Aztec Group
Employee productivity
Manual reviews for €600bn in assets held back scale. Staff now use AI to draft and structure files, accelerating client service.
- 300 staff enabled in Copilot pilot
- Target of 1,000 users this year
Routine admin bogged down 2,000 staff. Copilot now drafts slides and notes, saving one designer 4 hours daily on summaries.
The UK’s number one platform for private investors manages over £120 billion for 1.7 million clients with a team of 2,000 people.
Employees frequently got bogged down in administrative tasks like drafting presentations and manually summarizing meetings, limiting time for...
“When I initially heard about Microsoft Copilot for Microsoft 365, I thought, ‘This is a really exciting time.’ So as soon as I knew there was an option for us to apply to go on the early access programme, it was a no-brainer. It was something I felt we absolutely had to do.”
Investment platform for UK retail investors to manage ISAs, pensions, and portfolios.
Enterprise software, cloud infrastructure, and consumer electronics platform.
Related implementations across industries and use cases
Manual reviews for €600bn in assets held back scale. Staff now use AI to draft and structure files, accelerating client service.
Manual admin consumed 40% of advisor time. Copilot now automates summaries and multilingual drafts, restoring focus to clients.
Routine tasks buried strategic work. Teams now use AI to draft RFPs and summaries, saving 121 minutes weekly.
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.