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.

Overview
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
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
- IT Operations Management (Event Correlations, Impact Analysis)
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
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
Why Choose LMTEQ for ServiceNow in BFSI?
Domain-Specific Workflows
Proven experience in banking & insurance operations with ready-to-use workflow models.
Deep ServiceNow Expertise
Certified developers and architects across ITSM, ITOM, CSM, App Engine & AI modules.
Compliance-First Approach
We design with security, RBI guidelines, and audit-readiness in mind.
Faster Time-to-Value
Data Visibility Across IT & Non-IT
AI-Driven Automation
From ticket resolution to onboarding, we implement GenAI and Agentic AI to scale operations.
End-to-End Support
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
ServiceNow Implementation for BFSI Operations – A Case Study on Vendor Onboarding Automation in Banking
Unifying IT and Non-IT Asset Visibility for 100+ Branches at a Leading Indian Bank Using ServiceNow for Banking
Transforming Dispute Management System With ServiceNow AI and Automation Solution
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.
As an AI-powered transformation partner, we help businesses unlock potential with ServiceNow to achieve faster, high-quality outcomes.