FSO Implementation Highlights

Advisory and Consulting

Automated Workflows

We used ServiceNow's FSO to streamline and automate the client onboarding process, including data gathering, verification, and account creation.

Advisory and Consulting

Integration with Legacy Systems

ServiceNow's IntegrationHub connects with external CRM systems and internal databases, facilitating seamless data extraction.

Advisory and Consulting

Client Self-Service Portal

We developed a client-facing portal in ServiceNow, enabling clients to submit information, monitor application status, and access real-time updates.

Solution Details

Advisory and Consulting

Client Data Management

Streamlined the capture and verification of client data, integrating it with external data verification services for accuracy and compliance.

Advisory and Consulting

Case and Incident Management

A case management system was set up to address onboarding issues and expedite the resolution of client inquiries and problems.

Advisory and Consulting

Document Handling

We integrated the solution into ServiceNow's Document Management system to automatically generate, fill, and store necessary legal and compliance documents.

Outcomes

Under one hour

Cut in onboarding time

40%

Increase in Client satisfaction

60%

Reduction in error rate due to automated checks and less manual input

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