eBook Microsoft Surface for Financial Services
By Insight Editor / 21 Aug 2026 / Topics: Devices , Modern workplace , Generative AI
Your advisers are using AI to prepare for client meetings. Your analysts are working through more data than ever. And your branch teams are expected to deliver faster, more personalized service.
Read the ebook to learn how financial institutions are building secure, AI-ready workplaces with Microsoft Surface® devices.
You’ll learn
Give advisers more flexibility without sacrificing security.
See how wealth advisers can stay productive between the office, home office, and client meetings while protecting sensitive information.
Support analysts with AI-ready devices.
Explore how AI-capable devices can help investment professionals focus less on technology limitations and more on generating insights.
Build a stronger foundation for AI.
Understand why endpoint strategy plays a critical role in productivity, security, and long-term AI adoption.
Help branch employees create better customer experiences.
Learn how Surface for Business can support faster service, digital forms, secure information access, and more productive customer interactions.
Why financial services organizations are exploring Surface
Support better client conversations, faster branch service, and more productive analysis with devices built for mobility, security, and AI-powered work.
- On-device AI powered by Intel® Core™ Ultra Series 3 processors
- Security at every layer
- Higher residual device value
Why Insight for Surface?
Get expert guidance on deploying, managing, and optimizing Surface across branches, offices, and remote employees with Insight.
- Top 1% of Microsoft partners globally
- 2024 Surface Partner of the Year
- 2024 Surface Hub Partner of the Year
