Financial Services Operations
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.
Variants
FSO ships tailored editions for Banking and Insurance, and connects to CSM for customer channels and Sales & Order Management for product sales.
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Check your understanding
FSO targets which industry?
- A. Banking and insurance
- B. Manufacturing only
- C. Retail only
Show answer
A. Banking and insurance
FSO provides banking and insurance workflows.
FSO couples workflow with GRC to ensure...
- A. Controls and audit trails
- B. Faster networking
- C. More storage
Show answer
A. Controls and audit trails
Regulated processes need built-in controls and evidence.
Disputes Management in FSO is built with...
- A. Visa
- B. Okta
- C. SAP
Show answer
A. Visa
ServiceNow Disputes Management is built with Visa.