INDUSTRY
Capital markets
Unlock business value and deepen client relationships in the era of AI. Discover how Frontier Firms in capital markets lead with AI through actionable frameworks and real-world insights.
OVERVIEW
Microsoft 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
PARTNER SOLUTIONS
Explore capital markets solutions
Discover capital markets offerings from the Microsoft partner ecosystem.
PRODUCTS
Discover Microsoft products
Explore products and solutions built on a highly secure, compliant platform—the Microsoft Cloud.
Meet compliance requirements
Learn about Microsoft's commitment to support the Digital Operational Resilience Act (DORA).
Discover valuable resources
Blog
• March 2026
How Frontier Firms Use Agentic AI to Gain an Edge in Capital Markets
Learn how Agentic AI is becoming a practical operating advantage.
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Infographic
• February 2026
IDC: Agentic Transformation in Capital Markets
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Video
• December 2025
Explore how financial services leaders are harnessing agentic AI
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Analyst Connection
• December 2025
IDC: How and Where Frontier Firms Are Bending the Curve on Innovation
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.
Documentation
Read Microsoft for Financial Services documentation
Learn how to make the most of Microsoft for Financial Services with online training, how-to articles, and other resources.
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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