Financial Services Operations for Banking Future-proof your bank with frictionless customer experiences across onboarding and servicing. Our ServiceNow AI Platform expands customer relationships, while reducing costs. Watch Demo Get AI Report
Financial Services Operations (FSO) for Banking Contact Us Benefits Features Related Products Resources 
Alt
Deliver frictionless banking experiences With Financial Services Operations, built with ServiceNow AI Agents, banks can automate and orchestrate work to provide personalized customer experiences. Get Research Get Data Sheet
Benefits Deliver seamless, cost-effective customer experiences with Financial Services Operations for Banking. Accelerate time-to-value with pre-built banking applications  Use pre-configured AI agents, workflows, and integrations for processes across retail banking, commercial banking, investment management, and more.   Power end-to-end case management Strengthen operations with case management built to handle complex, multi-step customer journeys across departments and systems. Proactively manage compliance for banking Embed compliance requirements into every workflow. Maintain consistent, auditable processes across customer onboarding and service.  
Alt
Features of Financial Services Operations for Banking
Banking contact center Reduce contact center inquiries with AI-driven self-service. Integrate seamlessly with CCaaS providers for one, unified CSR experience.
Customer onboarding Provide seamless, intelligent application experiences. Meet all the necessary check-points for risk and compliance in onboarding.
Customer operations Breakdown functional silos with data and workflows uniting front, middle, and back-office teams. Maintain consistent, auditable procedures.
Explore related products and capabilities ServiceNow AI Agents Use AI agents to recognize case types and recommend next steps. Draft case notes, emails, and new articles for the Knowledge Base.  Now Assist Assist live agents with Generative AI to summarize cases and provide self-service to customers. Workflow Data Fabric Power all your workflows, AI, and analytics with real-time access to data from any source. Complaint Management Simplify complaint management in banking and satisfy standards for resolutions and timelines.  Disputes Management Fast-track dispute resolution on one AI-platform, built with Visa.  Workspaces Improve productivity with a a suite of tools for CSRs to resolve customer service cases in banking.
"ServiceNow does a great job providing us with products that we can implement and then continue to enhance as we get more familiar with them and what the business needs.” Elizabeth Canas SVP of Enterprise Business Services, M&T Bank Read Story
BMO delivers frictionless banking experience for customers Find out how BMO is automating workflows with ServiceNow to make life easier for customers. Read Story
Jefferies transforms trade processing ahead of T+1 Learn how Jefferies is consolidating services into one workflow application with ServiceNow®. Read Story
Featured resources
ANALYST REPORTS Gartner® Magic Quadrant for the CRM Customer Engagement Center, 2024 ServiceNow bridges a critical gap between traditional customer relationship management (CRM) and the way work gets done to resolve customer requests. Find out why that makes us a Leader. Get Report
Webinars What’s New for Banking in the Yokohama Release Data Sheets ServiceNow® Disputes Management Financial Services Operations for Banking
Alt
Talk to an expert Get answers to your questions and discover how ServiceNow can help you transform your bank with AI and modern digital workflows. Get Started
Home Financial Services Operations – FSO Financial Services Operations (FSO) for Banking