Financial Services Operations for Banking Overview Plans and Packages Getting Started
Financial Services Operations for Banking Packages Provide frictionless experiences in banking with the package and pricing plan that works for you. Get Custom Quote
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Financial Services Operations for Banking Advanced Resolve customer issues, make informed decisions, and optimize outcomes with AI agents. Includes: AI Agents for Financial Services Operations Conversational Summarization Intelligent Case Triage Financial Services Operations Core Agentic Contact Center for Banking Case Management and Playbooks Advanced Work Assigment
RECOMMENDED Financial Services Operations for Banking Prime Provide frictionless experiences in banking with agentic workflows and AI specialists. Includes Financial Services Operations for Banking Advanced, and: Includes Financial Services Operations for Banking Advanced, and: AI Specialists Workforce Optimization
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Financial Services Operations for Banking Advanced Financial Services Operations for Banking Prime AI Agents and Skills AI Agents for Financial Services Operations

Reduce manual effort across the case lifecycle with autonomous agents that handle case creation, triage, research, and resolution.

Conversational Summarization

Skip the note-taking and move to the next interaction faster with auto-generated summaries for chats, calls, cases, and emails.

Intelligent Case Triage

Let AI-driven triage extract entities, validate context, identify issues, and route cases to the right team before an agent touches them.

Sentiment Analysis

Experience real-time sentiment tracking across cases and interactions, with automatic escalation triggers and trending driver analysis.

AI-Powered Recommendations

Get smart suggestions for resolution steps, knowledge articles, service offerings, and email responses—all provided contextually.

Trending Topics

Use AI-surfaced trends, historical pattern detection, and field-level analytics to help spot emerging issues before they scale.

Financial Services Operations Capabilities Financial Services Operations Core

Reduce manual effort across the case lifecycle with autonomous agents that handle case creation, triage, research, troubleshooting, and resolution.

Agentic Contact Center for Banking

Skip the note-taking and move to the next interaction faster with auto-generated summaries for chats, calls, cases, and emails.

Deposit Account Operations

Handle the process from the application experience to account opening.

Treasury Operations

Include treasury services onboarding as part of commercial account onboarding.

Payment Operations

Resolve payment inquiries by integrating to third-party systems on one workflow.

Client Lifecycle Operations Client Lifecycle Operations Automate ongoing Know Your Customer (KYC) due diligence and document maintenance Loan Servicing

Streamline common loan requests with prebuilt workflows.

Complaints Management

Earn customer trust by quickly responding to and righting complaints.

Fraud Management

Earn customer trust and mitigate losses by quickly resolving cases of card fraud.

Branch Management

Support branches and branch territories with purpose-built, role-based workspaces and insights.

Service Exchange for Financial Services Operations

Connect service operations to resolve issues faster and reduce costs.

Customer Service Capabilities Omnichannel Customer Engagement

Meet customers on any channel (voice, SMS, chat, web, portal) with unified routing and conversation history.

Agent Workspace

Gain a single pane of glass with contextual intelligence, guided decisions, and recommended actions.

Case Management and Playbooks

Maintain consistent resolution every time with structured workflows for complaints, onboarding, product support, and RMA/returns.

Advanced Work Assignment

Match every case to the right agent automatically through skills-based routing and intelligent assignment.

Customer and Partner Portals

Deliver self-service experiences for customers and partners with embeddable web components and configurable templates.

Entitlements and Service Contracts

Verify customer entitlements in real time and enforce service-level commitments tied to contracts, portfolios, and service offerings.

Appointment and Schedule Management

Let customers book appointments conversationally, with agent scheduling and workforce optimization built in.

Partner and Outsourced Provider Management

Extend service delivery to partners and third-party providers with full visibility and SLA tracking.

Customer Project Management

Track and manage customer-facing projects, onboarding milestones, and deliverables from within CSM.

Business Organization Modeling

Model your physical locations, branches, stores, and organizational hierarchies to align service delivery with how your business operates.

Native Voice

Bring voice into the agent workspace without third-party middleware through built-in telephony integration with open-frame CTI support.

Conversational Messaging

Use conversational capabilities across SMS and messaging channels for smarter, context-aware customer interactions.

Configuration and Decision Management

Enable rules engine and decision builder for dynamic service request criteria, configuration rules, and guided workflows.

Workforce Optimization

Balance workload and maximize team performance with channel management, agent scheduling, and resource matching.

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Platform Capabilities AI Control Tower

Take control of any AI from a central intelligent hub.

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Action Fabric

Open the full ServiceNow system of action to every AI agent in the enterprise.

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Workflow Data Fabric

Power your AI agents and workflows with AI-ready, instantly actionable data.

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AI Search

Provide personalized, relevant, and actionable search results to employees and customers.

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Benchmarks

Gauge your service performance using the industry's largest anonymized customer data set.

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CMDB

Optimize service operations with a unified, cloud-based platform across operations and service management.

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CSDM

Raise the bar on service delivery with a single data model for enterprise workflows.

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Knowledge Management

Promote self-service with a single source for knowledge across your organization.

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Mobile Agent

Make it easy for agents to triage, act on, and resolve requests on the go.

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Now Mobile

Keep users informed and engaged anytime, anywhere with intuitive mobile apps.

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Reports and Dashboards

Create on-demand reports using a single data model for instant, up-to-date insights.

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Service Catalog

Improve self-service by offering products and services through a modern, user-friendly storefront.

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Service Level Management

Manage provider-customer commitments to meet or exceed service levels.

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Surveys and Assessments

Drive continual service improvement with feedback and assessment results for any service.

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Workspaces

Improve agent efficiency with a single workspace built to facilitate resolutions.

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Workflow Automation

Streamline your workflows to reduce costs, increase productivity, and eliminate repetitive tasks.

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Application Development

Empower anyone to quickly extend solutions or build custom business apps.

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Predictive Intelligence

Simplify and accelerate everyday work with built-in machine learning that categorizes, routes, and prioritizes work.

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App Engine Starter

Build and extend custom applications on the ServiceNow platform with low-code tools.

RaptorDB Standard

Accelerate workflow performance at scale with a high-performance database purpose-built for ServiceNow.

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Agent Miner

Analyze agent interactions to discover automation opportunities and optimize service delivery.

Universal Request Pro

Route complex requests across departments with advanced workflows and cross-team coordination.

Mobile Publishing

Publish and manage branded mobile app experiences for employees, customers, and field workers.

Process Mining

Uncover hidden inefficiencies by mapping how work actually flows.

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Platform Analytics

Anticipate trends, prioritize resources, and continuously improve with real-time analytics.

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