INDUSTRY
Microsoft for capital markets
Unlock business value and deepen client relationships in the era of AI.
OVERVIEW
Microsoft Cloud for Financial Services
Improve client experiences, enhance collaboration, and use data and AI to deliver impactful business outcomes.
Transform the client experience
Deliver differentiated client experiences through deeper insights and relationships.
Reimagine collaboration and productivity
Improve organizational and employee productivity through workplace modernization.
Manage risk and compliance
Enhance risk insights, facilitate regulatory compliance, and help protect client and financial data.
Modernize financial market platforms
Get data insights and bolster operational efficiency to meet client needs.
Create a sustainable future
Drive impactful sustainability outcomes in financial services with ESG solutions and analytics.
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.Bring together disparate data sources for a holistic client view and enable real-time insights and proactive engagement.Personalize and augment the client experience across all digital channels with powerful AI tools and capabilities.
- Improve efficiency and empower your workforce with the right tools, data, and insights.Streamline collaborative processes across organizational boundaries and centralize access to key resources and tools.Enable real-time engagement and live events with a suite of modern communication tools.Enhance organizational agility through simplified and automated workflows and AI capabilities that make volumes of data accessible and useful.
- Reduce infrastructure costs, enable risk teams to model hyperscale scenarios, and respond to markets with agility.Enhance risk insights, empower your business with data-driven decision-making, and improve reaction time.Meet current and prepare for future regulatory requirements through cloud-based efficiencies.Boost protection against money laundering, insider risks, and cyberthreats, reducing false positives and improving compliance.
- Enable new business models, improve time to market, and augment front-office processes with AI and analytics.Unify your data estate and use analytics and AI in capital markets to optimize trading processing, data management, and governance.Streamline straight-through processing, enable data ecosystems with partners, and empower employees to focus on high-value activities.
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.
CUSTOMER STORIES
See how firms are innovating
”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
“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
“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
“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
“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
"[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
PARTNER SOLUTIONS
Explore capital markets solutions
Discover capital markets offerings from the Microsoft partner ecosystem.
Analytics and AI
LSEG (London Stock Exchange Group)
Get a first look at innovative financial services technology from LSEG and Microsoft.
Investment management
SimCorp Dimension as a Service
Experience a front-to-back investment management system as a service.
Data analytics
KX kdb Insights
Access a database and streaming analytics engine to build and deploy high-performance, data-intensive apps.
Asset management
Aladdin by BlackRock
Obtain unified investment and operations for scale, insights, and business transformation.
AI innovation
Moody’s CoPilot and Research Assistant
Get enhanced risk, data, analytics, and research solutions enabled by generative AI.
Analytics
SAS for Risk Modeling and Decisioning
Adapt to changing market conditions and make the correct risk-related decisions.
ESG analytics
MSCI Climate Lab
Visualize and analyze MSC ESG Research’s climate data to help drive sustainability progress.
Funds automation
Calastone Funds Network
Get a real-time view of the status of fund trades, payments, and liquidity requirements.
Identity and access
Avanade Entra Verified ID Consulting
Embed decentralized identity in existing Azure services, such as Microsoft 365 and Microsoft Entra ID.
Compliance management
EY Comply
Prepare for and manage evolving regulatory reporting requirements and demands.
Analytics
PwC Analytics Foundation
Easily consolidate data and generate predictive analysis with a flexible platform.
Client engagement
HSO Financial Services Blueprint
Enable streamlined operations and personalized client engagements.
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.
Microsoft Fabric
Reshape how everyone in your organization accesses, manages, and uses data with a single, AI-powered platform.
Microsoft Power Platform
Create solutions with low-code tools for building apps, automation, AI bots, and data analytics.
Microsoft 365
Improve employee experiences and productivity with Microsoft 365 solutions for capital markets.
Microsoft Teams
Enhance communications, collaboration, and operations with highly secure tools for frontline workers.
Copilot for Microsoft 365
Be more productive, boost efficiency, and improve business outcomes with Copilot for Microsoft 365.
Microsoft Dynamics 365
Connect your teams, processes, and data to create exceptional client experiences and operational agility.
Microsoft Security
Safeguard your organization with business security solutions that work across platforms and cloud environments.
Discover valuable resources
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.
Blog
• June 2023
The era of generative AI: Driving transformation in capital markets
Video
• November 2023
Introducing Meeting Prep for Financial Services in Teams
NEXT STEPS
Achieve more in capital markets
Responsible AI
Dedicated to ethical AI principles
Explore how Microsoft stays committed to responsible AI practices through governance, policy, and research.
Compliance
Compliance Program for Microsoft Cloud
Connect with subject-matter experts to support your risk, audit, and compliance teams and accelerate your cloud adoption.
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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