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INDUSTRY

Microsoft for capital markets

Unlock business value and deepen client relationships in the era of AI.
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Latest perspective

Reinvent financial services with data and generative AI

Read the blog
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OVERVIEW 

Microsoft Cloud for Financial Services

Improve client experiences, enhance collaboration, and use data and AI to deliver impactful business outcomes.
SCENARIOS

Explore use cases

Find solutions to unlock business value and deepen client relationships.
  • Track client interaction history across all channels, and unify client information, account details, and preferences in a single view.
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  • Bring together disparate data sources for a holistic client view and enable real-time insights and proactive engagement.
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  • Personalize and augment the client experience across all digital channels with powerful AI tools and capabilities.
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Back to SCENARIOS section
SECURITY AND COMPLIANCE

Build on a trusted cloud

Mitigate risk and unlock business value on a foundation of intelligence, security, and compliance. You’ll be able to:
  • Meet compliance requirements.
  • Strengthen security and privacy.
  • Foster resilience and transparency.
Learn more
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CUSTOMER STORIES

See how firms are innovating

  1. HSBC logo
  2. a11y logo
  3. First National Bank logo
  4. Rabobank logo
  5. BNY MELLON logo
  6. ABN-AMRO logo
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HSBC logo
”Microsoft Azure has given [us] the ability to process data and innovate with speed.”
Graeme Lockley, Head of IT Architecture and Engineering
43%
Reduction in cost
Products
  • Azure
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a11y logo
“At Northern Trust we don't just service our clients, we become a part of their daily operations.”
Pete Cherecwich, Asset Servicing President
67%
Email-to-case volume reduction
50%
Increase in efficiency
Products
  • Dynamics 365 Customer Service
  • Microsoft Teams
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First National Bank logo
“We are streamlining transactions and reducing the time it takes for customers to get on with the business they need to do.”
Richard Lord, MD, Regional CIO, Asia Pacific
11
Markets
50%
Cost savings
Products
  • Microsoft 365
Microsoft Power Platform
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Rabobank logo
“The opportunity for leveraging data and AI is limitless, and Microsoft is a critical collaborator with us on that journey.”
Roman Regelman, CEO of Asset Servicing and Head of Digital
Products
  • Azure
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BNY MELLON logo
“Using Copilot in Outlook to help draft emails helps me finetune my message.”
Daniel Toman, Systems Operations Manager
4x
Faster client documentation
2–3
Hours saved weekly, on average
Products
Microsoft Copilot for Microsoft 365
Microsoft Teams Premium
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ABN-AMRO logo
"[Viva Insights] enabled us to identify several organizational patterns and specific opportunities for improvement—all grounded in data.”
Victor Arimas, Director of the Business Transformation Office
Products
  • Microsoft Viva
  • Viva Glint
Back to Customer stories - Banking transformed section
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PARTNER SOLUTIONS

Explore capital markets solutions

Discover capital markets offerings from the Microsoft partner ecosystem.
Explore solutions
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Analytics and AI

LSEG (London Stock Exchange Group)

Get a first look at innovative financial services technology from LSEG and Microsoft.
Read the announcement
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Investment management

SimCorp Dimension as a Service

Experience a front-to-back investment management system as a service.
Learn more
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Data analytics

KX kdb Insights

Access a database and streaming analytics engine to build and deploy high-performance, data-intensive apps.
Learn more
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Asset management

Aladdin by BlackRock

Obtain unified investment and operations for scale, insights, and business transformation.
Read the story
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AI innovation

Moody’s CoPilot and Research Assistant

Get enhanced risk, data, analytics, and research solutions enabled by generative AI.
Read the announcement
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Analytics

SAS for Risk Modeling and Decisioning

Adapt to changing market conditions and make the correct risk-related decisions.
Learn more
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ESG analytics

MSCI Climate Lab

Visualize and analyze MSC ESG Research’s climate data to help drive sustainability progress.
Learn more
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Funds automation

Calastone Funds Network

Get a real-time view of the status of fund trades, payments, and liquidity requirements.
Learn more
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Identity and access

Avanade Entra Verified ID Consulting

Embed decentralized identity in existing Azure services, such as Microsoft 365 and Microsoft Entra ID.
Learn more
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Compliance management

EY Comply

Prepare for and manage evolving regulatory reporting requirements and demands.
Learn more
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Analytics

PwC Analytics Foundation

Easily consolidate data and generate predictive analysis with a flexible platform.
Learn more
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Client engagement

HSO Financial Services Blueprint

Enable streamlined operations and personalized client engagements.
Learn more
Back to Partner Solutions - Explore capital markets solutions section
PRODUCTS

Discover Microsoft products

Explore products and solutions built on a highly secure, compliant platform—the Microsoft Cloud.

Microsoft Azure

Create innovative cloud solutions for banking with Azure.
Learn more

Microsoft Fabric

Reshape how everyone in your organization accesses, manages, and uses data with a single, AI-powered platform.
Learn more

Microsoft Power Platform

Create solutions with low-code tools for building apps, automation, AI bots, and data analytics.
Learn more

Microsoft 365

Improve employee experiences and productivity with Microsoft 365 solutions for capital markets.
Learn more

Microsoft Teams

Enhance communications, collaboration, and operations with highly secure tools for frontline workers.
Learn more

Copilot for Microsoft 365

Be more productive, boost efficiency, and improve business outcomes with Copilot for Microsoft 365.
Learn more

Microsoft Dynamics 365

Connect your teams, processes, and data to create exceptional client experiences and operational agility.
Learn more

Microsoft Security

Safeguard your organization with business security solutions that work across platforms and cloud environments.
Learn more
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Discover valuable resources

Two women discussing over a laptop in an office, with one holding a coffee cup and a laptop.
Video
• February 2024

Empowering women in financial services: Experiential perspectives

Hear from female executives in the financial services industry, both from Microsoft and partner organizations.
Watch the video
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Blog
• June 2023

The era of generative AI: Driving transformation in capital markets

Read the blog
A professional business presentation in a modern office, with a presenter pointing at a screen displaying global revenues
Video
• November 2023

Introducing Meeting Prep for Financial Services in Teams

Watch the video
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NEXT STEPS

Achieve more in capital markets

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Responsible AI

Dedicated to ethical AI principles

Explore how Microsoft stays committed to responsible AI practices through governance, policy, and research.
Learn more
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Compliance

Compliance Program for Microsoft Cloud

Connect with subject-matter experts to support your risk, audit, and compliance teams and accelerate your cloud adoption.
Learn more

Read our compliance documentation and visit the Trust Center to learn more about Microsoft’s commitments to financial services compliance, data protection, and privacy. Learn more about DORA compliance here.

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