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Microsoft Envision:

US Financial Services

Driving growth with a customer-centered approach, using data and technology

Financial firms have accelerated their use of data and technologies such as cloud and AI to create new products that place customers at the heart of their operations. This new focus and rapid pace of change is driving innovation at scale and reimagining the way banks, insurance, and capital markets do business.

Microsoft Envision: US Financial Services is an on-demand series that brings these transformational trends to the forefront. Learn how industry leaders and subject matter experts are positioning customers at the center of business to modernize financial services and boost sustainable growth.

Find the insights you need to transform your business

Register for the on-demand series by choosing the area of financial services most relevant to you below.

Tracks and sessions from modern finance experts

    • Unlocking creativity through data
    • Emerging cyberthreats and disrupting attacks in financial services
    • Becoming a data-driven organization, Part I: Closing the data science talent gap
    • Becoming a data-driven organization, Part II: Demo
    • Transforming the digital contact center

    New technology use cases are enabling personalized experiences and empowering workers with flexibility and scale. Get a 360-degree vision of what's next for financial services in the new human-centered economy.

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    • Transforming employee experience across the globe
    • The future of financial advice: From share of wallet to share of life
    • How cloud is driving innovation in banking
    • Modernizing customer experience through a next-gen core

    The shift toward digital services has made banking seamless and more accessible. Learn how banks are building the future of their sector across new channels, products, and services for the new digital customer.

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    • Driving cross-industry innovation across a portfolio
    • Data science in investment management
    • Why Power Platform is going mainstream in financial services
    • Digital assets and blockchain: What’s in store for capital markets?

    Capital markets have never been so agile and customized. Discover how you can find the right solutions to deliver personalized customer experiences and create new operating models while managing performance and cost.

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    • How flexibility inspires the future of customized smart insurance
    • The future of AI in insurance
    • Modernizing broker and agent experiences
    • Reducing risk with AI and analytics

    Advances in technologies such as AI and cloud can help you better manage risk, understand your customers, and create personalized solutions. Learn from financial experts how to accelerate decisions, build trust, and personalize insurance offers to attract and retain customers.

    Watch now

Featured Speakers

  • Karen Del Vescovo headshot

    Karen Del Vescovo

    Corporate Vice President, Head of US Financial Services, Microsoft

  • Steven Levitt headshot

    Steven Levitt

    Economist, best-selling co-author of Freakonomics, podcast host

  • Luke Thomas headshot

    Luke Thomas

    Managing Director, General Manager, US Banking and Payments, Microsoft

  • Leo Brito headshot

    Leo Brito

    Technology Executive, Wells Fargo

  • Sháka Rasheed headshot

    Sháka Rasheed

    Managing Director, General Manager, US Capital Markets, Microsoft

  • John Winn headshot

    John Winn

    Principal, Portfolio Operations, Blackstone

  • Kim Vogel headshot

    Kim Vogel

    General Manager, US Insurance, Microsoft

  • Bryan Falchuck headshot

    Bryan Falchuck

    Best-selling author, speaker, and life coach

Go deeper after the event

A woman participates in a video call from her smartphone.

Empowering intelligent banking

A woman talks to another person and uses a Surface laptop on a rooftop.

Enabling the capital markets firm of the future

A man sits at a large meeting room table and prepares a presentation on a Surface laptop.

Empowering intelligent insurance

Take a look back at our previous Envision: Financial Services