Microsoft for Financial ServicesAt Microsoft, our aim is to provide affordable, people-ready technology solutions to help financial services organisations achieve better results. We work with our partners to develop integrated, reliable and scalable solutions that meet the needs of banks, insurance companies, and financial markets firms worldwide. Microsoft solutions for financial services helps companies succeed by providing the tools people need to gain new insights, make informed decisions, improve customer services, and improve operations. Microsoft is dedicated to developing products for the financial services industry that provide best-in-class performance along with great value. With our partners we provide effective, manageable, cost-efficient solutions which are familiar, widely used and supported, innovative and close integration with existing systems.
Microsoft in Financial Services |  | Microsoft in Financial Services: Empowering people through technology | |
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Microsoft in the Enterprise | | Microsoft in the Enterprise: A guide for customers | |
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Microsoft in your sector | Microsoft provides banks with comprehensive solutions which feature reusable business components that can assist the drive toward cross-channel consistency, enabling tellers and sellers to improve customer relationships, and banks to renew and optimise their core banking and payment systems. |
 | Microsoft and partners focus on developing standard-based solutions designed to integrate systems for organisations in the insurance industry, resulting in improved customer service and more efficient business processes. |
 | Microsoft solutions for financial markets and securities focus on improving operational efficiency and developing innovative products and services-all within the frameworks of existing systems and business processes. |
Enterprise Briefing CentreMicrosoft’s Executive Briefing Centres in London and Reading are available for our Enterprise customers to ask questions, explore IT strategy and build relationships with Microsoft executives and business experts. These executive briefings are designed to help you create an IT roadmap for the future – and to ensure that you achieve maximum potential from your Microsoft technology investments. Download the PDF below or contact your Microsoft account manager. Microsoft Executive Briefing Centre | | Microsoft Executive Briefing Centre: Empowering your enterprise to excel | |
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Find a Microsoft solution partnerFinancial Services solutionsCollaboration
To survive and thrive, financial services firms not only need to unlock the potential of information stored within legacy systems but also within their own employee base. Collaboration solutions release the potential of information stored within legacy systems but also within their own employee base. Advisor Platform
Benefit from an end-to-end approach to financial advisor services and improve people's ability to manage ongoing relationships. Enhance response time to customer opportunities by providing timely and secure access to specialists, service professionals, and information from many sources. Enterprise Risk and Compliance
Simplifies document management and helps ensure that you comply with requirements on how you store, retrieve, archive, and dispose data. Read more about how you can build your compliance strategy on Microsoft Office Excel 2007. Microsoft Dynamics for financial services (US)
Microsoft Dynamics CRM can help your financial institution by working the way your people do. Unify client information from disparate data sources and deliver to users through intuitive prospecting and customer relationship management (CRM) tools that are natural extensions of Microsoft Office system applications, such as Microsoft Office Outlook. By giving your customer-facing advisors and representatives access to the right information at the right time, Microsoft CRM provides better customer insight, enables improved customer service, and helps your organisation attract and retain clients more profitably than your competitors. | 
