Learn how intuitive product and pricing management solutions can enable banks to create more personalized customer offers. Watch now
Future-first financial services
Microsoft Cloud for Financial Services provides capabilities to manage data to deliver differentiated experiences, empower employees, and combat financial crime while facilitating security, compliance, and interoperability.
Deliver differentiated experiences
Designed to accelerate loyalty, growth, and profitability through personalized customer interactions and financial insights.
Empower employees
Use solutions to improve productivity. Enhanced workflows boost employee experiences and strengthen customer connections.
Combat financial crime
Help identify and respond to evolving criminal activity while helping to protect against losses.
Manage risk across the organization
Maintain compliance and stay on top of evolving regulatory requirements.
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Create personalized experiences
Designed to build customer loyalty through more relevant interactions—and deeper insights.
Help increase customer lifetime value and loyalty
Provide a comprehensive view of a customer’s financial situation, including behavioral and demographic data.
Streamline the loan experience from the start
Provide customers with access to loan applications and self-service tools.
Optimize your lending workflows
Help improve communication, productivity, and process orchestration across your organization while enhancing customer experiences.
Back to tabsPersonalize and manage interactions
Tailor intelligent interactions with a financial view of customers and engage with them on their preferred channel of communication.
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Stay ahead of evolving cybercrime
Help protect your organization, customers, and bottom line against fraudulent activity.
Safeguard your reputation
Help protect your data, identify bot attacks, and prevent fake accounts, account takeovers, and fraudulent access at account creation and login.
Back to tabsHelp secure your merchant services arm
Designed to defend online transactions against purchase fraud by using advanced adaptive AI and increase revenue by reducing false positives.
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Stay on top of regulations
Help perform detailed compliance assessments across the globe, quickly have your questions answered by experts, and stay updated on regulatory changes.
Count on the security and compliance pros
Get expert support for your internal and external risk, audit, compliance, cybersecurity, and privacy teams with Compliance Program for Microsoft Cloud.
Back to tabsHelp organizations manage compliance regulations
Take inventory of risks, simplify implementing controls, stay current on regulations and certifications, and easily report to auditors and regulators.
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Ease interoperability and unify data
Help to break down data silos with an industry model and pre-built data connectors designed to accelerate insights and improve business workflows.
Help meet evolving customer needs
Support multiple banking models, including branches, individual or business customers, financial holdings, and households or partnerships.
Focus on the right data
Get an extension with specific semantics built in for small and medium-sized business banking needs—now in preview in the US and UK.
Incorporate common semantics
Discover a variant with semantics related to financial goals and investment instruments—now in preview in the US and UK.
Back to tabsBring data together
Support your insurance organization with an extension featuring semantics that cover policies, claims, and more—now in preview in the US and UK.
Microsoft Cloud for Financial Services
Contact your account executive to get started with Microsoft Cloud for Financial Services.*
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Microsoft Cloud for Financial Services** includes:
- Unified customer profile with 360-degree view of data
- Self-service mobile tools to streamline customer onboarding
- Financial summaries at your fingertips to drive engagement
- Workflow automation and intelligent tools to orchestrate processes
**Microsoft Cloud for Financial Services is generally available in English, Brazilian Portuguese, French (CA), Dutch, German, Italian, Spanish, Traditional Chinese and in these countries: Australia, Brazil, Canada, France, Germany, Hong Kong, India, Ireland, Italy, Mexico, Netherlands, Singapore, Switzerland, New Zealand, United Kingdom and United States
See how organizations are reimagining financial services
Putting customers first
Striving to be one of the best remote banks
Empowering a lean and effective workplace culture
Thriving on innovation and change
Elevating customer experiences
Explore the Microsoft Cloud for Financial Services partner ecosystem
Accenture/Avanade
Lead transformation in your industry by building on the combined service capabilities, global scale, and joint solution development of Accenture, Avanade, and Microsoft.
Argano
Get ERP, CRM, BI, and analytics consulting and implementation services that drive innovation and maximize your Microsoft Dynamics, Azure, and Power Platform investments.
ASC
Capture data, stay in compliance, and leverage AI-based analytics with ASC. Plus, record and analyze your communication so you can reveal key trends and make data-driven business decisions.
Avtex
At Avtex, we partner with Microsoft to help create better experiences, enabling our Financial Services clients to develop lasting customer relationships.
Backbase
Unify data and functionality from traditional core systems and financial services innovations into a seamless, digital customer experience.
Bambu
Make saving and investing simple for your clients with Bambu, a cloud-based platform powered by proprietary algorithms and machine learning tools.
BaseCap
Drive collaboration between technical and business teams, improve the accuracy of data, and deliver better business outcomes.
BioCatch
Fight fraud and accelerate business growth with behavioral biometric solutions from BioCatch. Unlock the power of behavior to create a more safe, trustworthy, and intuitive digital world.
