Agentic AI use cases for FSO
Leverage FSO's agentic workflows and AI-driven agents to transform financial services operations, streamlining processes, accelerate dispute resolution, and empower human agents with intelligent, context-aware assistance.
This table describes the use cases in Now Assist for Financial Services Operations (FSO).
| Use case | Description |
|---|---|
| Resolve friendly fraud | Helps dispute agents resolve friendly fraud cases by showing key transaction details, suggesting next steps, and drafting clear customer responses, including reasons for any rejection. |
| ACH dispute resolution | Helps streamline ACH dispute resolution by automating merchant checks, eligibility reviews, action recommendations, communications, allowing disputes to be resolved faster and more accurately. |
| Customer support representative assistance | Assist customer support representatives in handling customer queries and complaints. In customer profiles, an AI agent answers queries from agents, surfaces insights, and identifies customer needs. In customer interactions, an AI agent determines customer intent, surfaces insights, and offers next-step guidance. |
- Using agentic workflows in Now Assist for Financial Services Operations (FSO)
Use FSO agentic workflows and AI agents to improve and enhance financial services processes. - Standalone AI agents in Financial Services Operations
Use AI agents in FSO to accelerate dispute resolutionand assist with front-office customer servicing. These agents automate routine steps and provide recommendations, keeping humans in the loop for final decisions.
Parent Topic:Now Assist for Financial Services Operations (FSO)