The challenges in the wealth management, insurance, and capital markets environment are numerous - from increasing customer expectations to the expanding range of financial instruments and policies, the pressures of industry consolidation, lower margins, and increased regulatory requirements. A key to success in this competitive, fast-paced sector is having a holistic view of the client relationship with access to information across service delivery channels and lines of business. Even more important, however, is having the right technology in place so client facing professionals can spend less time on administrative tasks and more valuable time serving clients.
Advisory Services uses a structured approach to bring together disparate information, both internally and externally, to provide financial advisors with real-time, integrated, multi-channel access to client information, research, and data. The Advisory Services dashboard empowers financial services professionals to truly become trusted advisors to their customers.
Advisory Services empowers better customer service through an integrated platform that provides a complete view of the customer, automated business processes, and a collaborative environment that reduces administrative time.
Learn more about the integrated suite of Advisory Services tools developed for Capital Markets, Banking, and Insurance enterprises:
Wealth Management
Advisory Services - Wealth Management is Microsoft's solution for financial advisors in Banking, Insurance and Capital Markets industries. This integrated framework drives improved productivity for professionals providing financial advice to individual clients. Wealth Management solutions significantly increase productivity through 360 degree portals, providing comprehensive visualization of client data with workflow capabilities promoting advisors differentiation through superior customer service.
Insurance
This solution is for agents and brokers representing Life, Annuity and Property & Casualty lines. This solution area includes the agent portal and broker portal which enables efficiencies in the distribution network and services that connect carrier agents to price quoting, underwriting, and other policy origination and management systems. This framework is designed to track and report premium production, customer service and retention, and other agency key performance indicators.
Capital Markets (Institutional)
This solution is designed for sell-side firms serving institutional clients using customer relationship management (CRM) and client analytics to provide greater visibility into client activity across financial product silos. This solution enables firms to provide improved client service by seamlessly integrating the entire communication infrastructure including instant messaging (IM), Voice Over Internet Protocol, analytics tools and real time communications with portfolio managers and traders leveraging turret systems.