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INDUSTRY

Microsoft for Financial Services

Accelerate business value and deepen customer relationships in the era of AI.
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OVERVIEW

Lead through AI innovation

Take full advantage of data, automation, and intelligence with cloud and AI solutions for financial services.

Transform the financial services experience

Deliver differentiated customer and client experiences with deeper insights and relationships.

Empower financial services employees

Improve individual, team, and organizational productivity with the latest AI innovations.

Manage risk and compliance

Deepen risk insights, facilitate regulatory compliance, and combat financial crime.

Modernize core systems

Meet new customer needs and reduce costs by bringing core systems and data to the cloud.
INDUSTRY SOLUTIONS

Explore solutions by industry

Learn about cloud and AI-powered solutions for banking, insurance, and capital markets.
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Banking

Deliver unique customer experiences and define new, innovative ways of working.
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Insurance

Transform customer experiences, boost productivity, manage risk, and modernize operations.
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Capital markets

Drive value creation and enhance collaboration with secure, compliant, cloud-based solutions.
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SECURITY AND COMPLIANCE

Build on a trusted cloud

Mitigate risk and drive 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.
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CUSTOMER STORIES

See how organizations innovate with AI

  1. UBS Logo
  2. Ally Logo
  3. S&P Global Logo
  4. John Hancok Logo
  5. AK BANK Logo
  6. Northern Trust Logo
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UBS Logo
“The performance of [Azure AI Search] ... reinforces our certainty that collaborating with Microsoft ... was the right decision.”
Ilias Fotopoulos, Lead AI Engineer, UBS
26M
Documents made searchable

Products

  • Azure OpenAI in Foundry Models
  • Azure AI Search
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Ally Logo
“We believe magic happens at the intersection of business impact, customer experience, and the right technology.”
Sathish Muthukrishnan, Chief Information, Data, and Digital Officer, Ally Financial
>10,000
Calls summarized in real time

Products

  • Azure OpenAI in Foundry Models
  • Microsoft Foundry
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S&P Global Logo
“With [Microsoft 365 Copilot] as the foundation, we’re looking at a deeper infusion of AI capabilities across all our services.”
Mark Eramo, Co-president, S&P Global Commodity Insights
95%
Faster data extraction
98%
Faster comparative analysis

Products

  • Microsoft Copilot
  • Microsoft 365
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John Hancok Logo
“The process for choosing Microsoft to work on an AI solution was due to Microsoft’s expertise in AI.”
Sheridan Folger, Manager of Digital Services and Cognitive AI, John Hancock
All-day
AI-augmented service provided

Products

  • Foundry Tools
  • Azure AI Bot Service
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AK BANK Logo
“When needed, branch employees save time in every customer interaction using the Azure OpenAI-based chatbot.”
Gizem Yalçın, Smart Digital Assistant Applications Product Owner, Akbank
10,000
Articles queried
90%
Chatbot response accuracy

Products

  • Azure
  • Azure OpenAI in Foundry Models
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Northern Trust Logo
“With Dynamics 365, we’ve been able to optimize processes and significantly reduce bulk email noise.”
Shaelyn Otikor-Miller, SVP, Head of Global Digital Workplace, Northern Trust
67%
Reduction in case volume

Products

Dynamics 365 Customer Service
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PARTNER-FEATURED APPS

Explore the Microsoft partner ecosystem

Accelerate time to value and go to market faster with financial services software from Microsoft partners.
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PRODUCTS

Discover Microsoft products

Explore financial services software and solutions built on a highly-secure, compliant platform—the Microsoft Cloud.

Microsoft Azure

Create innovative cloud solutions for financial services with Azure.
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Microsoft Fabric

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

Cut costs and development time with low-code tools.
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Microsoft 365

Drive workplace modernization and reduce risk exposure with Microsoft 365 solutions.
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Microsoft Teams

Enhance communications, collaboration, and operations with highly secure tools for frontline workers.
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Microsoft 365 Copilot

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

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

Microsoft Security

Safeguard your organization with business security solutions that work across platforms and cloud environments.
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Meet compliance requirements

Learn about Microsoft's commitment to support the Digital Operational Resilience ACT (DORA).
Learn more

Find valuable resources

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White paper
• April 2025

Navigate security and regulatory concerns in AI adoption

Explore how financial services firms approach AI adoption, including how they’re managing risk and modernizing IT.1
Read the white paper
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Video

Efficiency and innovation: The impact of AI on modern banking

Watch the video
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Video

Microsoft: The power of partnering with Microsoft

Watch the video
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Video

Improve compliance and security in financial services with AI

Watch the video
NEXT STEPS

Achieve more in financial services

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Responsible AI

Microsoft AI principles and practices

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

Microsoft guidance on compliance

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

Read Microsoft for Financial Services documentation

Make the most of Microsoft and partner solutions with online training, how-to articles, and other resources.
Explore now
  1. 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.
  2. [1]
    "IDC White Paper, sponsored by Microsoft, Navigating Security and Regulatory Concerns When Adopting GenAI for Financial Services, IDC #US53090324, April 2025.

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