Financial Services institutions are contending with mega-mergers, decreasing margins, a more challenging regulatory environment, and fierce competition - these and other realities mean that they must constantly seek a competitive edge and identity a path for long-term profitability. To remain competitive, many financial organisations are looking to integrate their IT infrastructure, introduce cross-channel consistency and lower their cost-base.
Microsoft and partners work closely with banking, capital markets/securities and insurance firms to achieve these goals.
Microsoft focuses on 6 areas in the financial services industry:
Advisor Platform Solutions
Advisor Management
Enables financial advisors to work more effectively and efficiently across information sources and distribution channels to better service clients. Through integrated systems, advisors gain a more holistic view of customers.
Enables advisors centralised access to resources that are necessary to deliver comprehensive financial advice in a familiar user interface. Portal team collaboration capabilities also help to ensure that advisors can take full advantage of the expertise across an institution without going outside the portal.
