SharePoint for financial services
Build trusted client connections with secure, intelligent content experiences.
Overview
Empower your business with agile, secure, and scalable solutions.
- Use permissions and access control to ensure only authorized personnel can view sensitive financial data.
- Use information barriers (IB) for comprehensive compliance requirements in collaboration.
- Get automatic notifications for new report uploads with Power Automate.
- Securely collaborate with customers during the onboarding process.
- Automate document workflows for approvals, route documents through different approval stages, and send automatic reminders.
- Request signatures in SharePoint and keep signed documents secure and compliant within the trusted boundaries of Microsoft 365.
- Use document libraries with version control to track changes, apply metadata for easy search, and enforce retention policies for compliance.
- Gain actionable insights across key data, such as customer names and account numbers.
- Create custom document library columns based on account name, customer number, dates, or other critical information.
- Create a holistic data lens across line-of-business applications.
- Streamline data gathering, regulatory research, and customized report creation with SharePoint agents.
- Automatically extract, summarize, classify, or generate content from files uploaded to a SharePoint document library.
- Save metadata automatically to help create search-based solutions to query and filter with precision.
Key features
The knowledge platform financial institutions rely on
Facilitate regulatory compliance
Store, organize, and manage financial documents and regulatory filings to help ensure compliance with financial regulations.
Manage document lifecycles
Automate business workflows to help create, review, sign, and securely store documents right in the flow of work.
Strengthen security and privacy
Automatically classify data and apply protections with Microsoft Purview to control access and unauthorized sharing.
Manage risk and compliance
Help ensure comprehensive compliance with certifications, regulations, and industry standards for financial services.
Modernize workflows
Streamline loan approvals, compliance reviews, and document signatures with SharePoint workflows, Power Automate integrations, and built-in approval processes.
Advanced content management
Protect data and improve collaboration with access to controls, data loss protection (DLP), retention policies, labels, encryption, and audit logs.
PRICING
Microsoft SharePoint
Find the plan that’s right for you.
Resources
Access resources to elevate your content strategy
Get started
Set up your digital workstreams
Streamline loan approvals, compliance reviews, and digital signatures.
See updates and join the community
Stay up to date with product updates in the Microsoft Community Hub.
Explore partner solutions
Find the right partner to transform your content management strategy
Follow Microsoft 365