Technology Record - Issue 41: Summer 2026

83 FINANCIAL SERVICES We asked selected Microsoft partners how they use the Microsoft Azure platform to help financial services firms approach their AI strategy with confidence Partner perspectives Bud Walker Chief Information Officer, Melissa “Melissa leverages the Microsoft Azure platform to help financial services firms manage risk and ensure compliant, agile and resilient operations. Our data quality, address validation and know your customer/anti-money laundering identity verification solutions integrate seamlessly with Azure Data Factory via native SQL Server Integration Services components, and with Azure Functions and Logic Apps via our REST APIs. This supports real-time verification, scalable batch processing and secure data enrichment. Powered by Azure’s global infrastructure and compliance framework, firms gain faster onboarding, reduced fraud and stronger regulatory adherence.” “Coretek helps financial services firms build compliant, resilient operations on Azure using AI-driven risk analytics, intelligent automation and Microsoft Purview governance. We deploy agentic AI solutions that accelerate regulatory reporting, detect fraud in real time and streamline audit readiness. A large regional bank in Ohio implemented an Azure OpenAI-powered underwriting agent that automated loan decisioning workflows, reducing approval cycle times by 60 per cent while maintaining full audit-trail compliance. The result: lower operational cost, improved regulatory posture and a faster, more consistent customer experience – demonstrating that AI and compliance are complementary, not competing, priorities.” Photo: iStock/FG Trade Photo: AdobeStock/Christian Brian Barnes Chief Technology Officer, Coretek Peter Hertlein Partner, Financial Services, KPMG “In our project with TeamBank, KPMG has established a scalable Microsoft Power Platform landing zone and introduced the foundation for broad adoption of agents and apps. A standardised onboarding process for apps and agents, which is partly automated through an AI agent itself, has enabled faster, more autonomous delivery by business teams. At the same time, it has increased transparency, reusability and governance across use cases. Through this approach we have transformed the Power Platform into a manageable, bank-wide platform model. The solution embeds regulatory requirements, data protection and compliance controls by design, translating complex regulatory hurdles for financial services into a smart, scalable and compliant operating model.”

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