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Turn intelligence into action with trusted AI. Connect with Microsoft at Sibos September 28-October 1 and discover how financial institutions are using AI to deliver measurable business value.

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INDUSTRY

Capital markets

Turn insight into action—at market speed. Drive intelligent capital markets outcomes across client engagement, investment operations, risk, and resilience as you become a Frontier Firm.
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OVERVIEW 

Microsoft for Financial Services

Empower relationship managers, enhance investment intelligence, and use AI to drive intelligent capital markets outcomes.
SCENARIOS

Explore use cases

Find solutions to unlock business value and deepen client relationships.
  • Track client interaction history across all channels, and unify client information, account details, and preferences in a single view.
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  • Bring together disparate data sources for a holistic client view and enable real-time insights and proactive engagement.
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  • Personalize and augment the client experience across all digital channels with powerful AI tools and capabilities.
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Back to SCENARIOS section
SECURITY AND COMPLIANCE

Scale AI with intelligence and trust.

Mitigate risk and unlock business value with trusted data, enterprise security, compliance, and responsible AI.
  • Meet compliance requirements.
  • Strengthen security and privacy.
  • Foster resilience and transparency.
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CUSTOMER STORIES

See how firms are innovating

Meet compliance requirements

Learn about Microsoft's commitment to support the Digital Operational Resilience Act (DORA).

Discover valuable resources

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eBook
• September 2026

Frontier transformation in capital markets

Discover how frontier firms are turning insight into action across client engagement, investment operations, risk, and resilience.
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Blog
• June 2026

AI in financial services: Bringing trusted data into the flow of work

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Blog
• June 2026

Trust as infrastructure: How agentic AI is rearchitecting asset management at scale

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Blog
• March 2026

How Frontier Firms Use Agentic AI to Gain an Edge in Capital Markets

Learn how Agentic AI is becoming a practical operating advantage.
NEXT STEPS

Achieve more in capital markets

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Responsible AI

Dedicated to ethical AI principles

Explore how Microsoft stays committed to responsible AI practices through governance, policy, and research.
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Compliance

Service Trust Portal

Access compliance, security, and privacy resources to support risk, audit, and regulatory requirements.
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Analyst perspective

Expanding the Frontier: Agentic Transformation in Capital Markets

Discover how capital markets firms are turning insight into action with agentic AI.

Read our compliance documentation and visit the Trust Center to learn more about Microsoft’s commitments to financial services compliance, data protection, and privacy. Learn more about DORA compliance here.

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