Social and Relationship Selling

With Social and Relationship Selling from Microsoft, financial services organizations can deliver exceptional client value with timely, personalized interactions; empower advisors to create stronger connections through high-touch engagement; and reach more clients by increasing advisor efficiency.

Autoplay overview demo

Watch the narrated demo, or send a link to your customers.  Play   |   Download

Interactive overview demo

Let customers test drive the solution, or present the click-through demo yourself.  Play   |   Download

BioCatch behavioral biometrics – Built on Microsoft Cloud technology

The BioCatch behavioral biometrics solution helps financial institutions recognize the use of stolen identities in online applications, protect customers against account takeover fraud, and detect next-generation cyberthreats.

Autoplay overview demo

Watch the narrated demo, or send a link to your customers.  Play   |   Download

Interactive overview demo

Let customers test drive the solution, or present the click-through demo yourself.  Play   |   Download

Interactive persona demos

Experience or present one of several day-in-the-life scenarios in this navigable guide.  Play   |   Download

2-minute persona demos

Prevent account takeover  Play   |   Download

Expose new-account fraud  Play   |   Download

Numerix FRTB – Built on Microsoft Cloud technology

The Numerix FRTB solution, built on Microsoft Cloud technology, helps banks comply with the new industry market risk framework, the Fundamental Review of the Trading Book, by making it easy to perform impact assessments, improve strategic decision-making, and maximize capital efficiency.

Autoplay overview demo

Watch the narrated demo, or send a link to your customers.  Play   |   Download

Interactive overview demo

Let customers test drive the solution, or present the click-through demo yourself.  Play   |   Download

Interactive persona demos

Experience or present one of several day-in-the-life scenarios in this navigable guide.  Play   |   Download

2-minute persona demos

Risk officer  Play   |   Download

Head of trading  Play   |   Download

Quantitative analyst  Play   |   Download

Market risk production manager  Play   |   Download

Temenos Screen – Built on Microsoft Cloud technology

Temenos Screen, built on Microsoft Cloud technology, is a flexible, comprehensive solution that helps financial institutions accurately and automatically screen transactions against sanctions and lists, enforce regulatory compliance, maximize security and scalability, and prevent terrorist financing.

Autoplay overview demo

Watch the narrated demo, or send a link to your customers.  Play   |   Download

Interactive overview demo

Let customers test drive the solution, or present the click-through demo yourself.  Play   |   Download

Interactive persona demos

Experience or present one of several day-in-the-life scenarios in this navigable guide.  Play   |   Download

2-minute persona demos

Compliance officer – watch lists  Play   |   Download

Compliance officer – transaction alerts  Play   |   Download

Compliance manager  Play   |   Download

VeriPark Next Best Action – Built on Microsoft Cloud technology

VeriPark Next Best Action, built on Microsoft Cloud technology, helps financial institutions deliver a personalized customer experience, provide targeted and relevant offers, and boost customer retention.

Autoplay overview demo

Watch the narrated demo, or send a link to your customers.  Play   |   Download

Interactive overview demo

Let customers test drive the solution, or present the click-through demo yourself.  Play   |   Download

Interactive persona demos

Experience or present one of several day-in-the-life scenarios in this navigable guide.  Play   |   Download

2-minute persona demos

Contact center agent  Play   |   Download

Customer of financial institution  Play   |   Download

Branch manager  Play   |   Download

Retail banking capabilities

Retail banking with Dynamics CRM Online gives financial services organizations a single view into multi-channel customer engagements through easy-to-use dashboards that provide meaningful customer insights.

Autoplay overview demo

Watch the narrated demo, or send a link to your customers.  Play   |   Download

Interactive overview demo

Let customers test drive the solution, or present the click-through demo yourself.  Play   |   Download

Producer enablement capabilities for P&C insurance sales

Producer enablement capabilities from Microsoft—built on Dynamics CRM Online—give P&C insurance companies a 360-degree view of the customer, as well as social tools, so they can gain insights and transform leads into sales while providing a seamless, omni-channel experience.

Autoplay overview demo

Watch the narrated demo, or send a link to your customers.  Play   |   Download

Interactive overview demo

Let customers test drive the solution, or present the click-through demo yourself.  Play   |   Download