Microsoft 365 and financial services

As economic, regulatory, and technology forces revolutionize the financial services industry, accelerate your digital transformation with Microsoft 365.

Small team collaborating at a conference table with two laptop computers

Solutions for banking and capital markets

Data governance and privacy

Improve compliance posture, reduce risk, and improve efficiency with automatic policies.

Proposal Manager

Streamline and automate the commercial lending proposal process to create more effective proposals.

Financial Services Compliance Program

Alleviate risks and compliance concerns with deep insights into capabilities and audit performance.


"We selected Microsoft 365 to support a modern workplace for our 11,900 employees, giving them the capability to collaborate on the fly and deliver their best work."

Ed McLaughlin, President of Mastercard Operations and Technology


See more from Microsoft 365

Data governance solutions for financial services

Microsoft 365 supports your compliance journey

Unlocking productivity in financial services

Meet your data governance requirements

Financial services resources

Microsoft Tech Community blog

Check out the latest solutions, updates, and product releases for the financial services industry.

Microsoft Trust Center

Microsoft offers the deep expertise and information to help financial services meet regulatory responsibilities.


Access developer content for proposal manager and more for financial services.