Windows 10 for the Finance Industry

Transform branch customer experience

Windows enables staff to meet customers wherever they are. Interactive, digital displays empower customers to self-serve and discover relevant offers.

Enable engaging advisory services

Windows devices help financial advisors connect with customers and provide client services on-the-go delivering personalized recommendations.

Personalize insurance sales

Insurance agents deliver a more personal, interactive client experience when they use a Windows device to explain complex products.

Streamline insurance claims management

With one device, adjustors become more productive as they capture data, take photographs, and submit claims in real time.

Apps for finance

CitiDirect BE Tablet
The CitiDirect BE Tablet is designed to give senior-level institutional users mobile visibility into mission critical financial information.
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Direct Sales Agent
Veripark Mobile DSA is a Line-of-Business App for Win 10 developed for agents to easily complete banking or insurance products sales on tablets.
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Jack Henry and Associates better serves customers with Windows
Jack Henry & Associates introduced Surface Pro 3 devices running Windows with their BranchAnywhere companion app in banks. Personnel serve customers freely throughout branches and reach customers wherever they work.
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City National Bank Goes Mobile with Surface Pro
City National Bank uses Surface Pro to provide a high-end, technology-rich experience for employees and customers. Colleagues can access productivity tools on the go, seamlessly replacing their desktops and laptops.
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