www.microsoft.com/financialservices

 SOLUTIONS from Microsoft include:

Branch

Microsoft’s Branch solution enables banks to turn each customer interaction into a sales opportunity with integrated, complete customer data and the communication and collaboration tools employees need to work efficiently. This solution also enables banks to prepare branches for future industry challenges with a scalable, flexible infrastructure that can be quickly adapted to take advantage of new market opportunities. The Branch solution enables banks to centrally manage their IT infrastructure as a way to reduce operational costs and also build a collaborative foundation on which to increase productivity.

Customer Knowledge

Microsoft’s Customer Knowledge solution enables banks to build customer loyalty and profitability through integrating customer data in a single repository and providing the ability to analyze that data for more informed marketing and sales campaigns, new product development and improved performance management. Leveraging CRM, collaboration, and business intelligence capabilities, this solution is designed to enable banks to create and retain more profitable client relationships, manage risk more effectively, and improve operational efficiency.

Online Financial Services

As the online channel continues to grow in strategic importance, Microsoft’s Online Financial Services solution provides a foundation for online banking, product origination, social community connections, brand management strategies, digital marketing and a process based workflow platform. It also incorporates the means to help banks reduce cost through leveraging cloud based business services and connecting customers through digital devices.

Advisory Services

In today’s demanding market, customers expect increasingly high standards of service, including around-the-clock personalized advice on their assets. Microsoft’s Advisory Services solution is designed to improve advisor productivity and enhance the customer experience by breaking down information silos to provide a holistic view of the customer, and improve business processes and workflows that mold to the financial advisors’ needs. 

 DOMAINS OF COLLABORATION

Microsoft and Efma established their partnership in 2005 to create the European Retail Banking Advisory Council. Now in its fifth year, this Council brings together senior executives from Europe’s leading banks to build a common vision on issues facing today’s banking industry:

2006: The Future of Multi-Channel Delivery
2007: The Future Role of the ‘Bank Store’
2008: Creating the Smarter Knowledge Bank
2009: Innovation in Multi-Channel Management

In 2010 the Retail Banking Advisory Council consists of 35 banks from 14 countries who, in conjunction with Efma and Microsoft, are building a vision on Transforming Banking to Reflect the New Economic Environment, including:

Transforming the retail network: The future role of the branch; rebuilding customer trust and confidence; creating an integrated customer experience across channels
Creating a new operating model: Improving operational efficiency; cost reduction and the role of technology; compliance and regulation
Optimizing the online buying experience: Making the move to digital marketing; leveraging intermediaries; social influence marketing; capitalising on search capabilities

 CONTACT 

  DOCUMENTS

                                       The Future of Multi-Channel Delivery (2006)      

      The Future Role of the ‘Bank Store’ (2007)         

      Creating the Smarter Knowledge Bank (2008)    

      Innovation in Multi-Channel Management (2009)