Windows for financial services

Windows 10 offers mobility in financial services.

Two people interacting with device

Windows is transforming finance with powerful capabilities

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 Windows 10 developed for agents to easily complete banking or insurance products sales on tablets.

    learn more

Windows Offers Great Tools and Solutions for Finance

See how Windows is changing Finance Services today.

  • 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.

  • 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.

  • Windows 10: Modernizing Financial Services

    Windows 10 adoption has been extremely strong with Windows 10 already running on 110 million devices – a faster adoption rate than Windows 7 or Windows 8. See more about our momentum here.

    read case study

Purchasing Windows for your industry is easy

Windows 10 Enterprise edition is available exclusively through Volume Licensing. Cloud Solution Provider program through Pro Devices.

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Volume Licensing

Looking to purchase multiple software licenses, or learn more about volume licensing?

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Cloud Solution Providers

Get the most secure Windows ever – with small business-friendly pricing managed by a trusted partner – so you can focus on running your business.

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