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Heidi

Financial Service Ops Agent

Heidi is the core agent leading a dedicated team of specialized helper agents for Financial Services. This team automates complex contact center processes, integrating with telephony and ServiceNow FSO to create a secure and seamless customer experience.

Show my treasury and cash position insights

Automate a recurring financial operation

Key Capabilities

Automated Payment & Case Management

Automates the end-to-end lifecycle of payment-related cases, from initial inquiry and investigation to resolution and closure.

Intelligent Customer Verification

Securely automates Know Your Customer (KYC) and identity verification processes, integrating with third-party data sources to reduce fraud and manual effort.

Voice-Powered Self-Service for Banking

Integrates with telephony systems like 3CLogic to provide a natural, voice-driven experience for common customer inquiries like balance checks, transaction history, and dispute initiation.

Proactive Treasury & Cash Management

Monitors cash positions and automates routine treasury operations, providing real-time visibility and reducing operational risk.

Business Value

Enhance Customer Trust & Security

Provide a secure and seamless customer experience for sensitive financial transactions, reducing fraud and building long-term loyalty.

Reduce Operational Costs

Automate complex, manual processes in the contact center and back office, significantly lowering the cost of financial service operations.

Ensure Regulatory Compliance

Maintain an auditable, automated trail for critical processes like KYC and payment management, simplifying compliance and reducing risk.

Our AI Accelerators

Pick a pack to view capabilities and book a tailored demo.

Intelligent Agent Crew

Elara

Knowledge Agent for ServiceNow & Cross-Platform Enrichments

Elara

Ariel

HR Operations Agent automating the full employee lifecycle in ServiceNow

Ariel

Phoebe

ITSM Agent for intelligent service resolution and automation

Phoebe

Miles

IT Operations Agent enabling predictive AIOps, event correlation, and self-healing automation.

Miles

Heidi

Financial Operations Agent automating case management, compliance, and treasury optimization

Heidi

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Resources, Case Studies, and Videos created by real people.

We empower clients to unlock their full ServiceNow potential across their business and beyond.

Explore Resources

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Bakkavor is the United Kingdom’s leading provider of fresh prepared foods, operating 43 sites with a workforce of over 18,000. The company supplies many innovative products to major UK grocery retailers and global food brands. Known for its deep understanding of evolving consumer needs, Bakkavor delivers fresh solutions for every occasion and budget.

How TD Bank Streamlined Risk Management and Gained Resilience With NewRocket

TD Bank, a top North American bank, partnered with NewRocket to modernize its risk and compliance operations. Facing inefficiencies from manual control testing and limited executive oversight, TD Bank implemented ServiceNow IRM and a custom Executive Risk Portal developed by NewRocket. This transformation automated compliance processes, improved visibility, and enhanced decision-making.

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