How technology is powering sustainability 

Unlocking data is critical for organizations striving to achieve sustainability goals. Many businesses see challenges in how to effectively record, report, and analyze the data they need to reduce their environmental impact.  Read more

AI-driven compassionate lending: Better for banks and customers 

Delinquency rates have been low during the pandemic. However, forbearance, social policies, and fiscal relief are phasing out. Institutions must be prepared for an oncoming bubble of non-performing loans (NPLs). As EY stated in a recent blog post, “With large swathes of retail customers and small-to-medium-sized enterprises (SMEs) expecting to need financial assistance to avoid Read more

New regulatory requirements put digital communications apps such as Microsoft Teams under closer scrutiny 

Customer protection and modernization are at the top of the Securities and Exchange Commission’s (SEC) agenda for 2022 and beyond. With the COVID-19 pandemic’s impact on remote work, a new emphasis on compliance for digital communications will affect every financial services firm and bank. Read more

Expert insights into future trends of the financial service’s industry 

Whether you’re using an electronic payment app to buy takeout for dinner, accessing full-service banking from a laptop at home, or trading cryptocurrencies, you’re probably aware the digital revolution in financial services is quickly moving forward. At Microsoft, we’re eager to see how the industry will continue to evolve. To gather a variety of opinions on Read more

3 strategies every SMB CFO can implement to create value 

The challenges of the past year have reinforced the importance for CFOs and other finance leaders of small and medium-sized businesses (SMB) to balance business execution in the present while investing in capabilities for the future. Historically, finance has focused on strategies that protect value. Since CFOs and other finance leaders often sit at the center of the decision-making conversations, these individuals are in a unique position to create business Read more

The key to digital transformation in banking 

Banking organizations worldwide are rapidly scaling transformation efforts to help their organizations compete more effectively in an increasingly digital world. While the largest organizations have invested heavily in changing business processes, products, and the use of technologies for years, smaller organizations are playing catch-up, rushing to serve the digital needs of consumers unable or less likely Read more

Re-envisioning the insurance industry with the use of intelligent tech 

Data is the driving force behind recent innovations in many industries, insurance being one of them. The innovation that we’re seeing currently—and will continue to observe in the years to come—is being driven by data and the tools that will enable data to be stored, collated, analyzed, and utilized. Looking ahead, the process of becoming Read more

Four disruptive strategies for leading in finance 

Chief financial officers (CFOs) and other finance leaders have an incredible opportunity to create value for their organizations. As workforces across industries pivot to adopt hybrid environments, finance plays an important role in defining how organizations build resilience in the face of significant challenges and uncertainty. Four strategies we have seen our customers successfully employ Read more

How fund companies can stay in compliance with SEC Rule 18f-4 

What does it take for fund companies to stay in compliance within a shifting risk management landscape? Risk management has entered uncharted territory. Amid global disruptions caused by COVID-19, it’s essential for financial services institutions to review model strategies. Challenges include managing business continuity, recovering from the impact on their customer base, and reimagining new Read more

How financial advisors can build better client relationships on social media 

Financial advisors know all about the value of developing relationships with prospects and clients. Whether you’re providing banking services, investment vehicles, or insurance products, you know that the number one way to get business is through personal connections and referrals. You rely on word of mouth and warm introductions to help you win people’s trust. Read more