Now Assist for Financial Services Operations (FSO) release notes
The ServiceNow® Now Assist for Financial Services Operations (FSO) application brings generative and agentic AI to Financial Services Operations. Features include AI agents, case summarization, customer profile summarization, disputes intake via Virtual Agent, and support for third-party language models. Now Assist for FSO was enhanced and updated in the Australia release.
Now Assist for FSO highlights for the Australia release
- Accelerate customer service for banking by using the Customer Service Representative (CSR) Helper AI Agent, which delivers real-time live assistance, intent detection, and AI-generated recommendations to CSRs during active calls.
- Reduce handle time with automatic call summarization: when a call is transferred from IVR or a Voice AI Agent to a human agent, a contextual summary of the customer's issue is made available.
- Ask customer-specific questions using the Customer Insight AI Agent, which answers natural-language Q&A queries about a customer by dynamically drawing on data from core banking systems.
- Give front-office banking agents a unified Customer 360 view enriched an AI-generated summary of a customer's profile, outlining owned products, recent transactions, interaction history, and open cases.
See Now Assist for Financial Services Operations (FSO) for more information.
New in the Australia release
- Banking CSR support AI agent
-
Provides CSRs with AI-driven live assistance during voice calls. When a call is transferred from an IVR or Voice AI Agent to a human agent, the system automatically generates a contextual summary of the customer's issue based on data collected during the IVR phase. The agent monitors the live transcript streamed from the CCaaS platform. When prompted, the agent identifies customer intent, surfaces knowledge-based recommendations, and suggests next-best actions.
- Customer Contextual Summarization skill
-
Generates a call-contextual customer summary in the Interaction workspace in the Agentic Contact Center for Banking. This summary is scoped to the intent of the inbound call, providing the agent with a snapshot of the customer's situation when the call begins.
- Banking CSR customer insights AI agent
-
Enables CSRs to ask natural-language questions about a customer directly from the Customer 360 workspace. The agent aggregates customer data from the ServiceNow platform and external core banking systems, then uses the information to generate accurate, contextually relevant answers.
- Customer Profile Summarization skill
-
CSRs can view AI-generated summarizations directly on the Customer 360 workspace in the Agentic Contact Center for Banking. The feature consolidates data from core banking systems, customer records, and case management into a unified Customer Insights panel, reducing the need to navigate across multiple systems.
Activation information
Install Now Assist for FSO by requesting it from the ServiceNow Store. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.