Microsoft Copilot opportunity to impact key functional area KPIs
Review our KPI overviews and view additional scenario details.
Manage risk and compliance
Generate insights and content within the everyday flow of work, expedite investigations, and communicate more effectively to prevent and remediate compliance issues.
KPI — Manage risk and compliance
Generate insights and content within the everyday flow of work, expedite investigations, and communicate more effectively to prevent and remediate compliance issues.
Speed data analysis and reporting
- Quickly analyze trends
- Generate informative charts
- Create strategy presentations
Improve your data
- Use Copilot Studio for secure data retrieval from existing systems
Roles
- Compliance Manager
- Portfolio Manager
Microsoft AI solutions
- Microsoft 365 Copilot
- Copilot Studio
Opex % of revenue
Improve productivity by leveraging automation to quickly prioritize and accomplish daily tasks, optimize processes, and save time and effort on daily tasks.
KPI — Opex % of revenue
Improve productivity by leveraging automation to quickly prioritize and accomplish daily tasks, optimize processes, and save time and effort on daily tasks.
Boost productivity
- Rapidly research customer interactions
- Create first drafts faster
- Check for similar issues and resolutions
- Quickly send follow-up communications
Enhance agent efficiency
- Address more queries
- Research customer information
- Organize information from past interactions
- Completely focus during the interaction
Roles
- Underwriting
- Customer Service
Microsoft AI solutions
- Microsoft 365 Copilot
- Copilot Studio
Assets under management
Differentiate customer interactions from competitors to help increase market share; Reduce the time for comprehensive portfolio evaluation with change recommendations reflecting market dynamics; Build trust and confidence among clients leading to increased number of active investors.
KPI — Assets under management
Differentiate customer interactions from competitors to help increase market share; Reduce the time for comprehensive portfolio evaluation with change recommendations reflecting market dynamics; Build trust and confidence among clients leading to increased number of active investors.
Improve customer meetings
- Research company information
- Learn how to pitch the product
- Organize information from past interactions
- Completely focus during the meeting
Improve quality of customer-facing materials
- Improve sales and marketing and content
- Create more compelling proposals and RFP responses
- Make emails and chats more impactful
Roles
- Portfolio Manager
- Sales Agent
Microsoft AI solutions
- Microsoft 365 Copilot
- Copilot Studio
Increase client retention
Streamline operations for faster resolution of customer issues, providing tools for decision-making and strategy development. This can lead to higher customer satisfaction, increased customer lifetime value, and maximized customer investment portfolio.
KPI — Increase client retention
Streamline operations for faster resolution of customer issues, providing tools for decision-making and strategy development. This can lead to higher customer satisfaction, increased customer lifetime value, and maximized customer investment portfolio.
Improve customer satisfaction
- Diagnose a problem quickly using
external and internal databases - Automated analysis using customer data and knowledge base
- Quicker and more accurate draft responses
based on historical resolution data - Proactive and personalized follow-up communications
Reduce churn
- Address more queries in less time
- Personalize solutions
- Improve staff availability based on automated capacity-based scheduling
- Diagnose problems faster
Roles
- Customer Service
- Portfolio Manager
Microsoft AI solutions
- Microsoft 365 Copilot
- Copilot Studio
Transform Financial Services processes
Key processes | Before AI | Using AI |
---|---|---|
Back office | Complex procedures, lack of clear guidelines, and repetitive tasks can hinder productivity. | Implement Know Your Customer (KYC) regulations Simplify the process of verifying sources of money Speed credit memo generationIn Banking speed the loan process Process a claimFor Insurance simplify the claims process with improved data access and communications, |
Front office | Providing a seamless and personalized customer experience is challenging while accessing data sources and maintaining compliance. | Produce daily market reports For Capital markets, create a daily report for customers AI-assisted broker portfolio managementFor Capital markets, create recommendations based on analyzing portfolios and current events Create a quoteFor Insurance access knowledge repositories and craft communications to quickly create a quote Issue a policyFor Insurance get assistance with the steps of personalizing a policy and communications Banking financial advisory support systemIn Banking deliver personalized and effective support to clients. |