Microsoft solutions for financial services
Microsoft believes in delivering products and technologies that help companies achieve a competitive edge. Through a combination of technology and industry partners, we create solutions that inspire innovation, streamline operations, and improve the customer experience.
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Financial Services solutions
Document and Records Retention
Microsoft and its partners can help align IT and business to embed DMRR best practices into your day-to-day processes and workflows.
Governance, Risk Management and Compliance
Simplifies document management and helps ensure that you comply with requirements on how you store, retrieve, archive, and dispose data.
Payments
Solutions from Microsoft's partner ecosystem span every aspect of the payments business, including treasury cash management, payments delivery channels, and clearing and settlement.
Banking solutions
Core banking
Leveraging modern banking applications on a platform based on Microsoft technologies enables a phased, strategic approach that lets your people improve operations, reduce costs, and prepare for growth.
Customer knowledge
Financial institutions that best manage customer relationships put customer knowledge at the center of their value proposition.
Branch seller
To meet today’s challenge, your bank needs to provide customers with top-notch service when they walk into a branch office.
Branch teller
Today’s tellers are forced to switch frequently among various applications, creating delays in customer service.
Branch Banking
Working with partners that understand the needs of branch banking, Microsoft helps banks see a complete view of the customer across their entire portfolio of products and channels.
Capital Markets solutions
Advisor Platform
Benefit from an end-to-end approach to financial advisor services and improve people's ability to manage ongoing relationships.
Insurance solutions
Insurance value chain
The insurance industry is an increasingly dynamic environment—both within the enterprise, where business strategies shift, and outside the enterprise, where unanticipated opportunities and threats are constantly emerging.
Agent/broker services
Take advantage of tools that your people already use to create a smooth link between your producers and customers.
Claims servicing
Microsoft .NET Web services enable seamless integration and real-time data sharing between auto insurance companies and their application service providers. Applications managed under claims processing application include first notice of loss, claims work flow, third-party estimation and repai, subrogration, litigation management, billing, and fraud detection. :
Policy administration
These solutions offer opportunities to craft new cross-industry business processes, develop new financial instruments, and keep pace with the cycle times of point of sale and service demand. Applications managed under policy issuance and administration solutions include: actuarial development or modeling, product configuration and underwriting, rating and quoting, issuance, billing, reporting, printing, and reinsurance.
