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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Common applications

Financial Services Operations (FSO) creates efficiencies through shared services used by multiple applications and workflows.

Financial Services Operations includes the following common applications across all the sub-industries - banking, insurance, and wealth and asset management.

  • Financial Services Complaint Management
    The ServiceNow® Financial Services Complaint Management application is a solution in Financial Services Operations that enables financial organizations to quickly and efficiently resolve customer complaints. This solution automates processes that facilitate cross-departmental collaboration and enable everyone to monitor and track complaint status, from initiation to resolution.
  • Financial Services Customer Lifecycle Operations
    ServiceNow® Financial Services Business Lifecycle and ServiceNow® Financial Services Client Lifecycle are a pair of applications in ServiceNow® Customer Lifecycle Operations that offer management and oversight of the customer lifecycle process and services. These solutions provide streamlined workflows to gather information, verify identity documentation, and approve potential customers for banking services.
  • Financial Services Know Your Customer
    The ServiceNow® Financial Services Know Your Customer application works with other Financial Services Operations applications to verify an applicant's identity and evaluate their eligibility.
  • Financial Services Credit Operations
    With Financial Services Credit Operations application, you can manage middle and back office tasks that are assigned to the Credit Risk Assessment team across any Financial Services workflow.

Parent Topic:Financial Services