Manual reviews for €600bn in assets held back scale. Staff now use AI to draft and structure files, accelerating client service.
A financial services partner managing over €600 billion in assets under administration for 450 funds across six strategic jurisdictions.
The organization needed to scale operations and manage risk while processing vast amounts of data for private equity and institutional clients. Staff...
“The use cases are unlimited. We look at lots of data on behalf of our clients and Copilot has an ability to streamline how that work gets done. That gives us a competitive advantage when we are looking at servicing our clients and really improves that client experience.”
Fund and corporate services provider for alternative investment managers.
Enterprise software, cloud infrastructure, and consumer electronics platform.
Related implementations across industries and use cases
Routine admin bogged down 2,000 staff. Copilot now drafts slides and notes, saving one designer 4 hours daily on summaries.
Manual admin consumed 40% of advisor time. Copilot now automates summaries and multilingual drafts, restoring focus to clients.
Admin overhead slowed decision-making. Copilot now automates content generation, cutting daily busywork by 30 mins.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
35M customers waited in queues for payment updates. Now, a voice agent resolves routine calls instantly, leaving complex issues to humans.
Seven analysts manually wrote notes for 200 products. AI agents now digest fact sheets to draft compliant commentary instantly.
Forty entities duplicated work, stalling claims for days. A global AI engine standardized workflows, cutting settlement time to one day.