Financial Services

Meet Jenny
Jenny is a loan officer who want to create customers for life so that her bank gets more wallet share. To do this, she needs to be able to proactively tailor products and services that better meet her customers’ needs, qualifications, and budgets.

Jenny needs visibility into her customers’ lifecycle and journey
To better manage her customer relationships, she needs to know her customers better and anticipate they’re needs, whether they’re connecting online, via mobile device, or in person. But with mountains of paperwork to sift through and disparate systems, there’s no easy way for Jenny to access this information.

Modernization is the key
Digital transformation lets Jenny harness the power of her data. Microsoft Cloud for Financial Services provides her with a full suite of tightly integrated financial services solutions. This grants Jenny total visibility into her customers’ information, so she can build unified customer profiles that enable her to tailor each interaction to the individual customer, improving engagement and exceeding expectations in the process. Jenny is now empowered to provide a personalized customer journey across all touchpoints and attract new customers — while securing the long-term loyalty of the ones she already has.

Meet Frank. 
He’s a chief security officer who loses sleep over his data. Frank’s under immense pressure to protect customer privacy, defend company IP, and adhere to industry regulations, all while keeping pace with rapidly evolving security threats and a changing technology landscape.

Frank wants to sleep better at night. 
In order for that to happen, he’ll need a modern infrastructure — one capable of harnessing the power of digitally transformative technology to proactively defend against pervasive data threats and potential breaches.

A stronger cybersecurity environment is the answer. 
Defender for Cloud, Sentinel, Dynamics 365 Fraud Protection, and more — Microsoft Cloud for Financial Services has the power to strengthen the firm’s cybersecurity posture. Frank is now armed with the tools he needs to monitor suspicious activity, stay alert, defend against external attacks, and prevent breaches, so he can rest a little easier at night.

Meet Dana.  
She’s a risk manager charged with preventing financial crime and meeting stringent AML compliance processes. With threats escalating and the volume of data she has to analyze growing, Dana is afraid of missing signals, losing business, and facing steep penalties.

Dana wants to be more efficient and accurate. 
But she struggles to do her job without affecting customer service using the technology she currently has. Digitizing the risk process will help Dana breathe a little easier, while still meeting her demanding risk management, regulatory, and customer service initiatives.

It’s time to invest in game-changing technology. 
Microsoft Cloud for Financial Services comes with an entire team of compliance professionals who can help Dana better manage risk and make more informed decisions. And with a suite of smart, integrated solutions, she gains the visibility and control she needs to comply with regulatory requirements and more quickly and accurately anticipate, detect, track, and prevent criminal activity.

Meet Sascha. 
They’re a branch manager who wants to drive their team to greatness. But their credit union’s old systems and manual processes are costly and slow Sascha down.

Sascha wants to empower their employees to provide more value to members. 
In order to do that, they’ll need to ditch their legacy systems and implement a single solution for connecting with their employees. This is the most effective way for Sascha to arm their employees with the necessary knowledge to understand members better, work smarter and faster, and remain competitive.

Modernization drives success. 
With Microsoft Cloud for Financial Services and support from Hitachi Solutions, Sascha’s employees have access to a single, reliable source of truth, which saves them from having to hunt down information, makes them more responsive, and leads to more tailored member engagements. Sascha’s job is easier, as well, now that they’re finally free to focus on serving members and increasing wallet share.