Financial Services: Banking
Empower relationship managers
Help relationship managers prioritize high-value clients, prepare with trusted intelligence, and deliver personalized guidance with confidence.
Scenarios
Strengthen banker effectiveness with trusted client intelligence
Focus coverage, improve meeting quality, and drive next-best actions with AI grounded in relationship and portfolio context.
Client prioritization and coverage planning
Prioritize high-value relationships using AI signals across client health, opportunity, and risk.
Meeting preparation and briefing generation
Generate trusted pre-meeting briefings from client, portfolio, and market context in seconds.
Advice personalization and action guidance
Recommend next-best actions tailored to each client's goals, profile, and current needs.
Solutions
Find the right AI approach for your organization
Buy, extend, build, or partner to achieve transformative AI benefits.
Buy pre-built solutions
Microsoft 365 Copilot
Transform work using a powerful AI assistant with built-in enterprise-grade security.
Extend and customize
Microsoft Copilot Studio
Build and customize AI agents to extend the capabilities of Microsoft 365 Copilot.
Build your own solutions
Microsoft Foundry
Design, customize, and manage AI apps and agents at scale.
Find partner solutions
Microsoft Marketplace
Power your AI transformation with AI solutions from industry leading partners.
Customer Stories
Discover how organizations are using AI for financial services
Resources
Resources
Explore curated banking AI resources to help you plan, implement, and scale transformation.
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