Microsoft Surface in Financial Services - Day in the Life
This video demonstrates how you can step into a new era of financial services with Microsoft Surface for Business. Microsoft Surface can reshape your organization, enabling heightened productivity and accelerating the implementation of AI. Watch the video to see a day in the life for a wealth management advisor and how Surface empowers the manager to get everything done faster, more efficiently, and on a much more personal level with his clients.
How does the Surface Laptop 6 enhance productivity for wealth advisors?
The Surface Laptop 6 supports productivity by enabling quick setup with Windows Autopilot, which connects the device to Microsoft Intune for seamless compliance with enterprise policies. Its high-performance capabilities allow wealth advisors to run critical applications and prepare customized content efficiently. Additionally, features like the AI-enhanced 1080p HD Studio Camera and high-quality audio enhance virtual meetings, while its portability makes it easy to work from various locations.
What features support secure access and client interactions?
The Surface Laptop 6 includes Windows Hello face authentication, which allows for instant and secure sign-in. This feature ensures that wealth advisors can access sensitive investment portfolios safely. The device's high-resolution 15” PixelSense touchscreen display, combined with anti-reflective technology, makes it easier to present information clearly to clients, even in bright environments.
How does Microsoft Teams and Copilot assist in managing tasks?
Microsoft Teams provides features like Intelligent Recap, which summarizes notes and action items from missed meetings, helping wealth advisors stay updated. Additionally, Microsoft Copilot allows users to quickly summarize important regulatory reports, streamlining the review process and ensuring that team members are informed about critical changes.
Microsoft Surface in Financial Services - Day in the Life
published by CBA
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