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 experiences 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 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

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

Get the latest on the new release

Learn more about the Microsoft Cloud for Financial Services in our on-demand session from Microsoft Ignite.

Stay agile in an ever-changing landscape

Learn how financial services industry leaders are accelerating their digital plans to better serve their customers, set their employees up for success and drive sustainable growth.

Watch the Financial Services Digital Forum

See financial services industry leaders talk about how Microsoft Cloud for Financial Services helps you streamline processes, personalize customer interactions, and deliver rich insights.

See more resources for financial services

Banking

Capital Markets

Insurance

Sustainability

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.

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Create a brighter tomorrow using trusted AI.

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Build your future with Microsoft + Nuance

Create a brighter tomorrow using trusted AI.

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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.

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 license 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.