---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Use

# Using Agentic Contact Center for Banking {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

<br />

## Overview of tasks in Agentic Contact Center for Banking {#using-agentic-contact-center-for-banking__cf-using-parent-workflow}

<br />

* [View customer accounts and transactions in Agentic Contact Center for Banking](https://servicenow-prod.fluidtopics.net/zJ6EUmLT2MEPB39a6W_wWw "Review a customer's financial summary, account holdings, and account details in the Customer 360 workspace to understand the customer's overall position with the bank before or during an interaction.")

  <br />

* [View customer cases in Agentic Contact Center for Banking](https://servicenow-prod.fluidtopics.net/FTEuhJk7Li5wIeAxCG~e5A "Review service cases for a customer's account in the Customer 360 workspace to understand account activity and any open or historical service requests.")

  <br />

* [Generate customer insights in the Customer 360 workspace](https://servicenow-prod.fluidtopics.net/W4e53x2h9Wpvo1iUvlRwfw "Use the Banking CSR customer insights AI agent in the Customer 360 workspace to automatically consolidate customer data and generate persona-based insights. These insights help customer service representatives (CSRs) prepare for callbacks, conduct proactive outreach, and identify high-value customers requiring attention.")

  <br />

* [Work on an interaction in Agentic Contact Center for Banking](https://servicenow-prod.fluidtopics.net/6V1siicp45lqm6oO~kEmAA "Learn how to manage customer interactions in the Interaction workspace, from accepting incoming chats or calls to resolving issues with AI-powered assistance. This task guides customer service representatives through verifying customer identity, leveraging AI-generated insights, and completing interactions with automated wrap-up summaries.")

  <br />

{#using-agentic-contact-center-for-banking__cf-using-parent-steps-ul}