Microsoft Solutions for the Financial Services Industry

Fluctuations in the financial services industry offer opportunities for smart organizations to evaluate their systems and processes and invest in those that have the most impact on profitability and growth. Organizations that succeed understand that it is wise to monitor business and technology trends and plan investments accordingly.

Combining our strength in enterprise technologies with the industry-specific knowledge of our valued partners, we offer solutions for the Financial Services sector that work within a cost-efficient IT infrastructure to help solve your most pressing business concerns.

In our work with enterprise organizations, we see these financial services trends and offer technology solutions to proactively address them:

  • The consumer is in control
  • Information is your business
  • The value chain is global and regulation is growing
  • Increasing business complexity is the norm
  • Execution excellence is critical

Learn more about our solutions for the financial services industry.

Cross-industry solutions

  • Advisory Services

    Advisory Services provides a powerful, integrated platform that empowers financial services professionals to provide better customer service to individual and institutional clients.

  • 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

  • Branch

    Solutions for the bank branch demonstrate how the branch can increase revenue while reducing costs and preparing for industry and compliance changes.

  • 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 risk and costs, and prepare for growth.

  • Customer knowledge

    Microsoft solutions provide all bank staff with rich information about each customer, enabling them to quickly review, evaluate, and anticipate customer needs, resulting in opportunities to deepen and strengthen customer relationships.

  • Customer and performance insight

    The Microsoft Customer and Performance Insight solution is designed to empower bank employees by providing business intelligence with advanced analytic and visualization capabilities, transforming data into knowledge that can be used to measure business and service performance and make better decisions.

  • Online financial services

    A distinct shift is under way toward digital access to basic banking services. As use of the Internet channel for many transactions becomes common, the banking industry recognizes the opportunity to change the role of the branch from a servicing office to a sales environment.

Capital Markets solutions

  • Portfolio and investment management

    Microsoft and its partners provide investment institutions with the scalable, integrated, cost-effective portfolio management and accounting solutions they need to maintain their competitive edge and offer clients the best returns possible on their investments.

  • Order management and trade execution

    Order management and trade execution solutions enable competitive buy-side and sell-side firms to quickly manage higher data volumes, more easily address greater data complexity, and more productively execute challenging data analysis.

Insurance solutions

  • Claims servicing

    Our claims servicing solutions manage the technology that support the business process and workflow for claims management through the life cycle of the claim, providing complete information access to all partners within the claims environment, and resulting in increased collaboration, operational efficiency, competitive differentiation, and financial performance.

  • Customer and performance insight

    This solution combines customer relationship management and analytics to help financial companies build more responsive and profitable customer relationships while working with a variety of sales and service channels.

  • 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.

  • Product design and development

    Insurance companies require unique product design and development capabilities to increase business agility while improving the customer experience and manage IT costs. Microsoft's partner-supported solutions include centralized data access, business rules management, reusable product structures, and connections to core transaction processing, underwriting, and policy systems to speed configuration and time-to-market for new financial products.

  • Underwriting

    Microsoft underwriting solutions are designed to support the examination and acceptance or rejection of insurance risks, as well as classification of the accepted risks so that the proper premiums are charged.