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Financial Services Complaint Management

Financial Services Complaint Management

by Service-now.com

Prioritize and quickly resolve complaints in a consistent, controlled, and auditable way​

0 installs 0 reviews v2.7.0 Scoped Application Free-ish (consumes 8 tables) 8 tables
Developer Instance Sub-Production

Install Trend

First tracked: 2024-10-30 Latest: 2026-09-09 (0 installs)
View Install Data
Date Install Count Change
2026-09-09 0 -
134 days of no change
2026-04-27 22 -22
173 days of no change
2025-11-04 21 +1
85 days of no change
2025-08-10 20 +1
2 days of no change
2025-08-07 19 +1
20 days of no change
2025-07-17 18 +1
30 days of no change
2025-06-16 17 +1
121 days of no change
2025-02-14 16 +1
106 days of no change
2024-10-30 14 +2

About

Financial Services Complaint Management provides capabilities to capture, classify, route, resolve, and measure a firm's inbound complaints, providing transparency and ease for middle and back-office teams. With these capabilities, financial institutions can reduce or avoid the unpleasant outcomes of reputational damage and regulatory exposure.

- Identifies common complaint themes and root causes for decision-making
- Resolves complaints from any source, providing transparent status visibility
- Synchronizes complaint, resolution, and compliance data

Key Features

- Categorizes complaints by type. Manage complaint types according to business workflows and service level performance objectives. 
- Playbook for complaint review, response, and approval.
- Performance analytics reports that outline performance resolution rates and speed by type.
- Dedicated CSM configurable workspace for service, quality, and compliance teams.
- Support for both business and consumer customers.

Version History (5)
v2.7.0 2026-04-09 15:00:48
New: Added deposit service table as a source for AIS, enabling better data integration and insights.  Updated: FSO now uses the native CS...
v2.6.0 2026-03-12 16:12:48
Updated: Updated the read-only option to 'Strict Read Only' for read-only fields
v2.4.1 2025-07-31 17:00:10
Changed Included additional translations to support localization for Q4.
v2.3.1 2025-01-30 16:26:33
Fixed Republish the playbook to fix the b2b relationship contributor not being able to access case after creation.
v2.3.0 2024-11-07 14:10:15
New Added scope flow executor role to subflows
ID: 6ee0a408535f60108856ddeeff7b120d · Published: Apr 2026 · Updated: Sep 09, 2026