Financial Services

By and large, Canadian financial services organizations have done an exemplary job of weathering current global economic conditions. Part of this can be attributed to taking a proactive stance on technology innovation and strategically identifying opportunities for growth. Another reason for the continued success of Canadian financial services firms is the clear understanding that cultivating a strong client base is essential to business growth and maintaining a competitive edge.

To continue growing the business, however, the need to improve collaboration, boost advisory services and gain a better understanding of the client base should still be a strategic priority. Today’s customers both expect and demand around-the-clock, personalized service from their financial institutions. And with increasing pressure to meet this growing client demand, today’s banks, carriers, agents and brokers need collaborative applications that improve data accuracy and allow them to deliver stronger service delivery. This includes developing an enhanced application infrastructure to provide financial advisors — whether in the branch, brokerage or insurance firm — with stronger business insight and real-time access to data that helps them proactively and efficiently market to existing and potential clients.

Microsoft understands these industry needs and is committed to delivering a range of solutions to address the needs of financial institutions providing advisory services. We believe in the power of a strong advisory platform, superior customer information and intuitive People Ready tools to help make it easy to find and share real-time information, deepen client relationships and leverage the power of mobile devices, the Internet and familiar Windows-based technologies such as the 2007 Microsoft Office system.

At the upcoming Microsoft Financial Services Leadership Series Event, we will focus on the Advisory Services’ solutions and demonstrate why it is mission-critical to leverage technology that better supports every aspect of client relationships. We will go in-depth on the benefits of Internet tools and user interfaces that can drive Web 2.0 ‘Business Agility’ that can be cost-effectively implemented today. Microsoft's approach with advisory services enables advisors, agents, and customer services - to transition from contact management and servicing customers to marketing products and services to customers.

We’re committed to helping financial organizations leverage technology to magnify the impact their people can deliver to drive business success. It’s all about equipping firms with easy-to-access systems that give them all the information they need to service existing clients or pursue new business – from in or out of the office.

A Message from Microsoft Financial Services