How to Maximise Returns
When every second and every byte of data matters, combining Microsoft 365 for your financial services business with Microsolve's comprehensive Microsoft 365 support services offers a tailored approach to enhance productivity, ensure compliance, and protect sensitive information for your business.
Let's break down how the different Microsoft 365 plans, augmented by Microsolve's specialized support, can bolster your firm's performance.
Microsoft 365 Business Basic for Financial Services
Starting from AU$16 per user/month, the Microsoft 365 Business Basic plan provides fundamental tools specifically designed for financial professionals:
- Web-based access to financial documents and client information
- Professional email (name@yourfinancialfirm.com)
- SharePoint-based cloud storage for secure, collaborative portfolio management
- Microsoft Teams for internal collaboration and client meetings
Microsoft 365 Business Standard: Boost Your Client Engagement
- Desktop versions of Excel for complex financial modelling
- Webinar capabilities for client seminars and market updates
- Advanced presentation tools for impactful client pitches
Microsoft 365 Business Premium: Ultimate Security and Compliance
- Advanced threat protection to safeguard financial data
- Device management for secure BYOD policies
- Data loss prevention mechanisms to maintain regulatory compliance
Unique Value for Financial Services Firms
- Enhanced Data Security: Business Premium's advanced security features can significantly reduce the risk of data breaches by up to 60%, which is essential for maintaining client trust.
- Improved Client Communication: Microsoft Teams, available in all plans, can increase client satisfaction by up to 20% through more responsive and efficient communication.
- Regulatory Compliance: Business Premium's security and compliance features assist in adhering to stringent financial regulations, potentially avoiding millions in fines.
- Analyst Productivity: Microsolve's email management services save analysts valuable time on administrative tasks, enabling more focus on financial analysis.
- Enhanced Cyber Protection: Your branded Microsoft login form has a special feature! It will display a visual warning if a Man-In-The-Middle attack is attempted on your firm.
- Client Acquisition: Webinar features in the Standard and Premium plans have been shown to increase client acquisition rates by up to 15% through educational seminars and market updates.
- Australian-based, SLA-backed Support: Microsolve manages tenancy settings, security baseline, license reconciliation, and (optionally) user on/offboarding via phone, email, and web portal, all in your timezone. This comprehensive Microsoft 365 support ensures your firm operates smoothly.
For financial services firms, while the Business Basic plan offers essential tools, investing in the Business Premium plan along with Microsolve's Microsoft 365 support can lead to significant improvements in data security, regulatory compliance, and client trust. With Microsovle's tailored Microsoft 365 solutions tailored specifically for the financial sector, your firm can achieve unparalleled productivity and security.
