Empower frontline financial services workers with Microsoft Teams
Enhance communication, transform employee experiences, and drive efficient operations with highly secure tools for frontline workers
Forrester Consulting study finds Microsoft Teams improves the client experience by 30 percent in three years1
Explore Teams for financial services
Empower workers across banking, insurance, and capital markets with a centralized workspace for the frontline
Banking
Equip your workforce with the resources they need to deliver a differentiated customer experience.
Insurance
Enable a seamless customer experience at every stage of the policyholder journey.
Capital markets
Create personalized and relevant client interactions regardless of location and physical space.
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Reimagine the future of financial services
Connect financial services workers on the frontline with the right people, tools, and knowledge to respond to evolving customer expectations and industry demands.
Create a central workspace for organizational communications
Centralize communication across your bank, firm, or brokerage in one application that supports text, images, audio, and video.
Support productive communication with your workforce
Share important messages and announcements organization-wide through the digital workspaces employees already use.
Back to tabsConnect the right people at the right time
Deliver differentiated experiences, in person and remotely, through meaningful real-time insights and collaboration tools.
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Help protect your customer, financial, and organizational data
Provide built-in security and compliance across endpoints and devices.
Streamline the security experience
Meet the unique needs of financial services organizations with out-of-the box, configurable management.
Control who can access your data
Equip your frontline workers with unified endpoint security and Zero Trust security controls as the first defense against cyber and financial crimes.
Back to tabsKeep pace with an evolving regulatory environment
Use compliance solutions and certifications to help address the complex and demanding landscape of global financial services regulatory requirements.
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Empower your workforce to do more with less
Create a unified platform for your workforce by automating task and service processes with digital workflows that connect to systems of record.
Utilize automation to achieve strategic priorities
Improve workflows by digitizing manual processes and automating routine tasks. Free employees’ time for work that directly impacts customer satisfaction.
Equip workers with important information in their apps
Help workers deliver seamless customer experiences. Automatic syncing between your system and Teams enables consistent data and updates across platforms.
Help employees manage their time and workload
Empower your workforce with self-service tools to manage their schedules and monitor task progress in real time.
Back to tabsGet data-informed insights from your employees
Gain critical insights from frontline data using meaningful self-service analytics, including hundreds of visualizations and built-in AI.
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Equip your employees with the tools to succeed
Empower frontline employees to build new skills and engage in an inclusive workplace.
Connect your workers in innovative and meaningful ways
Spark meaningful connections and open discussions across departments, locations, and languages.
Propel career growth with learning opportunities
Easily locate, track, and share learning content so workers can independently build their skillsets and comply with industry-specific continuing-education requirements.
Back to tabsCreate an engaged and inclusive workplace
Increase engagement and satisfaction by prioritizing employee wellbeing, community building, and tools that accommodate different working styles.
Learn more about Teams for frontline workers
Learn how technology can help unlock a new future for frontline workers
Explore how to empower frontline financial services workers
Discover how to enable hybrid work and create collaborative experiences with Microsoft 365
See how financial services organizations empower their workers with Teams
ABN AMRO meets customers anywhere for financial advice with Microsoft Teams and Azure Communication Services
”With our Teams-based video banking service, every customer immediately gets an advisor.”
Vincent Bakker: Daily Banking Advisor, ABN AMRO.
Nationwide
Nationwide brings its culture of care to a hybrid work environment with Microsoft 365.
Enable future-first financial services
Learn how the Microsoft Cloud for Financial Services can accelerate innovation for sustainable growth.
Frequently asked questions
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Frontline workers and managers are shift-based, mobile-first workers. They have various names, such as frontline workers and essential workers, but at their core they’re the people who first have contact with your customers, they’re the first to work with your product, and the first to represent your brand. They include universal bankers, customer service representatives, insurance agents, investment bankers, claims adjusters, and many other critical roles.
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Frontline worker capabilities are available in all Microsoft 365 commercial offerings. Some of these capabilities are not available in the free version of Teams or Office 365 GCC offerings.
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Learn more about empowering your frontline workforce with Teams on the Teams blog.
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Effective June 30, 2020, Microsoft StaffHub was retired. StaffHub capabilities are being built into Teams. Learn more.
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