Microsoft 365 and financial services

Accelerate workplace modernization and reduce operational and compliance risk exposure with Microsoft 365 solutions for financial services.

Photograph of a well-dressed finance person leaning on a desk in a financial services office. In the background is a wall of large monitors displaying information.

Solutions for banking and capital markets

Compliance for Financial Services

Maximize upside, limit operational and compliance risk.

Security for Financial Services

Establish the new identity perimeter, fortify cybersecurity protection, and leverage your data as an asset.

Collaboration and Productivity for Financial Services

Break down silos to enable secure collaboration across front, mid, and back offices.

M365 success stories

National Bank of Canada logo

“We had a vision to transform how people work. By giving employees the highly secure tools from Microsoft 365, they have access to any information on any device, from anywhere, so they can work the way they want.”

Denis Rousseau, Modern Workplace program leader, National Bank of Canada

Franklin Templeton logo

“We use Microsoft 365 to access and share content from multiple devices securely across the organization. And with Teams, we enjoy highly secure, scalable collaboration.”

Joe Boerio, Senior Vice President CTO, Franklin Templeton

See more from Microsoft 365

Data governance solutions for financial services

Microsoft 365 supports your compliance journey

See our vision for 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.