Financial services operations are trapped between legacy systems and regulatory pressure
ServiceNow Financial Services Operations provides purpose-built workflows designed for banking, insurance, and wealth management. Rather than forcing financial processes into generic service management, FSO delivers industry-specific case types, regulatory workflows, and operational models that reflect how financial institutions actually work. From client onboarding and account servicing through claims processing and regulatory reporting, FSO connects front-office relationship teams with middle and back-office operations on a single platform. Pulsar delivers FSO implementations that bridge the gap between regulatory obligation and operational efficiency — configuring workflows that satisfy compliance while reducing the manual overhead that slows client service.
Tech & Customer Excellence
Build the unbreakable backbone of your digital operations. Evolve from support tool to strategic launchpad.
What you can expect
Industry-specific case types and workflows built for banking, insurance, and wealth management operations
Connected front, middle, and back office operations eliminating manual handoffs and email chains
Client onboarding automation reducing time-to-service while maintaining KYC and AML compliance
Claims processing workflows with automated triage, assignment, and status communication
Regulatory-ready audit trails and reporting built into every operational workflow
Integration with core banking, policy administration, and portfolio management systems
From first assessment to full velocity
Assess
Assess current operational workflows across client servicing, onboarding, claims, and regulatory processes.
Foundation
Design FSO solution mapping industry-specific case types to your organisational structure and regulatory requirements.
Enhance
Configure workflows, integrate with core financial systems, and establish regulatory reporting capabilities.
Optimise
Deploy with user enablement across relationship managers, operations teams, and compliance functions.
Related capabilities
Bring Financial Services Operations to your platform
We'll show you exactly what good looks like — with the people who've delivered it before.