Top 5 Features in Vancouver Release Financial Services Operations

Check out the newest Financial Services Operations features in the latest Vancouver release by ServiceNow!


Equifax Spoke

  • So much of the evaluation of a client relationship at a financial institution is based off data that comes from the credit report. Team members in these organization are taught to look for the 5 Cs of Credit, many of which are validated through understanding a credit bureau report in conjunction with internal client data. Utilizing a top 3 credit report provider like Equifax allows ServiceNow to enhance the user experience and reduce cycle times with client interactions.
  • Easy integration changes the workflow for financial institution team members and allows them to navigate conversations seamlessly. Equifax OneView integration enhances the system of action with the option to pursue data components or friendly readable pdf content. Utilizing the new industry standard of OneView changes the team member experience creating a clean visual experience.
  • Reducing the time on a bidirectional integration with Equifax via API calls, allows your development team to focus on other internal backlog.

Card Operations: Dispute Management

  • Increasing complexity across card operations requires the flexibility to navigate the dispute process for the client, with a merchant, against regulations, while also ensuring internal business rules and processes are followed. This is a great example of how the FSO tool continues to grow in areas of increased complexity in FS.
  • A card operations team fulfills onboarding, maintenance, and fraud/dispute management functions for their institution. These enhancements create OOTB flow & functionality so that our FS customers can focus on configuration instead of customization.
  • Multi-faceted enhancements with managing card operations dispute approval flow, a managers dashboard view and configurable email notifications, all while being able examine the dispute against the client's whole profile

Claim Adjuster Workspace

  • Creating a single view of claims history and content on a client. Configuration of the workspace allows your organization to transform the client experience and tailor it to your guiding principles.
  • Transforming the client conversation from a 'let me look?' interaction to a 'I see here, and can confirm'
  • Available for both Personal and Business lines - the features enhancing the claim adjustment experience through reduction of manual work and cross team visibility.
  • All the Cool Features in CSM! Check those out, because remember they apply here too!
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Top 5 Features in Vancouver Release Financial Services Operations

Check out the newest Financial Services Operations features in the latest Vancouver release by ServiceNow!

Knowledge Wrap Video

The event provided a vibrant platform for reconnecting with peers, delving into AI transformation, and driving innovation with purpose. Read on to discover how NewRocket made its mark at Knowledge 2024.

What We Learned

From recent insights gathered, we learned that ServiceNow customers are increasingly receptive to adopting AI solutions and ServiceNow has the tools to embrace that head on. However, there's a gap in AI use-cases for more mature users, highlighting the need for a creative approach to accommodate their business needs.

In navigating AI adoption, organizations are challenged to find the delicate balance between embracing innovation and avoiding dependency on emerging technologies. Advisory consulting and trusted guidance beyond initial queries spark interest, particularly around AI's impact on operations. Read our AI blog series to learn more about our approach.

Excitement around GenAI is apparent, with most users eager to explore its potential benefits and invest in quick wins. Notably, advanced use cases like process mining are gaining traction. Key solution themes include interest in native mobile applications, Employee Center migration, and the urgent need for enhanced data capabilities.

Recognitions and Awards

ServiceNow Americas Employee Workflow Partner of the Year

The ServiceNow Americas Employee Workflow Partner of the Year award celebrates Partners' exceptional efforts in enhancing employee experiences through innovative collaborations and technology solutions. Learn More.

UK Public Sector Partner of the Year Award

The ServiceNow UK Public Sector Partner of the Year underscores  Partners' dedication to driving digital transformation and delivering exceptional outcomes for public sector organizations in the UK. Partnership for Good Grant

The Partnership for Good Grant highlights Partners' commitment to leveraging technology for social impact and driving positive change in communities around the world. Learn More.

Top 10 Finalist for ServiceNow Best Employee Portal of the Year

ServiceNow's Best Employee Portal of the Year award recognizing Partners' dedication to creating innovative solutions that empower employees and enhance workplace experiences. Learn More.

NewRocket Booth

At ServiceNow's Knowledge 24 event, we connected with 350+ attendees at our booth, showcasing how NewRocket supports organizations on their ServiceNow journey. AI emerged as a key topic, reflecting the growing interest in its potential across businesses. Our strategic advisory approach, FlightPath, aligns technology with business objectives, drawing on our expertise in customer, employee, technology, and security transformation. Plus, we captivated attendees by transforming them into astronauts using AI. See the photo booth results here!

Workshops and Speaking Sessions

Beyond Personas: Developing Holistic Frameworks to Personalize User Solutions

Industry innovation: Consilio’s Transformation Journey on ServiceNow

Dive Into Prototyping to Accelerate Validation With Design Libraries

Make Better Business Decisions by Integrating Risk and Compliance

Participating in ServiceNow's Knowledge sessions and workshops this year was truly enriching. Interacting with customers and partners provided invaluable insights into the future state of ServiceNow and allowed us to have in-depth discussions on how we can collectively offer better experiences across various facets of the platform. From exploring advanced AI integrations to optimizing workflow processes, the conversations were not only enlightening but also inspiring, fueling our commitment to innovation and excellence in the ServiceNow ecosystem. We can't wait to see you next year!

NewRocket Party

Our poolside event at the Capri restaurant in Las Vegas provided a refreshing break from the conference hustle, allowing us to unwind and connect with friends, colleagues, partners, and customers in the cool open air. As the night progressed, we loved creating unforgettable memories and strengthening our bonds within the ServiceNow community.