Heidi
Create a Seamless Customer Experience with ServiceNow FSO
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.
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
Join us for a free, 2-hour workshop to identify, prioritize, and act on your highest-value AI opportunities on the ServiceNow platform.

Our AI experts assess your AI opportunities across five value lenses:
Desirability
User / Experience Value
Feasibility
Technical / Delivery Value
Visibility
Business / Financial Value
Agentic AI
Autonomy & Orchestration
Financial Impact
ROI & Cost Savings
Then, we use our Value-Barrier Matrix to map your use cases & inform your AI roadmap.
High Value
Quick Wins
Key Initiatives
Major Projects
Medium Value
Easy Wins
Strategic
Reevaluate
Low Value
Fill-ins
Incremental
Avoid
What you'll walk away with:
A prioritized AI roadmap mapped to effort and impact
A board-ready ROI snapshot (savings, payback, NPV)
A lightweight governance blueprint to de-risk adoption
An executive narrative that ties outcomes to investment
Schedule Your Workshop
Resources, Case Studies, and Videos created by real people.
We empower clients to unlock their full ServiceNow potential across their business and beyond.
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)








