Exploring Financial Services Deposit Operations
You can use ServiceNow® Financial Services Deposit Operations to manage a streamlined resolution of cases related to savings and checking deposit accounts by automating and optimizing the common deposit account requests.
Key features
- Systematic and repeatable processes for account updates, standing order modifications, and account origination and closures
- Automated workflows available for common account requests to route cases and tasks across different departments and functions
- Personalized CSM Configurable Workspace for different roles
- Playbook experience for a guided navigation to resolve cases
- Performance Analytics dashboard with pre-configured reports to track trends and response times and drive continuous improvement
- Process Mining to visualize process and identify improvement opportunities
Financial Services Deposit Operations applications
The business and personal deposit service requests are supported through the following applications:
- Financial Services Business Deposit Operations
With this application, manage the origination, servicing, and closure of business deposit accounts. Collect and validate required documentation, authorize, and finalize the approval process, all from one centralized workflow.
You can enable it by installing the Financial Services Business Deposit Operations (sn_bom_deposit_b2b) application from ServiceNow Store.
- Financial Services Personal Deposit Operations
With this application, manage the origination, servicing, and closure of personal deposit accounts. Collect and validate required documentation, authorize, and finalize the approval process, all from one centralized workflow.
You can enable it by installing the Financial Services Personal Deposit Operations (sn_bom_deposit_b2c) application from ServiceNow Store.
Deposit Operations personas
| Persona | Description |
|---|---|
| Administrator | Deposit admin who's responsible for configuring the application. |
| End users (requesters) | Customers and branch workers who submit requests and check the status of cases. The following users can submit deposit service requests:
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| Fulfillers | Agents in the middle or back office of financial institutions who work with the deposit servicing team. They are responsible for working on deposit cases and tasks that come into deposit services. The following agents work on deposit cases:
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