Now Assist for Financial Services Operations (FSO)

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of Now Assist for Financial Services Operations (FSO)

    Now Assist for Financial Services Operations (FSO) is a ServiceNow application designed to automate financial operations processes by leveraging artificial intelligence (AI) skills and agentic workflows. It enables financial services organizations to streamline operations through AI-driven automation, improving efficiency and reducing manual effort.

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    Key Features

    • Agentic AI Capabilities: Utilize advanced AI-driven workflows tailored for financial services to automate routine tasks and decision-making processes.
    • Financial Services Operations AI Agent Collection: Access pre-built AI agents specifically designed to address financial operations use cases.
    • Configuration and Setup: The application requires configuration to align AI workflows with organizational needs and financial operations processes.

    Important Usage Considerations

    • Model Provider Availability: Not all AI model providers and Now Assist features are available for customers with in-country SKUs, or those operating in FedRAMP, NSC DOD IL5, Australia IRAP-Protected data centers, self-hosted environments, or other restricted regions. Customers should monitor ServiceNow updates for changes in availability.
    • Regulated Markets Limitations: Certain AI products and skills may be restricted or unavailable in regulated markets.
    • AI Limitations and Responsible Use: AI outputs may not always be accurate or appropriate. Customers must thoroughly test and evaluate AI results, maintain human oversight, and avoid relying solely on AI for critical decision-making, especially in sensitive fields like finance.
    • Data Processing and Privacy: Data from customer instances is transferred to centralized ServiceNow environments, potentially across regions and third-party cloud providers (e.g., Microsoft Azure), according to ServiceNow’s internal policies. Customers can opt out of data collection used for improving ServiceNow AI products.

    Support and Troubleshooting

    • ServiceNow Community on AI and Intelligence offers peer support and shared knowledge.
    • The Known Error Portal provides articles addressing common issues.
    • Customer Service and Support channels are available for direct assistance.

    Use the ServiceNow® Now Assist for Financial Services Operations (FSO) application to leverage AI skills and agentic workflows to automate your financial operations processes.

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    Federal exclusion notice

    Important:
    • Not all model providers are available for customers with in-country SKUs, and some Now Assist products/features are currently unavailable for in-country customers. For more information, see the KB1584492 article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.
    • Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the KB0743854 article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.
    • Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.
    • Some AI products and skills are not available in Regulated Markets. For more information, see KB2593939: Regulated Markets AI Products/Skills Not Available. Be sure to check for availability updates in future releases.

    Troubleshoot and get help

    AI limitations

    This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by ServiceNow’s AI Acceptable Use Policy, which may be updated by ServiceNow.

    Data processing

    This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our CORE Compliance Portal.

    Data collection

    ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. Customers can opt out of future data collection at any time, as described in the Now Assist Opt-Out page.

    For more information, see the Now Assist documentation.