Using Copilot in Financial Services
The financial services industry, encompassing banking, insurance, and capital markets, is impacted by changing interest rates, inflation, regulatory policies, and the global economy.
Download the Financial Services scenarios kitScenarios
Transform Financial Services processes
Transform the customer experience
Financial services organizations can leverage AI to enhance customer experiences by offering personalized services, automating routine tasks, and providing intelligent contact centers. AI also transforms front office processes by improving risk management, detecting fraud, modernizing core banking platforms, and assisting financial advisors with personalized support.
Capital Markets – Prepare for a client meeting
For Capital markets, create recommendations based on analyzing portfolios and current events
Available with: Microsoft 365 Copilot and LSEG Workspace
Capital Markets – Assist client understanding
For Capital markets, create recommendations based on analyzing portfolios and current events
Available with: Microsoft 365 Copilot Chat
Capital Markets – AI-assisted broker portfolio management
For Capital markets, create recommendations based on analyzing portfolios and current events
Available with: Microsoft 365 Copilot and Copilot Studio
Insurance – Create a quote
For Insurance access knowledge repositories and craft communications to quickly create a quote
Available with: Microsoft 365 Copilot and Copilot Studio
Banking – Financial advisory support system
In Banking deliver personalized and effective support to clients.
Available with: Microsoft 365 Copilot and Copilot Studio
Improve data analysis and usage
Generative AI can enhance the efficiency of financial services firms by quickly processing large volumes of financial information and summarizing it for diverse business purposes.
Capital Markets – Conduct company research
Agent to help with financial analysis of potential investments
Available with: Copilot Studio and Azure AI Foundry
Capital Markets – Produce daily market reports
For Capital markets, create a daily report for customers
Available with: Microsoft 365 Copilot and Copilot Studio
Modernize operations and compliance
Financial services organizations can modernize operations and compliance by leveraging AI to automate routine tasks, enhance risk management, and ensure regulatory adherence. AI-driven solutions can streamline compliance workflows, detect anomalies, and provide real-time analysis, improving the effectiveness of Anti-Money Laundering (AML) and Global Financial Compliance (GFC) frameworks.
Capital Markets – Implement Know Your Customer (KYC) regulations
Simplify the process of verifying sources of money
Available with: Microsoft 365 Copilot and Copilot Studio
Banking – Speed credit memo generation
In Banking speed the loan process
Available with: Copilot Chat and Copilot Studio
Insurance – Issue a policy
For Insurance get assistance with the steps of personalizing a policy and communications
Available with: Microsoft 365 Copilot and Copilot Studio
Insurance – Process a claim
For Insurance simplify the claims process with improved data access and communications,
Available with: Microsoft 365 Copilot and Copilot Studio
