Financial services institutions (FSIs) can use ServiceNow Financial Services Operations (FSO) to safely automate fundamental operational activities utilizing pre-built digital apps and operations. With one platform, inMorphis + ServiceNow Financial Services Operations links financial institutions' activities across all departments — front, middle, and back-office.
ServiceNow FSO Key Features
- Proactive Customer Service Operations - Monitor your customers' products and services for problems and take aggressive steps to resolve them.
- Predictive Intelligence uses machine learning to route concerns, offer solutions, and discover knowledge gaps.
- Virtual Assistant - Improve the consumer self-service experience by deploying a chatbot to provide conversational advice
- Performance Analytics - It helps businesses flourish by allowing them to make better decisions faster and get insights into patterns and trends
- Customer Service Playbooks - You can manage case flows across teams by digitizing and automating service procedures.
- Making Informed Decisions - Using contextual recommendations, dynamically help agents in resolving challenging issues
- Customer-Centric - To increase efficiency, give agents a comprehensive view of internal and external client financial data.
- Dashboards and Reports - On-demand reports and dashboards may be generated and distributed to consumers.
- Omnichannel - Integrate telephone systems to provide customer service across online banking, mobile banking, and social media platforms
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Capabilities to Elevate Customer and Employee Experience
- Financial Services Payment Operations - Create and manage cases and tasks for payment requests, including inquiries and investigations, with the ServiceNow Financial Services Operations application.
- Financial Services Card Operations - Create and manage cases and tasks for credit card requests, such as requests for new cards, raising or reducing credit limits, and banning or unblocking credit cards with the ServiceNow Financial Services Card Operations application.
- Financial Services Complaint management - Financial firms may use the ServiceNow Financial Services Complaint Management platform to handle client issues promptly and efficiently. This system automates procedures that enhance cross-departmental communication and allow everyone to monitor and follow the status of complaints from start to finish.
- Financial Services Loan Operations - You can handle service requests and system-generated exceptions for all sorts of loans for consumers and commercial clients with ServiceNow Financial Services Loan Operations.
- Financial Services Lifecycle Operations - ServiceNow Financial Services Business Lifecycle and ServiceNow Financial Services Client Lifecycle are two apps in ServiceNow Customer Lifecycle Operations that help with client onboarding management and oversight. These solutions simplify gathering data, verifying identification paperwork, and approving accounts.
- Financial Services Treasury Operations - The ServiceNow Financial Services Treasury Operations application automates the end-to-end integration of treasury products for financial institutions.
- Performance Analytics - Drive business success by making better decisions faster and better understanding of patterns and trends.
- Virtual Agent - Improve the consumer self-service experience by deploying a chatbot to provide conversational advice.
- Mobile Agent - Manage cases on the go using a consumer-style app that takes advantage of native device capabilities.
- Predictive Intelligence - ServiceNow Financial Services Operations uses machine learning to route concerns, offer solutions, and discover knowledge gaps.
inMorphis Leveraging ServiceNow Financial Services Operations at its Best
- Visual Workflow and Automation - Just with a simple drag-and-drop interface, it can automate assignments, tasks, and service operations.
- Customer Project Management - Manage your whole project lifecycle and empower customers and agents to manage project tasks.
- Knowledge Management - Give customers and the people who serve them immediate access to important information.
- Mobile App - Manage cases on the go using a consumer-style app that takes advantage of native device features.
- Identify, Diagnose, and permanently Address Client Concerns with Service Management for Issue Resolution.
- Advanced Work Assignment - Automatically assign work to the most qualified agent based on criteria or a case's affinity.
- Visual Task Assignment - Use visual task boards to assign client requests and work to different departments.
- Dashboards and Reports - On-demand reports and dashboards may be generated and distributed to consumers.
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Bringing Your Financial Institution Together with inMorphis
- Great Experiences - It delivers great experiences by breaking down silos and automating procedures across divisions to respond quickly to consumer complaints. Allow consumers to see the status of their cases in real-time.
- Resilient Operation- It improves visibility and compliance by digitizing processes to make them more proactive, predictive, and resilient.
- Automation - By automating tedious processes and providing workers with the necessary tools and insights, you can help them reach their full potential.
- Reports & Dashboards - Generate and distribute customer reports and dashboards on demand.
- Case Management - Manage client interactions and keep track of events, case progress, and SLAs visually.
- Surveys - Use surveys to gauge consumer feedback and remain on top of client complaints.
