Financial Services Operations in ServiceNow Modules

Financial Services Operations

Industry workflows for banking and insurance built on the ServiceNow platform.

Quick answer

Financial Services Operations is a set of industry-specific applications for banks and insurers. It packages the platform with a financial-services data model and pre-built workflows for the operational middle and back office, servicing requests, disputes, onboarding and complex, regulated processes that span multiple teams.

Key takeaways

What ships in FSO
Variants
Try it Yourself

Financial Services Operations is a set of industry-specific applications for banks and insurers. It packages the platform with a financial-services data model and pre-built workflows for the operational middle and back office, servicing requests, disputes, onboarding and complex, regulated processes that span multiple teams.

What ships in FSO

Industry data model, accounts, products, parties and relationships modelled for finance.
Servicing workflows, orchestrate multi-step requests across front, middle and back office.
Complaints & disputes, including Disputes Management, built with Visa.
Onboarding & KYC support, structured, auditable client onboarding.

Regulated by design. FSO couples workflow with GRC/IRM so controls, audit trails and evidence are built into servicing processes, essential where every action may be examined by a regulator.

Variants

FSO ships tailored editions for Banking and Insurance, and connects to CSM for customer channels and Sales & Order Management for product sales.

Try it YourselfJavaScript

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Practice challenge

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Question 1 of 3

FSO targets which industry?

Frequently asked questions

What does the term Financial Services Operations (FSO) refer to in ServiceNow?

Financial Services Operations is a set of industry-specific applications for banks and insurers.

What automates Financial Services Operations (FSO) in Flow Designer?

Industry data model, accounts, products, parties and relationships modelled for finance. Servicing workflows, orchestrate multi-step requests across front, middle and back office. Complaints & disputes, including Disputes Management, built with Visa.