Heidi

Create a Seamless Customer Experience with ServiceNow FSO

Discover how you can get the most value from your knowledge base with Heidi.

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

Discover the Value of Heidi & AI Agents for Your Business

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

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