Case Study: Jefferies achieves a competitive edge in banking with Microsoft Corporation

Jefferies Group puts banking clients first, gaining competitive edge with Microsoft 365

Jefferies, a global investment bank, wanted to give clients faster, more insightful service while keeping data secure and supporting collaboration across a mobile workforce. Working with Microsoft Corporation and Microsoft 365 E5, Jefferies also used tools including Power BI, OneDrive for Business, Intune, and Windows 10 to overcome the pressure to deliver more with less in banking and capital markets.

Microsoft Corporation helped Jefferies standardize on cloud-based security and productivity services, including Azure Information Protection, Customer Lockbox, and Multi-Geo. The bank enabled secure sharing of dashboards with clients in about a week, improved collaboration on pitch documents and client notes, and strengthened mobile access and data protection—helping Jefferies create better insights, move faster than competitors, and meet data residency and compliance needs.

Jefferies

Ramin Safai

Chief Technology Officer