Future-proof financial service operations with AI. Streamline onboarding, enhance service, and grow customer relationships while cutting costs.
    
        
            
    
        
    
            
            
            
            
    
    
    
    
    
    
    
    
         
        
        
    Financial Services Operations (FSO) for Banking
     
    
    
        
        
            Contact Us
        
        
    
    
    
    
    
    
    
    
    
    
        
    
        
    
        
    
        
    
        
            
                Benefits
            
        
            
                Features
            
        
            
                Related Products
            
        
            
                Resources 
            
        
    
 
    
    
    
        
    
    
    
    
    
    
    
    
    
    
    
         
    
    
         
    
    
    
        
    
    
    
    
    
    
    
        
    
        
    
        
    
        
    
        
    
    
    
    
    
    
    
    
    
    
    
        
        
    
        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.  
        
    
        
        
    
    
    
    
    
    
        
    
 
    
    
    
        
    
    
    
    
    
    
    
    
    
    
    
         
    
    
         
    
    
    
        
    
    
    
    
    
    
    
        
    
        
    
        
    
    
    
    
    
    
    
    
    
    
    
        
        
    
        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
        
        
      
    
  
    
 
    
    
    
        
    
    
    
    
    
    
    
    
    
    
    
         
    
    
         
    
    
    
        
    
    
    
    
    
    
    
        
    
        
    
        
    
        
    
        
    
    
    
    
    
    
    
    
    
    
    
        
        
    
        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
    
    
 
        
        
        
    
        
    
     
 
    
 
 
    
 
 
            
            
    
    
     
        
            
            Contact
        
        
            
            Demo