This is the Trace Id: 6cb84826d5d2530292920ce7e778bfea
Skip to main content Frontier Transformation Frontier Accelerate AI for business Use cases Consumer goods Digital sovereignty Education Overview Power and utilities Oil and gas Mining Overview Banking Capital markets Insurance Overview Defense and intelligence Transportation and urban infrastructure Social services and public health Public safety and justice Public finance Overview Defense and intelligence Federal civilian State and local governments Cloud for US government AI for US government Overview Providers Payors Life sciences Health solutions Overview Industrial transformation Media and entertainment Overview Automotive Travel and transportation Retail Telecommunications Microsoft 365 Copilot AI agents at work Microsoft IQ Agent 365 Security for AI Copilot Studio Microsoft Foundry Microsoft Agent Factory Azure AI apps and agents Microsoft Marketplace Copilot+ PCs Microsoft Copilot Download the Copilot app Microsoft responsible AI Principles and approach Tools and practices Advancing sustainability Securing AI Data protection and privacy AI 101 AI learning hub Industry blog Microsoft Cloud blog Support for business Industry documentation
Financial Services: Banking

Agent-powered relationship managers

Drive better customer engagement with AI tools that enhance meeting preparation, provide better customer insights, and summarize customer conversations.
Woman standing next to a monitor screen.
Outcomes

Drive real results in banking

Equip relationship managers with AI to enhance meeting prep, deliver deeper customer insights, and summarize conversations—driving stronger engagement and satisfaction with every interaction. Relevant for CIO, CTO, COO, LOB heads, HR managers, IT, operations, product management
A man wearing safety glasses.

Enhanced collaboration

Connect to teams using AI tools, enabling better insights and collaboration.
A man wearing a hard hat, headphones, and a blue shirt.

Customer insights

AI delivers actionable customer insights for smarter, more personalized engagement.
A man with a beard standing in a factory.

Improved efficiency

AI automates tasks, streamlining workflows and boosting efficiency across teams.
Solutions

Find the right AI approach for your organization

Buy, extend, build, or partner to achieve transformative AI benefits.
Buy pre-built solutions

Microsoft 365 Copilot

Transform work using a powerful AI assistant with built-in enterprise-grade security.
Learn more
Extend and customize

Microsoft Copilot Studio

Build and customize AI agents to extend the capabilities of Microsoft 365 Copilot.
Learn more
Build your own solutions

Microsoft Foundry

Design, customize, and manage AI apps and agents at scale.
Learn more
Find partner solutions

Microsoft Marketplace

Power your AI transformation with AI solutions from industry leading partners.
Learn more
Explore AI Solutions
CUSTOMER STORIES

Discover how organizations are using AI for financial services

  1. Fortune Brands
  2. Solv logo
Fortune Brands
Fortune Brands Innovations unifies their brands under one portal with Microsoft Power Pages
Fortune Brands Innovations created a more streamlined customer experience using Microsoft Power Pages and Dynamics 365 Customer Experience.
Products
Solv logo
Solv eliminates 98% of clerical errors with Dynamics 365 Business Central
Solv improved report accuracy and efficiency by switching to Dynamics 365 Business Central, saving 40 man-hours monthly and enhancing financial controls.
Products
Back to SUCCESS STORIES section
RESOURCES

Take the next step in your AI journey

  1.
A woman talking to a man

Microsoft for Financial Services

Discover cloud and AI-powered solutions for banking, insurance, and capital markets.
Learn more
A man speaking with two woman

Transform Financial Services processes

Explore scenarios to improve data analysis, elevate customer experiences, and modernize operations.
Learn more
A man looking at a monitor

Understand the business impact of AI

Get resources for a successful AI adoption and implementation journey.
Find resources
Back to carousel navigation controls

Follow Microsoft

Surface Pro Surface Laptop Surface Laptop Ultra Surface RTX Spark Dev Box Copilot for organizations Copilot for personal use Explore Microsoft products Windows 11 apps Account profile Download Center Microsoft Store support Returns Order tracking Certified Refurbished Microsoft Store Promise Flexible Payments Microsoft in education Devices for education Microsoft Teams for Education Microsoft 365 Education How to buy for your school Educator training and development Deals for students and parents AI for education
Microsoft AI Microsoft Security Dynamics 365 Microsoft 365 Microsoft Power Platform Microsoft Teams Microsoft 365 Copilot Small Business Azure Microsoft Developer Microsoft Learn Support for AI marketplace apps Microsoft Tech Community Microsoft Marketplace Software companies Visual Studio Careers About Microsoft Company news Privacy at Microsoft Investors Diversity and inclusion Accessibility Sustainability
English (United States) Consumer Health Privacy Sitemap Contact Microsoft Privacy Manage cookies Terms of use Trademarks Safety & eco Recycling About our ads