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Learn about Microsoft 365

Engage customers with a personalized banking experience

Use secure, light, and mobile Windows 10 devices and integrated Office 365 apps to step out from behind your desk and bring full-service banking to your customers wherever they are—such as in the bank lobby or at their location.

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1
Break away from your desk to help customers

When your device is a Microsoft 365 powered device such as Surface Pro, you are no longer tied to a fixed station but can bring a full array of services right into the bank's lobby to greet customers and connect them with the information they need. Windows 10 devices include industry-leading security and full integration with Office 365 apps, managed by Enterprise Mobility + Security (EMS), so you can be sure your mobile interactions with your customers are productive and secure.

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2
Solve customer problems while you’re on the go

Use your Windows device to securely field and solve problems for your customers, even when you are out of the office. When your device is running Windows 10, you can quickly access the answers you need from financial specialists or coworkers by using Office 365 apps such as Microsoft Teams. You can even access customer financial data, knowing that Windows Defender Advanced Threat Protection is protecting your communications and data.

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3
Serve small businesses better by meeting at their locations

Securely bring banking functionality to your small business customer's location on your Windows 10 device. With sophisticated device security such as Windows Defender Application Guard, you can rest assured that malware and hacking threats encountered through the Microsoft Edge browser will not compromise your device, apps, data, or the network.

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4
Securely access your favorite banking apps from the field

With your Microsoft 365 powered device, you can quickly and securely access your bank's apps from wherever you and your customers meet. Windows 10 works seamlessly with Excel, most databases, and dozens of commonly used productivity apps, such as DocuSign. All this is made possible by Windows Defender Device Guard, which restricts what can be installed on a device and works behind the scenes to help prevent unauthorized apps from gaining access to your bank's network.

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Case Studies

Jack Henry and Associates better serves customers with Windows

Jack Henry & Associates introduced Surface Pro 3 devices running Windows with their Branch Anywhere companion app in banks. Personnel serve customers freely throughout branches and reach customers wherever they work.

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