Microsoft

Microsoft offers Dynamics 365 solutions specifically tailored for financial services and banking institutions to enhance customer relationship management.

Is this your company?

Email: dynamics365sales@microsoft.com

Phone: +1-800-426-9400

Web: https://www.microsoft.com/

products

• Surface Studio
  Surface Studio is a high-performance all-in-one desktop that features a large, high-resolution touch display and powerful processors suitable for financial modeling and advanced analytics.
  
• Microsoft Teams
  Teams integrates video conferencing, chat, file storage, and application integration, providing a comprehensive collaboration tool for businesses.
  
• Microsoft Azure Data Warehouse
  A cloud-based data warehousing solution that offers scalability, high performance for analytical workloads, and a pay-as-you-go model, suitable for investment data management in fund management.
  
• Azure Data Factory
  A cloud-based data integration service that allows users to create data-driven workflows for orchestrating and automating data movement and data transformation. It supports hybrid data integration and provides a rich set of data connectors.
  
• Azure Machine Learning
  A cloud-based service for building, training, and deploying machine learning models, offering automated machine learning, drag-and-drop functionality, and integration with Jupyter notebooks.
  
• Microsoft Dynamics 365 for Insurance
  A comprehensive solution that allows insurance companies to manage policy lifecycles, claims, and customer engagement through a cloud-based interface and integration with AI and analytics.
  
• Microsoft Azure Synapse Analytics
  Combines big data and data warehousing into one unified platform, allowing users to analyze and visualize data in real-time, optimize decision-making and efficiently manage pension fund data.
  
• Azure API Management
  A hybrid, multi-cloud management platform for APIs across all environments. Key features include API gateway, developer portal, analytics, and security controls.
  
• Power BI
  Power BI is a suite of business analytics tools that deliver insights through interactive visualizations and intuitive dashboard creation, allowing users to connect to various data sources easily.
  
• SharePoint Online
  SharePoint Online enables collaboration, document sharing, version control, and integration with Microsoft Office applications for streamlined document management across teams.
  
• Microsoft Purview Information Protection & Records Management
  End-to-end encryption, immutable storage, policy-enforced retention, flexible governance, audit logging, compliance with global regulations (e.g., GDPR, HIPAA, SEC 17a-4, NAIC, etc.), and seamless integration with Office 365 and Teams.
  
• Azure Text Analytics
  Delivers sentiment analysis, key phrase extraction, named entity recognition, and language detection at scale. Can be integrated with insurance core systems and business intelligence dashboards for claims automation, fraud detection, and voice-of-the-customer analytics.
  
• Microsoft Intune for Financial Services
  A cloud-based mobile device management solution for financial advisors that enables secure access to client data and portfolio management applications. Features include conditional access policies, app protection, identity management, risk-based authentication, encryption enforcement, and compliance reporting for financial regulations like SEC, FINRA, and GDPR.