The role of financial services employees has evolved. They must be adept with digital tools that enhance customer experience and maintain secure financial transactions. The integration of Microsoft 365 tools in the banking sector delivers a unique combination of personal banking services with digital expertise. However, implementation can be complex and return on investment (ROI) is hard to measure.
In this informative session, RSM US highlights new strategies for financial services organizations to make the most of Microsoft 365.
Watch this webcast to:
- Explore the latest trends and innovations in Microsoft 365.
- Understand the benefits and challenges of adopting Microsoft 365 tools in the financial services sector.
- Review how to use Copilot to access and analyze financial data, create personalized dashboards, and collaborate with customers and colleagues.
- Define how to use security and compliance solutions to protect sensitive data, manage access and permissions, and comply with regulatory standards.
- Evaluate the impact and ROI of Microsoft 365 tools on customer satisfaction, employee productivity and operational efficiency.
