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INDUSTRY

Capital markets

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

Microsoft 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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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. Investec logo
  2. Northern Trust logo
  3. HSBC logo
  4. Hargreaves Lansdown logo
  5. DTCC logo
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Investec 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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Northern Trust 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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HSBC 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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Hargreaves Lansdown 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 365 Copilot
  • Microsoft Teams Premium
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DTCC 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
PARTNER SOLUTIONS

Explore capital markets solutions

Discover capital markets offerings from the Microsoft partner ecosystem.
Find 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 MSCI 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

Microsoft 365 Copilot

Be more productive, boost efficiency, and improve business outcomes with Microsoft 365 Copilot.
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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Meet compliance requirements

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

Discover valuable resources

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Infographic
• April 2025

Secure and Compliant Innovation in Capital Markets with AI

In this infographic from IDC, learn how to use cloud technology and generative AI to transform capital markets.
Get the infographic
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Video
• February 2024

Empowering women in financial services: Experiential perspectives

Watch the video
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Blog
• November 2023

Reinvent financial services with data and generative AI

Read the blog
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Blog
• June 2023

The era of generative AI: Driving transformation in capital markets

Read the blog
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
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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.
Explore now

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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