Microsoft Scenario Library Financial Services Banking – Enhance marketing effectiveness

Available with: Microsoft 365 Copilot

Financial Services scenario: Banking – Enhance marketing effectiveness

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Scenario

Use Copilot to enhance marketing effectiveness

Copilot empowers banking marketing teams to efficiently gather insights, analyze trends, target audiences, create and launch campaigns, and optimize performance—all within familiar Microsoft apps for faster, smarter, and more impactful marketing.

1. Categorize and summarize insights

The marketing team uses Copilot in Excel to categorize previously collected responses by theme (e.g., pain points, preferences) and generate a summary of key insights for further analysis.

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Copilot in Excel

Benefit: Quickly surfaces customer pain points and preferences to inform targeted marketing strategies.

After uploading market research PDFs and financial reports, Analyst agent can be prompted to help extract key metrics and visualize trends.

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Analyst

Benefit: Saves time on manual data review and provides actionable market insights for campaign planning.

Get Started with Analyst

Using Copilot in Excel the team analyzes customer data to segment customers by demographics, behaviors, and product usage. Copilot then creates targeted audience lists.

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Copilot in Excel

Benefit: Enables precise audience targeting and actionable recommendations for personalized marketing campaigns.

The marketer leverages Copilot in Word to draft email campaigns, social media posts, and promotional materials, tailoring messaging for each segment.

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Copilot in Word

Benefit: Accelerates content creation and ensures messaging resonates with each audience group.

The team uses the Project Manager agent for Planner to schedule campaign emails and coordinate launch dates with stakeholders.

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Copilot in Planner

Benefit: Streamlines campaign execution and ensures timely, consistent outreach without manual workflow setup.

Get started with Project Manager

The employee uses Copilot in Power BI to track campaign KPIs (open rates, conversions) and prompts Copilot to suggest optimizations based on real-time data.

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Copilot in Power BI

Benefit: Enables rapid, data-driven adjustments to maximize marketing ROI.

KPIs

Opportunity to impact key functional area KPIs

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 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

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

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

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.