

Track and execute your customers’ documents all in one place.

Agent Workspace

Boost operations productivity with guided resolution, multitasking, and a single view.

Case Management

Manage and view enterprise-wide interactions to meet customer expectations and SLAs.

Omni-Channel

Support customers across online banking, mobile banking, email, and social media.

Advanced Work Assignment

Automatically route work to the most qualified agents based on criteria or affinity with the case.

Predictive Intelligence

Use machine learning to route issues, recommend solutions, and identify trends.

Self-Service

Drive self-service from a portal integrated with knowledge, service catalogs, communities, and chatbots.

Virtual Agent

Improve the customer self-service experience with conversational guidance using a chatbot.

Knowledge Management

Provide instant access to relevant knowledge for customers and the agents who serve them.

Communities

Connect customers and employees with their peers to find answers and solve problems.

Visual Task Assignment

Assign customer requests and tasks to other departments with visual task boards.

Customer Central

Give agents a complete view of customer financial data to resolve issues faster.

Playbooks for Customer Service

Manage case flows across teams by digitizing and automating service processes.

Guided Decisions

Dynamically help agents resolve complex cases with contextual recommendations.

Visual Workflow and Automation

Automate service processes, tasks, and assignments with Flow Designer and Integration Hub.

Mobile Agent

Manage cases on the go with a consumer-style app using native device features.

Walk-Up Experience

Boost customer satisfaction by providing an efficient, in-person branch service experience.

Proactive Customer Service Operations

Monitor customer financial services to identify issues proactively and fix them quickly.

Service Management for Issue Resolution

Identify, diagnose, and permanently resolve customer issues.

Customer Project Management

View your entire project lifecycle, and empower customers and agents to manage tasks.

Built on the Now Platform®

Financial Services Operations includes powerful platform capabilities so you can quickly connect your front, middle, and back office.

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Customizable mobile phone experiences

Delightful user experiences Provide a modern experience with personalized mobile apps, self-service portals, and contextual collaboration.

Laptop with single data model

Single data model Eliminate information silos with one data source for your enterprise.

Ideas based on intelligence

Intelligent automation Use machine learning and AI-powered chatbots to make work easier and more efficient.

Explore the possibilities

See what you can achieve when you connect your entire financial institution on one platform. Enhance visibility, enable compliance, and deliver great service.

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