Agentic AI use cases for FSO

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Leverage FSO's agentic workflows and AI-driven agents to transform financial services operations, streamlining processes, accelerate dispute resolution, and empower human agents with intelligent, context-aware assistance.

    This table describes the use cases in Now Assist for Financial Services Operations (FSO).
    Table 1. Business use cases powered by Agentic AI in FSO
    Use case Description
    Resolve friendly fraud Helps dispute agents resolve friendly fraud cases by showing key transaction details, suggesting next steps, and drafting clear customer responses, including reasons for any rejection.
    ACH dispute resolution Helps streamline ACH dispute resolution by automating merchant checks, eligibility reviews, action recommendations, communications, allowing disputes to be resolved faster and more accurately.
    Customer support representative assistance Assist customer support representatives in handling customer queries and complaints. In customer profiles, an AI agent answers queries from agents, surfaces insights, and identifies customer needs. In customer interactions, an AI agent determines customer intent, surfaces insights, and offers next-step guidance.