Case Study: Franklin Templeton accelerates collaboration and decision-making with Microsoft Power BI

Franklin Templeton - Customer Case Study

Franklin Templeton, a global investment management firm with 9,400 employees operating in 60 offices across 34 countries, faced regulatory change, cost pressures, rising competition, and the need to modernize collaboration and data access. To address these challenges it adopted the Microsoft 365 productivity cloud and analytics tools — including Microsoft Power BI alongside Teams, Azure, Intune, Azure Active Directory, and Office 365 — to create a secure, mobile-first digital workplace and a unified data platform.

Using Microsoft Power BI as the front-end for an Azure-based investment data lake and pairing Microsoft 365 services (Teams for collaboration, Intune for device management, and Azure AD/MFA for security), Franklin Templeton democratized BI, sped decision-making, and reduced infrastructure overhead. The rollout enabled real-time trading via mobile notifications, accelerated large outsourcing projects through persistent Teams collaboration, improved analyst research with intuitive dashboards, and even cut executive travel (from weeks away monthly to about one week), while delivering cost and productivity gains across the firm.

Franklin Templeton

Lara Rosales

Equity Trader