ServiceNow Financial Services Operations

Leverage AI agents for summarizing information, guiding decisions, and automating tasks.

Single data schema for all financial‑services functions, reducing silos and improving consistency.

Prebuilt workflows for claims, underwriting, policy servicing, onboarding.

Out‑of‑box workflow for loan operations, deposit operations, payment operations, and more.

Dedicated workspace for employees and agents to manage cases with relevant context.

Manage cases in a structured way and provide agents access to knowledge articles.

For customers to start cases, check status, and access help via a unified portal.

Conversational chatbot that can answer policyholder questions, help agents, or route tasks.

Build peer‑to‑peer communities for customers or employees to ask questions and share information.

Use visual boards to assign and track tasks across teams.

Unified view of customer financial data to accelerate service resolution.

Predefined playbooks that guide agents through common case flows and scenarios.

System gives contextual recommendations or next steps to agents based on conditions.

Automate tasks, approvals, escalations using ServiceNow’s flow-engine.

Agents can work from mobile devices using a tailored mobile experience.

Support in-person branch experiences or on-site servicing.

Monitor and detect financial‑service issues before they become critical.

Identify root causes of process issues, reduce repeat problems.

Manage projects related to customer onboarding, service changes, or large operations.

Built-in data model for financial services, following industry standards.

Real-time dashboards for operational performance, service KPIs, and risk metrics.

Store, organize, track, and version financial documents such as contracts and policies.