Skip to content

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.

Learn more about Banker productivity and collaboration

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.

Learn More

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

Learn more about Multichannel customer experience management

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.

Learn More

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.

Learn more about Next Best Action

Next Best Action solution

With the Next Best Action solution, banking and financial services institutions can leverage two main models: product propensity and size estimation.

Learn More

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.


November 30 – September 02

Webcast: Microsoft Treasury Transformation- Journey to the Cloud

Join Corporate Vice President and Treasurer, George Zinn, for this 45-minute on-demand webcast on driving digital transformation in Microsoft Treasury.


November 30 – March 04

Webcast: Regulatory Compliance Powered by the Cloud

Is regulatory compliance powered by cloud a long-term solution for the financial services industry?


November 30 – August 01

Microsoft at Sibos 2017

Microsoft returned to Sibos this year, with a rich program focused on enabling you to drive your digital transformation with the financial services ready cloud.



20171016 – 20171019

Useful Links

Contact Us