SERVICENOW FOR FINANCIAL SERVICES

Operational Clarity in a Highly Regulated Environment

Financial institutions run on trust, and that trust depends on a lot happening behind the scenes. Technology, security, risk, compliance, operations, and vendors all have a role in keeping services available, protecting data, and meeting regulatory expectations.

Beyond20 helps banks, insurers, and financial institutions use ServiceNow to connect those responsibilities across the enterprise. We design the platform around how the organization operates, giving teams better visibility into services, assets, risk, investments, and regulated work without losing the controls financial services requires.

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Where Finance Operations Break Down

In financial services, regulated work needs clear ownership and audit-ready traceability. When work is tracked across disconnected systems, teams lose visibility and spend time reconciling what happened.

Resilience at Scale

Critical business services depend on applications, infrastructure, data, people, and third parties. Leaders need a clear view of those dependencies and a coordinated way to respond when something fails.

Cyber & Third-Party Risk

Financial institutions operate within a dense ecosystem of vendors, fintech providers, cloud services, and shared technology. Risk has to be identified, assigned, monitored, and connected to action across organizational boundaries.

AI & Model Governance

AI and model use are expanding across financial services. Leaders need defined ownership, trustworthy data, validation and monitoring practices, appropriate human oversight, and evidence that governance is working.

Investment & Capacity

Cybersecurity, regulatory work, cloud, AI, legacy modernization, and business initiatives compete for specialized people and funding. Leaders need stronger portfolio context to decide what moves forward and why.

How Beyond20 Supports Financial Services Organizations

Financial services teams need regulated work to move forward without losing control or visibility.

We help you align ServiceNow with real approval paths, clear control ownership, and regulatory requirements. These processes are defensible, accountability is clear, and audits, exams, and executive reviews hold up under scrutiny.

Connect business services to the applications, infrastructure, assets, vendors, and teams they depend on so resilience and response decisions begin with stronger context.

Coordinate security incidents, vulnerabilities, technology risk, third-party issues, policy exceptions, and remediation work with clear ownership, escalation, evidence, and follow-through.

Support AI and model governance workflows for intake, inventory, review, validation activities, approvals, monitoring, issues, and exceptions while keeping human accountability explicit.

Automate repeatable coordination work where rules and controls are clear, giving specialists more capacity for analysis, judgment, risk decisions, and complex exceptions.

Improve regulated client and employee workflows with consistent routing, decision points, documentation, and audit-ready history across operations, risk, compliance, and shared services.

What This Looks Like in Practice

In financial services, a technology issue can quickly become a business, risk, or regulatory issue. ServiceNow can help connect the people, systems, and decisions behind that work so teams have the context they need to respond.

Here’s what that can look like in practice.

Protect critical services

When a payment, trading, lending, or other critical service goes down, teams need to understand what is affected and what needs attention first.

ServiceNow can connect the issue to the applications, infrastructure, vendors, services, and teams behind it, giving everyone involved a shared view of the impact. Beyond20 helps define the ownership, escalation paths, and workflows that support response and recovery, while creating a useful record for reporting, review, and future planning.

Coordinate risk response

A vendor security event, vulnerability, or control issue can quickly involve technology, security, risk, compliance, and business teams.

ServiceNow can bring the affected services, owners, vendors, deadlines, approvals, and required actions into one workflow. Beyond20 helps build the process around it so teams know who owns what, when an issue needs to be escalated, and what needs to be documented along the way.

Govern AI use

As AI becomes part of more products, processes, and vendor services, financial institutions need a consistent way to understand where it is being used and how that use is reviewed.

ServiceNow can support the workflow around AI and model inventory, ownership, risk reviews, approvals, monitoring, and exceptions. Beyond20 helps turn governance requirements into a process people can actually follow, with clear roles, review points, and accountability across technology, risk, compliance, data, and the business.

Make smarter investment decisions

Cloud, cybersecurity, regulatory commitments, legacy systems, data, AI, and growth initiatives all compete for the same budgets and specialized talent.

ServiceNow SPM can help leaders see priorities, costs, resources, dependencies, risk, and progress across that work. Beyond20 helps build a consistent way to evaluate and prioritize investments so leaders can make better-informed decisions about what needs attention now and what can wait.

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