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ServiceNow for Banking, Financial Services, and Insurance

Unlock end-to-end automation for the banking and insurance sector with LMTEQ’s ServiceNow implementation for BFSI. From loan processing to customer onboarding, we simplify complex operations using GenAI and Agentic AI.

Book a Free BFSI Workflow Assessment
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Overview

Banks and financial institutions deal with complex, high-volume operations. Manual workflows slow them down. Our ServiceNow for BFSI solutions helps you to automate requests, streamline compliance, and improve customer service, all on a single platform. With GenAI and Agentic AI, we enable faster onboarding, loan processing, and issue resolution through AI-powered workflows.

Why Choose ServiceNow for BFSI Operations?

In BFSI, time is money, and delays in approvals, service requests, or compliance checks can have a serious business impact. Our ServiceNow implementation for BFSI addresses the real issues:

Too many disconnected systems

High-volume, manual workflows

Delayed regulatory reporting

Poor visibility into request status

Low agent productivity and rising service costs

With ServiceNow for banking, insurance, and financial services, we help unify operations on a single platform, with built-in AI, automated workflows, and real-time tracking.

Our ServiceNow Capabilities for BFSI

We help banking and insurance institutions streamline operations, improve service delivery, and meet compliance using tailored ServiceNow implementations.

For Banking

  • ITSM for ticketing & change management
  • IT & non-IT asset visibility
  • Automated service workflows
  • Real-time dashboards
  • SSO & MFA integration
  • Event correlation & alerts
  • Loan processing automation
  • AI-driven customer onboarding
  • Core banking integration
  • Regulatory reporting workflows
  • Self-service portals
  • Virtual agents for query resolution

For Insurance

  • Customer & agent onboarding automation
  • Claim processing workflows
  • Policy administration
  • Loan claim tracking
  • Risk & compliance automation
  • Underwriting support
  • Role-based dashboards
  • Self-service portals
  • Integration with core insurance systems
  • AI agents for issue resolution
  • Workflow automation across departments

AI Capabilities with ServiceNow for BFSI

Bring speed and intelligence to your BFSI operations with LMTEQ’s GenAI and Agentic AI integrations on ServiceNow.

What we enable :-

  • Case and chat summarization for faster decisions
  • Virtual bots for 24/7 support and self-service
  • Predictive analysis to reduce delays and bottlenecks
  • GenAI-generated knowledge articles and email drafts
  • Scheduled maintenance planning using historical trends
  • AI agents for customer onboarding, loan processing & issue resolution
  • Smart triaging and auto-routing to the right teams
  • Context-aware workflows that take actions without human input
  • Intelligent SLA monitoring and escalation
With LMTEQ, you get real-world AI-powered ServiceNow for banking and insurance, automating tasks, cutting manual effort, and improving service quality.

Why Choose LMTEQ for ServiceNow in BFSI?

We don’t just implement ServiceNow, we tailor it to meet the real-world needs of banking and insurance.
Why BFSI leaders trust LMTEQ :-
Domain-Specific Workflows

Proven experience in banking & insurance operations with ready-to-use workflow models.

Certified developers and architects across ITSM, ITOM, CSM, App Engine & AI modules.

We design with security, RBI guidelines, and audit-readiness in mind.

Streamlined implementation with reusable components and accelerators.
Unified dashboards and automated reporting across departments and systems.

From ticket resolution to onboarding, we implement GenAI and Agentic AI to scale operations.

From consulting to implementation, training, and ongoing optimization.

Customer Success Stories

Learn how we resolved the biggest challenges for our Fortune 500 clients worldwide

ServiceNow Data Center Modernization for an RBI-Compliant Indian Bank

A leading Indian bank lacked unified visibility into its data center infrastructure due to strict RBI...

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ServiceNow Implementation for BFSI Operations – A Case Study on Vendor Onboarding Automation in Banking

A mid-sized cooperative bank operating across three Indian states ...

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Unifying IT and Non-IT Asset Visibility for 100+ Branches at a Leading Indian Bank Using ServiceNow for Banking

A top private bank in India, with a massive network of 100+...

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Transforming Dispute Management System With ServiceNow AI and Automation Solution

A leading financial institution in the US was struggling with...

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Ready to Modernize Your Financial Operations?

Join leading banks and insurers who’ve achieved:

  • 60% faster issue resolution
  • 40% reduction in manual workflows
  • 90% self-service adoption with ServiceNow automation

Let’s explore how LMTEQ can deliver these results for you. Contact Us

Why Choose LMTEQ as a
ServiceNow Service Provider?

  • Certified ServiceNow Professionals.
  • Expertise in Implementation and Integration.
  • Tailored Solutions to Meet Your Needs.
  • Time-Zone Aligned Support.
  • Top-Notch Ongoing Support and Optimization Services.

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