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Cloud exit planning guidelines for financial services institutions 

The financial services industry has evolved into a highly dynamic, technology-driven business with many institutions looking at the public cloud as an answer for delivering new solutions. Adoption and use of the public cloud has accelerated in 2020 as a result of the global pandemic which in some cases created highly urgent needs for innovation...Read more

Innovating identity and access management in financial services 

The financial services industry is changing rapidly as digital transformation enables new possibilities and changes such as, the way we access our banks, engage with insurance companies, and interact with capital market firms. Financial platforms and services are increasingly able to integrate with every facet of an individual’s life....Read more

Virtually heading to Sibos 2020? 7 must-dos and trends to watch 

The world’s preeminent financial services conference is fast approaching. Sibos has long been one of my favorite events that I look forward to each year. A time to come together as a community to connect, reconnect, share, and learn from each other. An opportunity to get a pulse on what’s trending and collaborate to shape...Read more

4 measures to counteract risk in financial services 

The impact of the COVID-19 pandemic has changed the way financial institutions, customers, and employees will conduct business and interact with each other. The need to adapt to enable remote working, to employing digitally connected services to customers, and to even build new business models requires speed, agility, and applying adaptive measures with this constant...Read more

How retail success stories inform retail banking strategy 

In the second part of our Q&A series with Deborah Weinswig, CEO and Founder of research and advisory firm Coresight Research, we discuss what retail banking can learn from retail’s worldwide success stories in getting through the depths of the Covid-19 crisis. Read the first blog in the series, What retail banks can learn from...Read more

What retail banks can learn from retailers during COVID-19 

In this new, three-part blog series we sit down with Deborah Weinswig, CEO and Founder of research and advisory firm Coresight Research, to discuss global retail and the coronavirus crisis, and learnings that can cross over to retail banking. In this first Q&A, we ask Deborah what retail banking can learn from how retailers have...Read more

Top 10 digital strategies and technology trends for insurance executives 

The insurance industry is facing a fast-changing landscape. As the world deals with COVID-19, insurers are seeing changing customer and employee expectations. This is in addition to the “cost-conscious” customer, who changes from one insurer to another. Now more than ever, insurance leaders are seeking digital transformation and innovation while reducing costs of operations. Here...Read more

8 innovations for financial services from Build 2020 

At our recent Microsoft Build 2020 conference, we celebrated the critical role of developers and their tireless efforts to rally during this time of crisis. We also unveiled a range of new tools and services to meet their needs to provide immediate impact and value, and help them achieve more in the future through AI...Read more

After Envision: business resiliency in financial services 

Over these last few weeks, I have had the pleasure of hosting our first digital Microsoft Envision Forum for Financial Services series. We began the journey from an in-person, New York City event to pivoting to a purely-digital format leveraging Microsoft Teams—our focus intent on providing insight from leaders in the financial services industry. This...Read more

The role of open dialogue in financial services compliance 

As part of ongoing engagement with financial services regulators and customers, I had the opportunity to attend a Cloud Technology Summit sponsored by the Federal Reserve Bank of Richmond. The conference assembled leaders within the U.S. Federal Reserve System; technology providers; senior risk, compliance and CTOs from major banks; and other key industry participants to...Read more

Business continuity in financial services 

With much uncertainty about the spread of the COVID-19, financial services customers and their regulators are naturally concerned about the continuity of their business operations. This includes the use of Microsoft Cloud Services, such as Azure, Microsoft 365, and Microsoft Dynamics 365 to support important lines of their business. Regulators such as the United Kingdom Financial...Read more