Industry - Financial Services

Purpose

A Collection of resources for Microsoft practice building around the Financial Services industry. For a view of other solution areas, please see the Taxonomy.

To contribute to the PartnerCrucible, see Contributor’s Guide.

Microsoft Community

Source	Description	Notes
Financial Services Community	The objective of this community is to provide an open forum and encourage two-way communication and collaboration with key Microsoft subject matter experts, as well as fellow partners alike. The community will act as a central hub for resources and exclusive content related to the Financial Services industry, as well as tailored solutions to help you and your team drive and close deals.	Community

Industry References

Source	Description	Notes
Industry Resources	Industry resources	Microsoft US
Microsoft Solution Center	Ready to set up a new deployment? Choose the cloud solution designed for your industry to get started.
Industry Cloud Partner Sandboxes	This portal is used for SI/ISV Connect partners to obtain free or discounted non-production environment licenses with Biz Apps and Power Platform products to learn, test, and deliver end-to-end customer demos with their own solutions. These offers are to be used only on partner tenants, never on customer tenants.	Includes Cloud for Sustainability, FSI, Healthcare, Retail, Nonprofit

Financial Services Business

Source	Description	Notes
How Microsoft and generative AI are transforming financial service contact centers	Generative AI is redefining the very notion of a contact center for insurance companies, banks, and other capital markets firms	Microsoft Industry Blog
Insurance in the era of generative AI: Use cases that transform the industry	Innovative insurers are moving quickly to use the power of generative AI, and in this post, we’d like to share a few of the most important classes of use cases that our insurance customers are excited about today.	Microsoft Industry Blog
Microsoft Compliance - SOX	OVerview of SOX compliance of Microsoft Cloud SErvices	Azure docs
Microsoft Azure Guidance for Sarbanes Oxley (SOX)	This paper provides guidance to customers on how to leverage Azure’s existing compliance reports when addressing their own SOX compliance obligations	2017
Compliance Map of Cloud Computing and Regulatory Principles in the US	This document describes the key United States (U.S.) federal regulatory principles and recommended implementation practices that guide the use of cloud computing services by U.S. financial institutions.	Microsoft
Concentration Risk: Perspectives from Microsoft	as with all forms of outsourcing, concentration risk is one of many risks that must be assessed, and customers must develop governance and have assurance plans in place to mitigate and manage such risks when using cloud services	2020

Financial Services Technology

Source	Description	Notes
Microsoft Cloud for Financial Services Partner Assets	Partner assets for the Microsoft Cloud for Financial Services.
Microsoft Cloud for Financial Services Training Environment	Microsoft Cloud for Financial Services is a conflux of Microsoft Dynamics 365 and Microsoft 365. To take advantage of the Cloud for Financial Services solution and the rest of this learning path, we recommend that you have access to both clouds.	Microsoft Learn
Microsoft Cloud for Financial Services Trial	Microsoft Cloud for Financial Services offers a free limited trial for 30 days	Solutions Center
Microsoft Compliance - SOX	OVerview of SOX compliance of Microsoft Cloud SErvices	Azure docs
Microsoft Azure Guidance for Sarbanes Oxley (SOX)	This paper provides guidance to customers on how to leverage Azure’s existing compliance reports when addressing their own SOX compliance obligations	2017
Compliance Map of Cloud Computing and Regulatory Principles in the US	This document describes the key United States (U.S.) federal regulatory principles and recommended implementation practices that guide the use of cloud computing services by U.S. financial institutions.	Microsoft