TLDR: MUFG Pension & Market Services (MPMS) has announced a five-year strategic partnership with Microsoft to accelerate the adoption of AI-powered solutions across its core financial operations. This collaboration, spanning Australia, New Zealand, India, Hong Kong, and the UK, aims to enhance customer and investor experiences, streamline processes, and drive innovation in superannuation and corporate markets through co-investment and advanced AI technologies.
MUFG Pension & Market Services (MPMS), a significant player in superannuation administration and investor services, has officially entered into a five-year strategic partnership with technology giant Microsoft. This landmark alliance, announced on July 9, 2025, is set to accelerate the integration of artificial intelligence (AI) across MPMS’s core business operations, including its MUFG Retirement Solutions and MUFG Corporate Markets divisions.
The partnership operates under a co-investment model, with Microsoft contributing its extensive technical expertise and robust technology infrastructure. The primary goal is to introduce AI-powered solutions that will enhance customer outcomes and streamline processes for both institutional and individual clients across MPMS’s operations in Australia, New Zealand, India, Hong Kong, and the United Kingdom.
Vivek Bhatia, Chief Executive Officer and Managing Director at MUFG Pension & Market Services, emphasized the client-centric nature of the collaboration. “This collaboration with Microsoft is about creating smarter, AI-powered experiences for our clients – while keeping the human experience at the centre,” Bhatia stated. He added, “Whether it’s using advanced AI to help a member access their pension or giving listed companies intelligent tools to better engage with shareholders, we’re focused on solutions that remove friction and add value.” Bhatia also highlighted the long-term commitment, noting, “The scale and certainty of a five-year strategic partnership allows us to confidently leverage Microsoft’s cutting-edge AI capabilities, modernise rapidly, and deliver innovations across the member and investor journey on behalf of our clients. It also allows us to invest in our people as we create the ‘roles of the future’ to deliver solutions that matter most to our clients.”
Rodrigo Kede Lima, President of Microsoft Asia, echoed this sentiment, stating, “At Microsoft, we believe AI has the potential to redefine every industry – and financial services is no exception.” Lima further commented, “Our partnership with MUFG Pension & Market Services is a powerful example of how AI can be used responsibly and at scale to deliver meaningful outcomes for people – from simplifying pension access to modernising investor engagement. We’re proud to bring the full strength of Microsoft’s technology and expertise to help MPMS lead with innovation across the markets they serve.”
The partnership will focus on two key areas of transformation: member experience and investor experience. For superannuation services, MPMS will harness Microsoft’s AI technologies to enhance and automate core processes, aiming for faster, more accurate, and personalized support during critical life events for members. In the corporate markets, AI will be deployed to streamline investor communications, reduce manual handling, and enable straight-through processing, thereby delivering a simpler and more transparent experience for listed companies and their shareholders.
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As part of this transformation, MPMS has already begun rolling out Microsoft 365 Copilot and GitHub Copilot to foster AI literacy and efficiency across its workforce. A strong emphasis will be placed on data security and responsible AI use, with joint investments planned for developing robust AI governance frameworks and increasing staff capabilities. This five-year agreement builds upon MPMS’s recent investments in cloud modernization, positioning the organization to lead the next wave of innovation in the financial services sector.
