Financial Services Operations for Banking Overview Getting Started
product Financial Services Operations for Banking Deliver frictionless customer experiences across onboarding and servicing with AI, data, and workflows. Watch Video (1:29)
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How does Financial Services Operations for Banking work? Financial Services Operations for Banking brings together AI, data, and workflows built for the complexities of banking—connecting your channels, systems, and teams on the ServiceNow AI Platform. 
Benefits of Financial Services Operations for Banking Build loyalty with smooth customer experiences Provide personalized interactions and faster resolutions across your organization. Work with AI designed to assist employees or customers directly. Video CTA Power end-to-end case management Optimize operations with case management that coordinates complex, multi-step customer journeys across different departments and systems. Video CTA Accelerate results with pre-built banking applications Streamline operations with built-in AI agents, workflows, and integrations. Automate workflows across retail banking, commercial banking, and more.   Video CTA Transform with a single platform The ServiceNow AI Platform unites AI agents, data, and workflows on one enterprise-grade platform built for scale, trust, and efficiency. Video CTA
Use cases for Financial Services Operations for Banking
Contact Center
Modernize self-service and contact center operations Empower CSRs with a unified desktop experience integrated to CCaaS providers for seamless customer interactions.
Related links Contact Center
Branch Management
Coordinate branch teams effectively Support in-person service at scale with tailored, role-based workspaces and dashboards. Give branch teams and managers the tools they need to work more efficiently.
Related links Service Portal
Customer Onboarding
Simplify customer onboarding Streamline the customer onboarding journey by connecting customer applications, due diligence, and treasury enrollments into a single workflow.
Related links Playbooks
Disputes Management
Manage disputes with ease Automate dispute processes across front, middle, and back office. Coordinate resolution workflows on the ServiceNow AI Platform, built with Visa.
Related links ServiceNow Disputes Management, Built with Visa
Complaint Management
Address customer complaints faster Resolve customer complaints efficiently while supporting compliance. Identify emerging trends to manage volumes more proactively.
Related links Customer Service Management
Payment Operations
Manage payment operations with efficiency Streamline payment inquiries, disputes, and exceptions from intake to resolution. Connect payment systems and AI agents to improve speed and visibility.
Related links ServiceNow AI Agents
Our Customers Industry leaders rely on ServiceNow to make work better See All Stories 2M+ Customer service cases managed annually Video CTA Read Case Study Watch Video (3:31) 200% year-over-year increase in self-service Video CTA Find Out How 90% Faster resolution of high-risk exceptions Video CTA Get Details
Third-party software integrations Integrate anything with ServiceNow. Bring your existing software investments onto our platform to connect your people, processes, apps, and data. See All Integrations
Resources for you See All Resources DATA SHEET Financial Services Operations for Banking Understand how banks can automate and orchestrate work to provide personalized customer experiences. Video CTA Get Data Sheet video Future-Proof Your Bank Video CTA Watch Video (1:25) White Paper AI Maturity In Banking Video CTA Get White Paper
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Frequently asked questions Expand All Collapse All What is an AI agent?
ServiceNow AI Agents are designed to operate 24/7, autonomously gathering data, making decisions, and executing tasks to achieve predefined goals. Integrated into the ServiceNow AI Platform, these AI agents can handle routine tasks such as guiding analysts through next steps and surfacing relevant account details, to more complex tasks such as investigating a disputed transaction.
How is AI being governed at ServiceNow?
We’re developing AI that is open, transparent, accountable, and human-centric. Our rigorous internal processes and the built-in guardrails of the ServiceNow AI Platform bolster security, reliability, and trust. Take a look at the ServiceNow commitment to responsible AI here.
What is the ServiceNow AI Platform?
The ServiceNow AI Platform is the cloud-based foundation for all ServiceNow products. It connects and automates business workflows across the enterprise using one architecture, one data model, and a collection of AI capabilities, business applications, and low-code/no code development tools. Financial Services Operations for Banking is built on the ServiceNow AI Platform and inherits all of the powerful platform capabilities, and then also includes purpose-built applications, workspaces, integrations and more that are specific to banking. Learn More
What is the role of AI in banking?
AI plays a significant role in the banking industry and is becoming more and more crucial for banks and fintechs to embrace in order to operate effectively and efficiently. For example, AI can be used to screen dispute cases for friendly-fraud or triage incoming cases for support. AI can also be used to intake customer service requests from customers through self-service. There are many other examples of how AI can help provide frictionless customer experiences in banking.  
What can you do with Now Assist?
Empower everyone to deliver more value with AI on the ServiceNow AI Platform. Now Assist increases productivity by reducing manual work. It transforms experiences with personalization and natural human language, speeds time to value with intelligent code, and much more. Learn More
Talk to an expert Connect with our product experts to arrange a custom demo. See how Financial Services Operations for Banking can work in your environment. Schedule Demo