Microsoft Cloud for Financial Services

Accelerate innovation for sustainable growth.

Future-first financial services

Microsoft Cloud for Financial Services provides capabilities to manage data to deliver differentiated experiences, empower employees and combat financial crime while facilitating security, compliance and interoperability.

Deliver differentiated experiences

Designed to accelerate loyalty, growth and profitability through personalised customer interactions and financial insights.

Empower employees

Use solutions to improve productivity and workflows to boost employee experience and strengthen customer connections.

Combat financial crime

Help identify and respond to evolving criminal activity while helping to protect against losses.

Boost security and compliance

Help stay ahead of sophisticated attacks and on top of evolving regulatory requirements.

Overview
Guided Tour

Capabilities

Microsoft Cloud for Financial Services

Create personalised experiences

Designed to build customer loyalty through more relevant interactions – and deeper insights.

Help increase customer lifetime value and loyalty

Provide a comprehensive view of a customer’s financial situation, including behavioural and demographic data.

Streamline the loan experience from the start

Provide customers with access to loan applications and self-service tools.

Optimise your lending workflows

Help improve communication, productivity and process orchestration across your organisation while enhancing customer experiences.

Personalise and manage interactions

Tailor intelligent interactions with a financial view of customers and engage with them on their preferred channel of communication.

Stay ahead of evolving cybercrime

Help protect your organisation, customers and bottom line against fraudulent activity.

Safeguard your reputation

Help protect your data, identify bot attacks and prevent fake accounts, account takeovers and fraudulent access at account creation and login.

Help secure your merchant services arm

Designed to defend online transactions against purchase fraud by using advanced adaptive AI and increase revenue by reducing false positives.

Stay on top of regulations

Help perform detailed compliance assessments across the globe, quickly have your questions answered by experts and stay updated on regulatory changes.

Count on the security and compliance pros

Get assistance from a team of experts to support your internal and external risk, audit, compliance, cybersecurity and privacy teams.

Help organisations manage compliance regulations

Take inventory of risks, simplify implementing controls, stay current on regulations and certifications and easily report to auditors and regulators.

Ease interoperability and unify data

Help to break down data silos with an industry model and pre-built data connectors designed to accelerate insights and improve business workflows.

Help meet evolving customer needs

Support multiple banking models, including branches, individual or business customers, financial holdings and households or partnerships.

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Microsoft Cloud for Financial Services

Contact your account executive to get started with Microsoft Cloud for Financial Services.*

Microsoft Cloud for Financial Services** includes:

  • Unified customer profile with a 360-degree view of data
  • Self-service mobile tools to streamline customer onboarding
  • Financial summaries at your fingertips to drive engagement
  • Workflow automation and intelligent tools to orchestrate processes

*See terms and conditions

 

**Microsoft Cloud for Financial Services is generally available in English, French (CA), Dutch, German, Italian, and Spanish, and in these countries: US, UK, Canada, Germany, Ireland, France, Italy, Mexico, the Netherlands, and Switzerland

See how organisations are reimagining financial services

Future of work, redefined

Direct Line loves how the flexibility of Microsoft Surface devices helps them support millions of UK customers.

Manulife

Putting customers first

Manulife uses the Azure cloud to modernise applications and better support new business models.

ABN

Striving to be one of the best remote banks

ABN AMRO improves its digital customer service model across all lines of business, enhancing video banking capabilities with Microsoft Teams.

replace monday

Working productively in a digital world

Franklin Templeton builds a foundation for the investment management firm of the future with Microsoft 365.

Frannie Mae

Empowering a lean and effective workplace culture

Fannie Mae adapts to change, including new regulations and shifting demographics, by modernising workplace culture and the tools that support it.

AXA

Thriving on innovation and change

Axa adopts intelligent solutions that offer better security and collaboration – empowering employees to provide the best customer solutions.

Learn about Microsoft products for financial services

Azure

Transform customer experiences and optimise risk management on the trusted cloud.

Dynamics 365

Unify sales and marketing to deliver exceptional customer experiences.

GitHub Enterprise

Transform development with application security, workflow automation and redefined collaboration.

Microsoft 365

Enable productivity, collaboration and unified communication – with world-class security.

Microsoft Power Platform

Analyse data with Power BI, build solutions, automate processes and create virtual agents.

Microsoft Teams

Integrate the people, content and tools your team needs to be more effective.

Discover valuable resources

How to digitise and automate business processes

Digital modernisation is quickly becoming critical for business success in financial services. Especially in areas like customer experience and business process efficiencies. Discover how no and low code applications can help.

Driving transformation through planning, leadership and culture

Craig Wellman, Director of Financial Services for Microsoft UK shares his perspective on the future of financial services, what types of leaders excel through cultural change and best practices for driving transformation.

Anti-Money Laundering and Fraud Management Trends

This Forrester report provides practical guidance for security and risk professionals to address anti-money laundering risks and provide preventative fraud management. Discover how modern solutions and data can help accurately score risks and aid investigations.

See more resources for financial services

Banking

Capital Markets

Insurance

Sustainability

Next Gen Anti-Money Laundering and AI

As money laundering (ML) schemes get increasingly complex and harder to detect, and regulators get tougher on compliance, the enormous and costly task of combating this major threat has become more challenging. Discover how AI and Machine Learning can help.

Are banks doing enough to support the green economy?

Banks have a crucial role to play in financing the transition from brown to green and to a low-carbon economy. Not only is it moral purpose imperative but also it opens a huge range of business opportunities but are we moving fast enough?

Accelerating the journey to net zero

At the current rate of progress, only 16% of the UK financial institutions surveyed will be net zero by 2050, significantly lower than the national average of 41. Meanwhile, 73% are so far struggling to back up their climate commitments with tangible reductions in their carbon footprint. Discover practical steps to accelerate your journey to net zero.

Discover how Microsoft is driving innovation in financial services

Dan Latimore, Chief Research Officer at Celent, interviews Bill Borden, Corporate VP of Worldwide Financial Services at Microsoft.

Build your future with Microsoft + Nuance

Create a brighter tomorrow using trusted AI.

A person sitting at the desk working

How to drive innovation and agility in financial services

Build better experiences and culture with app innovation.

How AI and collaboration are shaping a smarter future

Improve financial crime detection and anti-money laundering.

The rise of digital banking

Learn how tech, data and partnerships helps traditional banks.

A person sitting in the back of a car using a tablet.

Standard Chartered Bank to become a cloud-first bank

The bank partners with Microsoft to speed digital transformation using a cloud-first strategy.

Industry leaders join to activate AI for the greater good

A cross-industry coalition aims to solve societal and industry barriers through AI adoption.

Commonwealth Bank’s X15 Ventures and Microsoft partner to accelerate innovation

Microsoft helps the bank stay at the leading edge of Australia’s financial services sector.

Stay informed about Microsoft Cloud for Financial Services

 

*The Microsoft Financial Services Add-On Service Specific Terms explain your and Microsoft’s rights and obligations with respect to regulatory compliance standards for Customer Data and Non-Microsoft Product Data solely in connection with your use of the Microsoft Financial Services Add-On. The qualifying licence terms for Microsoft 365/Office 365, Dynamics 365, Power Platform, and Azure are found in the Product Terms and the Microsoft Privacy Statement and are a prerequisite to your use of the Financial Services Add-On SKU.

You can learn more about Microsoft’s commitments to financial services compliance, data protection and privacy by visiting our compliance documentation and the Trust Center.