Financial Services Operations (FSO)

Overview

Industry-specific workflows for banks and financial institutions - servicing customers, handling card operations and disputes, and orchestrating complex financial processes on a data model built for financial services. An industry layer on top of CSM.

Modules in this family

FSO Servicing - financial-services customer servicing and operations
Card Operations & Disputes - manage card disputes and chargebacks

Modules in this family

Card Operations & Disputes

An umbrella for Financial Services Card Operations, including card applications, card service requests, and dispute-management capabilities. Network and vendor integrations apply only when specifically installed and configured.

FSO Servicing

An SNFlows umbrella for Financial Services Operations capabilities across banking, insurance, shared services, complaints, loans, and other separately installed industry workflows.

Official docs: Financial Services Operations ↗