Financial Services

Differentiated Customer Experience Solutions: Data and AI

Explore this curated directory of industry-leading Microsoft partner solutions to help your financial institution provide a differentiated and elevated customer experience. 


Explore a comprehensive financial tech ecosystem

Along with our partners, Microsoft provides financial institutions and organizations with customer experience management solutions that enable more meaningful and relevant customer experiences across all channels. Together, we provide critical assistance to manage the vast amount of customer data that creates those experiences. We can help you consistently drive value across channels while opening up opportunities to transcend legacy system limitations and accelerate modernization. 

Key to all these efforts are the powerful capabilities of cloud solutions and technology to better manage data, make decisions, and delight customers. It’s all part of the many ways Microsoft and our partners help financial institutions achieve and exceed key business outcomes such as:

  • Enabling a 360-degree customer view to create more personalized and relevant experiences. 
  • Improved services through a better understanding of your customer via insights from multiple sources. 
  • Leveraging predictive analytics to anticipate and proactively bring customers more relevant banking products and offers.
  • Higher customer satisfaction supported by faster and more cost-effective interactions with the help of AI and automation. 
  • Standing up banking-specific data models to bring new services to market faster, including onboarding and referrals.

Solutions Spotlight: Data and AI

Amperity Logo

With Amperity, brands can build a first-party data foundation to fuel customer acquisition and retention, personalize experiences that build loyalty, and manage privacy compliance.



Select a Data and AI solution to learn more:

How data closes the customer expectation gap

Fast-evolving customer service expectations demand that you can easily and securely access and leverage customer data. It’s essential to maintaining loyalty and building relationships, as well as ensuring additional sales. From federated learning to large language models, AI is at the core of advances in democratized data analysis and management—and data makes AI possible. Turn to Microsoft and our partner ecosystem to help enable everyone at every level of your organization to make confident decisions using up-to-the-minute analytics. We can show you new ways everyone—from developers to data scientists to financial analysts—can do more with data using AI and machine learning on Microsoft Azure.

Below you’ll find key solution partners within our global ecosystem. Each partner has been thoroughly vetted and brings proven expertise in data and AI for financial service organizations. Learn more about each of them to find the one that’s right for your challenges.

Browse all (Data and AI) solutions:

Solution Results: 13

Adobe Logo

Adobe Real-Time Customer Data Platform (RTCDP) unifies customer data from internal and external sources and combines it into actionable people and account profiles that can be updated in real time and shared instantly with almost any application.

Adobe Logo

Adobe Journey Optimizer is an omnichannel customer engagement application that enables brands to know your customer and the context of their interactions, orchestrate and automate real-time customer journeys, and personalize messages and offers at scale.

Adobe Logo

Adobe Customer Journey Analytics helps organizations visualize the entire customer journey, moving beyond single-channel interactions to identify meaningful cause-and-effect relationships between customer interactions across channels.


Amperity Logo

With Amperity, brands can build a first-party data foundation to fuel customer acquisition and retention, personalize experiences that build loyalty, and manage privacy compliance.


Backbase Logo

Backbase's mission is to empower banks to reimagine and modernize their IT and business operations with a strong customer-centric focus by redesigning the banking process around the customer.


DXC Technology Logo

DXC Intelligent Boost is a next-generation IoT end-to-end platform that provides actionable analytics.


HSO Logo

DnA Accelerator for Financial Services


HSO Logo

Unify and automate your financial processes with our industry-specific blueprint.


Insight Logo

Insight Connected Platform leverages Microsoft Azure to provide a scalable foundation for any financial services space.

NICE Logo

NICE CXone is an industry-leading, next-generation cloud contact center platform and the only enterprise-grade CCaaS solution running on Azure.

PwC Logo

Launch new banking propositions and accelerate digital transformation by using PwC's deep industry expertise combined with enterprise-grade solutions from Microsoft.

Theta Lake Logo

Financial services providers need to comply with compliance, legal, and regulatory requirements around retention, eDiscovery, and supervision of electronic communications from Microsoft Teams. 

Wipro Ltd Logo

Wipro Energy Data Centricity services and capabilities, built on the Microsoft Cloud, unlocks the value in your data. 



Meet Your Microsoft Partners

Find the Partner solutions that most closely align with your industry and organizational needs.



Meet Your Microsoft Partners


Find the Partner solutions that most closely align with your industry and organizational needs.