---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Financial Services Customer Lifecycle Operations

# Financial Services Customer Lifecycle Operations {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

ServiceNow®
Financial Services Business Lifecycle and ServiceNow®
Financial Services Client Lifecycle are a pair of applications in ServiceNow®
Customer Lifecycle Operations that offer management and oversight of the customer lifecycle
process and services. These solutions provide streamlined workflows to gather information, verify
identity documentation, and approve potential customers for banking services.

## Request apps on the Store {#customer-lifecycle-ops-landing-page__id_bcn_f2q_snb}

Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website 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](https://www.servicenow.com/docs/bundle/store-release-notes/page/release-notes/store/sn-store-release-notes.html).{#customer-lifecycle-ops-landing-page__inline-send-to-store}

|-|-|-|
| [Explore ![]() Learn about how agents and other team members use Customer Lifecycle Operations.](y77fxAXo2FwWzFLhA7X5SA "You can use Financial Services Customer Lifecycle Operations to simplify and streamline the management of business and consumer accounts throughout their entire customer life cycle.") | [Set up ![]() Set up Financial Services Business Lifecycle and Financial Services Client Lifecycle.](1BKXlUgftXmDkBDx5BtHCA "You can set up your implementation for the Financial Services Customer Lifecycle Operations application by installing the application, importing financial services data, and reviewing and configuring the components that are installed with the application.") | [Use ![]() Create, manage, and complete Customer Lifecycle Operations cases.](IRlHxY02RpybmWlPKMCP4g "Learn how branch workers and agents use the Financial Services Customer Lifecycle Operations application to create, document, and resolve the new account creation process.") |
| [Analytics and Reporting ![]() Evaluate efficiency and track completed cases with preconfigured dashboards.](ijiqUix_cdZEOFaiqs2Y3w "Financial Services Customer Lifecycle Operations contains preconfigured dashboards with actionable data visualizations that can help your organization improve your business processes and quantify the value of self-service.") | [Reference ![]() Get details about components such as roles, tables, plugins, and installed store applications.](Jba1i8jtMiDpnSXOZIy5Tw "Learn about the components, such as the roles, tables, plugins, and store applications, that are installed when you install the Financial Services Business Lifecycle application and the Financial Services Client Lifecycle application.") |   |
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{#customer-lifecycle-ops-landing-page__table_iwv_lpv_klb}