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.

Financial Services solutions

Advisor Platform
Benefit from an end-to-end approach to financial advisor services and improve people's ability to manage ongoing relationships.

Advisor Desktop portal
Enhances response time to customer opportunities by providing timely and secure access to specialists, service professionals, and information from many sources.

Collaboration
Releases the potential of information stored within legacy systems but also within their own employee base.

Enterprise Risk and Compliance
Simplifies document management and helps ensure that you comply with requirements on how you store, retrieve, archive, and dispose data.

Banking solutions

Channel Renewal
Today's banks interact with customers through a myriad of channels, such as tellers, call centers, ATMs, and the Internet.

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.

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.

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.

Check 21
Moving from a world of paper checks and slow processing to one of electronic images will result in improved customer service, expedited settlement, cost savings, and reduced fraud.

Multi-channel integration
Financial institutions need services and a standards-based framework to create an IT infrastructure that addresses the requirements of a comprehensive, multi-channel integration.

Document management 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.

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.

Advisor Desktop portal
Enhances response time to customer opportunities by providing timely and secure access to specialists, service professionals, and information from many sources.

Enterprise application integration (EAI)
Microsoft offers trading firms a cost-effective alternative to expensive EAI middleware systems.

Market data
Market data solutions allow for a single reference repository.

Straight through processing (STP)
Straight through processing (STP) solutions provide better productivity through automation.

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.

Channel sales and service
Take advantage of tools that your people already use to create a smooth link between your producers and customers.

Claims processing
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:

Point of sale and service solutions
Point of sale and service solutions can increase customer satisfaction and provide product and brand distinction while lowering costs. Applications managed under point of sale and service solutions include:

Policy issuance and 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:

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