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Empower your employees with productivity, collaboration, and customer insight solutions

Microsoft mobility, productivity, and customer insight solutions enable a true financial services digital workplace – to fuel growth and drive customer retention. The Microsoft advantage is our ability to support the online, on-premise, and mobile productivity needs of your employees through effective content delivery, enterprise social, collaboration, and mobility solutions - while meeting regulatory compliance.


Banker productivity and collaboration

Build a true digital workplace with productivity, enterprise social, collaboration, and unified communication tools that enable widely distributed and highly regulated financial services providers to function as agile, innovative organizations – while meeting compliance requirements - with customer insight capabilities that can be accessed across PC, phone, and tablet.

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Banker Productivity and Collaboration solution

The Banker Productivity and Collaboration solution helps you boost employee engagement and customer retention, while continuing to meet industry security and compliance requirements.

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Multichannel customer experience management

Transform your financial services delivery strategy to drive customer retention with an innovative relationship management experience, drive customer acquisition with a redesigned sales experience, and integrate social marketing for deep customer insight - while meeting regulatory compliance mandates

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Multichannel Customer Experience Management solution

With the Multichannel Customer Experience Management solution, you can optimize your bank’s omni-channel strategy to intelligently anticipate customer needs.

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Next Best Action

Enable a more seamless and personalized customer journey by predicting the next logical product purchase and best offer to present to each customer. The Microsoft Next Best Action solution uses sophisticated rules, analytics, and algorithms to better predict customer needs, in turn offering more relevant actions and offers that lead to improved customer retention.

Customer Insight

Gain a 360-degree customer view. Microsoft customer insight solutions enable financial institutions to drive customer retention and acquisition through an innovative banking customer experience.

Upcoming Events

Webcast: Reinventing productivity in financial services

In today’s financial services sector, empowering employees has become a key element of organizational design rather than a reactive tweaking of the status quo.


March 30 – December 31


Microsoft is proud to be at Ciab FEBRABAN from June 6-8 2017 in São Paulo.


June 06 – June 08

Money 20/20 Europe

Meet Microsoft at Money 20/20 Europe from June 26-28 2017 in Copenhagen, the world’s largest FinTech event.


June 26 – June 28


Sibos 2017 will bring together business leaders from financial institutions and multinational corporations and technology partners to discuss the future of the financial services industry.


October 16 – October 19

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