Drive Impactful Business Outcomes With Microsoft Solutions
We combine deep Microsoft and financial services expertise to unlock business value and accelerate transformation. From improving compliance and customer experiences to adopting AI-driven tools like Microsoft Copilot, we empower financial services firms and insurers to reimagine how they serve customers and operate more efficiently.
Accelerate Business Outcomes with an AI-First Microsoft Approach
We deliver financial services-specific Microsoft cloud and AI solutions to drive meaningful impact. Empower your teams with secure, compliant data collaboration and real-time insights to accelerate transformation and maximize ROI.
Drive Business Value and Deepen Customer Relationships
We're Empowering Financial Services Firms and Insurers to Become Industry Leaders
Banking
Reimagine retail and commercial banking with data, AI, and cloud.
Customer View
Better understand and serve customers by unifying data across core banking, Dynamics 365, and mobile.
Real-Time Analytics
Anticipate customer needs (e.g., loan renewal, investment upsell) and deliver insights directly into workflows with Copilot for M365 and Power BI.
Omnichannel Service
Offer seamless service across branch, mobile, and chatbot by integrating Dynamics 365 Omnichannel.
Next-Best-Action Models
Help frontline teams identify and recommend high-value offers based on behavioral triggers, credit trends, and life stages with Copilot in Sales.
Conversational AI
Power intelligent assistants for everyday banking tasks with Copilot Studio and Azure OpenAI.
Insurance
Transform core operations and policyholder engagement with cloud and AI.
Policyholder Insights
Centralize data for full visibility across products, claims, and interactions.
Claims Automation
Use intelligent document processing and faster resolution with Azure OpenAI and Cognitive Services.
Product Personalization
Recommend policies aligned with life events using Dynamics 365 Marketing.
Virtual Agents as a Future Initiative
Reduce costs and modernize engagement with AI-driven support.
Retention Analytics
Predict churn and trigger personalized outreach with Azure ML.
Capital Markets
Support clients and advisors with smarter, more agile operations.
Client Intelligence Hub
Guide relationships by consolidating market data, Dynamics 365 interactions, and trade activity.
AI-Powered Analytics Dashboards
Visualize performance, risk, and exposure in real time with Microsoft Fabric and Power BI.
Automated Relationship Management
Streamline client communication by integrating Dynamics 365 with Outlook and Teams.
Secure and Compliant Collaboration
Obtain peace of mind by leveraging Microsoft Purview, Teams Premium, and E5 security.
Guide
Inspired Digital Experiences in Financial Services With Microsoft Azure
Explore how our Microsoft partnership fuels transformation across banking, insurance, and capital markets.
Meet An Expert
Get in Touch With Our Microsoft Experts
Our team of experts is here to help. Whether you're looking for information about our capabilities or our perspective on specific topics, we're ready to assist you. Please fill out the form below, and we will get back to you promptly.
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