Email drafting took 15 minutes. AI now generates instant drafts and summaries, saving bankers 200 hours annually.
An international bank and wealth manager with 8,500 employees across 40 cities, offering bespoke private banking services where client relationships require deep personal knowledge.
Private bankers struggled to maintain personalized service across growing portfolios, spending 10 to 15 minutes drafting single emails and manually...
“I find it difficult to remember conversations that I've had with clients years or even months ago, and I don’t expect my clients to remember that information either. Before Microsoft Copilot for Sales, we tracked meetings, saved each email, and spent a lot of time digging through them. But now, with Copilot we can save whole chains of emails and Copilot will generate an easily digestible summary. Without taking any time at all I can tailor my conversations, my interactions, and the products that Investec can offer to each client.”
International banking, asset management, and wealth management group.
Enterprise software, cloud infrastructure, and consumer electronics platform.
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.
Account managers manually synthesized 50+ signals. An on-prem agent now analyzes the data to draft the pitch.
Manual role-plays pulled staff off the floor. Now, AI agents run infinite drills and answer queries instantly, keeping experts selling.