KPMG and Microsoft financial services transformation

Delivering the results that matter

John E. Mulhall

John E. Mulhall

Partner, Advisory, Enterprise Solutions, KPMG US

+1 212-954-2542

Delivering the results that matter

Together, KPMG LLP (KPMG) and Microsoft help businesses create customer-centric organizations. We combine KPMG member firms’ deep domain knowledge with Microsoft’s advanced technologies to enable businesses to harness the power of digital innovations to attract and retain customers, outmaneuver the competition, empower their workforce and xecute with confidence.

  • We empower organizations to harness the power of digital automation to accelerate enterprise intelligence
  • We help clients improve interactions with customers, distribution channels, and employees while also addressing security, regulatory and compliance needs.
  • We enable the intelligent insights needed to elevate sales and service levels, improve the customer experience and positively impact retention and margin.

Banking – Powered sales and service

The KPMG Powered Commercial Banking proposition delivers four transformational outcomes to the front office. Powered Sales and Service enables bankers to better understand their customers so they can deliver relevant and valuable services and products that enable profitable relationships.

Capital markets – asset and wealth management

Sales and Service for Asset and Wealth Management enables a holistic customer-lifecycle engagement model encompassing sales, service, and marketing interactions.

Banking and capital markets – Sales intelligence engine

KPMG Sales Intelligence Engine acts as a sales enablement tool to support three primary functions: targeting and lead generation, guided selling through personalized recommendations, and integrated digital/mobile assistance. They can be enabled individually or as a combined capability.

Insurance – intelligent underwriting

KPMG intelligent underwriting: What is it?

KPMG intelligent underwriting is a risk-scoring and underwriting engine developed using machine learning leveraging our proprietary KPMG signals repository. It is deployed on the Microsoft Azure cloud, with access to Azure’s API’s. The core components of the solution are outlined in the .pdf. Please download to learn more.


We help our clients realize the promise of digital automation by providing insight on what tools to innovate with, and offering outcome-driven pragmatic approaches.

  • Expand intelligence to all users and devices to accelerate business performance
  • Accelerate business agility by effectively leveraging hybrid cloud capabilities
  • Improve the customer experience by unifying information and interactions
  • Improve speed to market with innovative purpose-built solutions.


KPMG & Microsoft Alliance Animation – Differentiated Approach

Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities. Any trademarks or service marks herein are the property of their respective owners.