Copilot for 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. Some key challenges are quickly adapting to change, optimizing the use of rapidly evolving technological advancements, identifying competitive advantages to expand their revenue model, and adapting the way they manage their customers finances.
Microsoft's guidance for Financial Services providers inspiration to empower your workforce and realise value from your Copilot investment. Get started with Copilot for Microsoft 365, or go even further with Copilot Studio and other Copilot extensions to streamline business processes.
- AI-assisted broker portfolio management
- Assist client understanding
- Banking financial advisory support system
- Conduct company research
- Create a quote
- Implement Know-Your Customer (KYC) regulations
- Issue a policy
- Process a claim
- Produce daily market reports
- Speed credit memo generation
Resources for Financial Services:
> Download Now: The Financial Services Scenario Kit
> Download Now: A Day in The Life of an Analyst