• Choosing the right devices for roles in the financial services sector

The financial services landscape has shifted dramatically. Organisations have become more agile to deliver consistent, reliable customer experiences in person or remotely — while maintaining tight control of sensitive data in an evolving regulatory environment. 

Empowering your team to deliver great customer service securely has never been more important. 58% of executives agreed that “changing customer behaviour and demands” will have the biggest impact on retail banking in 2020.1 Consequently it’s vital that the devices are built for the way you work and empower firms to balance those objectives and deliver their best the point of service.

With so much changing in the industry right now, we had a look at the main roles in the sector and the challenges they are facing in the new world of work to propose devices that are truly mobile, intuitive to use, stylish, and incredibly secure.


Branch workers

This client-facing role is mainly focused on providing a more personal customer experience to its clientele. To ensure the best possible experience is delivered they need a device that can help them add benefit to their pitch and leave an impact on their clients.


My device needs

  • Providing a personalised experience to customers
  • High resolution screen
  • Communicating information and promotions clearly
  • Projects a premium image and leaves an impact
  • Making a good impression on new and existing clients
  • Lightweight and compact enough to carry all day with a long lasting battery

Recommended Surface device - Surface Go 2 for Business

This lightest and most compact Surface yet, has a beautiful 10.5” PixelSense™ touchscreen that is perfect for customers to interact with and sign documents electronically when teamed up with a Surface Pen. Its sleek and modern design can switch from tablet-to-laptop in a tick - making it the perfect companion for branch workers who are always on the go.

See the full specs, live price and stock on the marketplace.


Investment Analysts

Investment analysts are tasked with determining the best investments for financial success by examining various amounts of data and trends. Their best device needs to be able to support this research and assist in delivering the counsel their constituents deserve.


My device needs

  • Identify investments that yield optimal ROI
  • Can handle the compute demands of the sophisticated software used daily
  • Establish well-researched advice and create complex financial models
  • Easily connects to local and remote teammates
  • Communicate investment plans to colleagues and clients
  • Plugs into existing displays and hardware seamlessly

Recommended Surface device - Surface Book 3 13.5” for Business

The most powerful Surface laptop yet, the Surface Book 3 can help investment analysts tackle complex analysis and machine learning models with quad-core powered 10th Gen Intel® Core™ i7 processors. When integrated with Microsoft Teams* and Outlook*  they can easily chat, video call, and collaborate with colleagues wherever they may be. Plus, it offers all the connections they need, with USB-C® and USB-A ports, full-size SD card, and optional Surface Dock 2* for a single connector to charge devices, transfer files, and display video on external monitors to easily communicate plans with colleagues or clients alike.

See the full specs, live price and stock on the marketplace.



Banking directors develop strategies and objectives and provide leadership across teams. Their ideal device need to ensure he delivers the best leadership possible across each team.


My device needs

  • Overseeing the health of the business and well-being of clients
  • Offers high-performance and collaborative capabilities
  • Task and responsibility randomisation
  • Provides versatile modes to accommodate various work scenarios
  • Being a positive reflection of the organisation’s brand
  • Projects a premium image and helps them take advantage of the little moments in the day

Recommended Surface device – Surface Laptop 3 for Business

The design of this device will definitely leave a positive impact wherever the director might be. Its thin, light, elegant design runs on the latest 10th Gen Intel® Core™ Processor which effortlessly run critical productivity apps concurrently. They are heard loud and clear in conference calls with the enhanced dual far-field Studio Mics and the all-day battery life2 lets them work all day with peace of mind in any scenario they might be in that day.

See the full specs, live price and stock on the marketplace 


Are you ready to take collaboration to the next level? Find out pricing using our simple configurator tool: select the device and then add any accessories or warranties you need for an up-to-date price including Surface-as-a-Service options. Try it now on our marketplace, registration is free!



* Sold separately.

1. IBM/Ponemon Institute: 2019 Cost of a Data Breach Report: https://databreachcalculator.mybluemix.net/executive-summary

2.Up to 11.5 hours of battery life based on typical Surface device usage. Testing conducted by Microsoft in September 2019 using preproduction software and preproduction 13.5” Intel® Core™ i5, 256GB, 8GB RAM and 15” AMD Ryzen™ 5 3580U Mobile Processor with Radeon™ Vega 9 Graphics Microsoft Surface® Edition devices. Testing consisted of full battery discharge with a mixture of active use and modern standby. The active use portion consists of (1) a web browsing test accessing 8 popular websites over multiple open tabs, (2) a productivity test utilizing Microsoft Word, PowerPoint, Excel, and Outlook, and (3) a portion of time with the device in use with idle applications. All settings were default except screen brightness was set to 150nits with Auto-Brightness disabled. Wi-Fi was connected to a network. Battery life varies significantly with settings, usage, and other factors.


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