Windows solutions for Financial Services

Windows Devices: Mobility in Financial Services

Windows solutions for Financial Services

Transform branch customer experience

Windows devices free branch staff from behind fixed work stations to meet the customer wherever they are. Greeters and tellers perform “line-busting” - processing customer transactions while in line – to keep the branch flowing smoothly. Interactive, digital displays empower customers to self-serve and discover offers relevant to them.

Video case study: Jack Henry & Associates
Video Case Study: Piraeus Bank Egypt
Customer Story: DenizBank

Enable engaging advisory services

Windows devices help financial advisors connect with customers and provide client services on-the-go. Advisors create an engaging experience when they share their screen to review the client’s financial information in real–time and deliver personalized recommendations.

Video Case Study: City National Bank
Featured app: CitiDirect BE Tablet
Featured app: Sungard Wealthstation

Box
“We're thrilled to be working closely with Microsoft to develop a Windows 10 universal app. Box and Microsoft are transforming the way people work, and our joint customers will benefit from a seamless Box experience on all of the Windows platforms they use to be more productive, collaborative and successful.”
Aaron Levie | CEO & cofounder| Box
SAP
“SAP has been working closely with Windows 10 and we are encouraged by the many ways in which Microsoft has taken both developers and end users into consideration when designing the Windows 10 platform. The new capabilities of the platform will enable us to offer our joint customers solutions that further improve productivity.”
Dirk Boessmann | SVP, Mobile Development | SAP
Symantec
"Symantec sees great things for enterprises and Windows 10, which is why we built Symantec Endpoint Protection support for it from day one.”
Piero DePaoli | Senior Director of Product Marketing | Symantec
Citrix (Maybe include)
“Operating system upgrades to Windows 10 serve as an ideal time for enterprises to embrace app and desktop virtualization as a long-term strategy to improve management, security, and performance. We anticipate tremendous demand for XenApp and XenDesktop in the coming year as IT organizations depend on Citrix technology to enable successful Windows 10 migrations.”
Nabeel Youakim | Vice President, Product Management | Citrix
Docusign
“With DocuSign for Windows 10, users can complete agreements and keep business moving forward anywhere, anytime – whether on a phone, tablet, or personal computer.”
Matt Malden | Chief Product Officer | DocuSign
Sungard
“Windows 10 provides the financial services industry with the ability to engage customers on their terms as never before. The Windows 10 universal app platform allows us to bring Sungard Financial products like WealthStation to any device running Windows 10, helping busy people check their portfolios no matter where they are.”

Personalize insurance sales

Insurance agents deliver a more personal, interactive client experience when they use a Windows device to explain complex products. With secure access to customer data, agents can deliver tailored solutions specific to each client.

Featured app: Veripark Direct Sales

Streamline insurance claims management

With one device, adjustors become more productive as they capture data, take photographs, and submit claims in real time. Adjustors are more efficient when data is stored offline and then automatically syncs when back online.