Capgemini
Collaborate with organizations to reimagine their business models and meet the evolving demands from the market, customers, partners, and regulators.
EY
EY combines its deep insights and experience in disruptive industry trends, new business models, and evolving processes with Microsoft’s scalable, enterprise cloud platform and digital technologies.
Finastra
Create innovative apps quickly and cost-effectively on FusionFabric.cloud, a platform as a service (PaaS) that includes microservices, open APIs, and continuous delivery.
KPMG
KPMG provides a formidable combination of leading practices and processes, proven technology solutions and a next-generation delivery framework.
Mambu
Get to market quickly with Mambu. Assemble independent components, systems, and connectors in any configuration to meet your business needs.
Mortgage 365
Connect disparate mortgage data systems, automate processes, and improve customer experiences with an end-to-end digital lending platform built on the Microsoft Cloud.
Publicis Sapient
Get to your future, digitally enabled state with Publicis Sapient’s digital-first consulting services combined with Microsoft’s leading-edge cloud technologies.
PWC
Get transformation right for change that sticks. Unlock the promise of cloud to deliver sustainable growth and lasting innovation while meeting regulator demands.
Thought Machine
Build a strong foundation for your technology stack—and stay competitive now and in the future—with Vault Core and Vault Payments from Thought Machine.
VeriPark
Deliver world class end-to-end seamless customer journeys in digital and assisted channels with VeriPark's Intelligent Customer Experience suite and place your customers at the core of your digital transformation.
Wealth Dynamix
Eliminate friction throughout the client lifecycle and enrich your customer experience with award-winning client lifecycle management platforms—WDX1 and CLMi—from Wealth Dynamix.
Zafin
Empower your banking organization to increase revenue and efficiency by modernizing infrastructure and improving the customer experience with Zafin Cloud.
Learn about Microsoft products for financial services
GitHub Enterprise
Transform development with application security, workflow automation, and redefined collaboration.
Microsoft 365
Enable productivity, collaboration, and unified communication—with world-class security.
Microsoft Power Platform
Analyze data with Power BI, build solutions, automate processes, and create virtual agents.
Microsoft Teams
Integrate the people, content, and tools your team needs to be more effective.
Discover valuable resources
Elevate customer experiences with emerging tech
Explore how leading financial services institutions are creating more relevant, personalized customer experiences with innovative product and pricing management solutions.
Finance Reimagined
Join us on February 28 to discover the new product innovations, latest trends, and best practices that are shaping finance today – and tomorrow.
Build a successful digital transformation strategy
Discover the four elements to an effective digital transformation strategy and get guidance, recommendations, and templates for each step.
Use data to differentiate customer experiences
Learn how to gain an edge in retail banking by tapping into data insights to drive customer engagement.
Get the latest on the new release
Learn more about the Microsoft Cloud for Financial Services in our on-demand session from Microsoft Ignite.
Stay agile in an ever-changing landscape
Learn how financial services industry leaders are accelerating their digital plans to better serve their customers, set their employees up for success, and drive sustainable growth.
Watch the Financial Services Digital Forum
See financial services industry leaders talk about how Microsoft Cloud for Financial Services helps you streamline processes, personalize customer interactions, and deliver rich insights.
Transform with cloud technologies
Read a report from Frost & Sullivan on how financial services organizations turn to the cloud to drive digital transformation.
Follow Microsoft financial services on Twitter
Get the latest insights and join the conversation on the official Twitter page for Microsoft’s worldwide industry group.
Develop a risk governance model
Become compliant in the financial services industry with help from Microsoft.
See more resources for financial services
Discover how Microsoft is driving innovation in financial services
Dan Latimore, Chief Research Officer at Celent, interviews Bill Borden, Corporate VP of Worldwide Financial Services at Microsoft.
Build your future with Microsoft + Nuance
Create a brighter tomorrow using trusted AI.
Industry leaders join to activate AI for the greater good
A cross-industry coalition aims to solve societal and industry barriers through AI adoption.
Commonwealth Bank’s X15 Ventures and Microsoft partner to accelerate innovation
Microsoft helps the bank stay at the leading edge of Australia’s financial services sector.
Standard Chartered Bank to become a cloud-first bank
The bank partners with Microsoft to speed digital transformation using a cloud-first strategy.
Stay informed about Microsoft Cloud for Financial Services
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*The Microsoft Financial Services Add-On Service Specific Terms explain your and Microsoft’s rights and obligations with respect to regulatory compliance standards for Customer Data and Non-Microsoft Product Data solely in connection with your use of the Microsoft Financial Services Add-On. The qualifying license terms for Microsoft 365/Office 365, Dynamics 365, Power Platform, and Azure are found in the Product Terms and the Microsoft Privacy Statement and are a prerequisite to your use of the Financial Services Add-On SKU.
You can learn more about Microsoft’s commitments to financial services compliance, data protection and privacy by visiting our compliance documentation and the Trust Center.
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