Use the prebuilt financial service process templates to help you get started. Upgrade the service process self-service experience for customer community users with the enhanced Financial Services Client Portal template. From AI-generated knowledge summaries to context-aware quick chats and service processes catalog, deliver intelligent, connected support experiences with ease.
- Build Service Processes Faster with Prebuilt Templates in Unified Catalog
Access prebuilt financial service process templates in Unified Catalog and deploy them with a single click to include all associated data, metadata, and dependencies. While you can still create service processes in Service Process Studio, creating service process definitions from prebuilt templates is now unique to the Unified Catalog. - Speed Up Resolutions for Service Processes with Agentic Self-Service
Unify the customer self-service experience in the Financial Services Client portal template with new AI-powered components. Your users can view AI-generated summaries and the most common related questions, ranked by popularity, directly on a service process knowledge article page. Select a word or phrase in a service process knowledge article to trigger a quick chat that uses this context to provide context-aware answers. View service processes that are deployed using Unified Catalog on the service catalog page. In addition, with the Associated Service Processes component, users can launch actions, such as order a checkbook, from relevant articles.