Case Study · Financial Services
500,000 hours a year in projected savings for personal banking
Top 5 Canadian bank · Personal Banking Copilot Assessment
At a glance
Client snapshot
The challenge
The bank's personal banking employees faced highly manual and fragmented workflows that took significant time across multiple tools, causing rework, capacity constraints and inefficiency.
The story
01 · Where they started
Fragmented workflows across too many tools
Personal banking employees spent significant time moving between multiple tools to complete highly manual workflows.
02 · What was at stake
Rework and stretched capacity
The manual effort caused rework and capacity constraints for frontline teams. The bank needed to know where Copilot would make the biggest difference before investing.
03 · What Taiga AI did
A 6-week technical and business assessment
Taiga AI identified and prioritized high-value Copilot opportunities for frontline Branch and Business Banking Leadership roles, spanning out-of-the-box Microsoft 365 Copilot, Copilot Studio and Microsoft Foundry implementations.
04 · What changed
An evidence-driven roadmap
The bank now has a detailed implementation roadmap that maps and ranks the most impactful use cases for improving employee experience and updating critical workflows, with 500,000 hours of yearly effort savings projected for the top projects.
“I've worked with many consultants, but your ability to provide solutions to our problems, and the technical depth you have, is what makes you one of our favourites.”
Manager, Technology, Top 5 Canadian bank
Results in detail
Projected yearly effort savings from the top projects identified in the roadmap.
The most impactful use cases mapped and ranked, backed by evidence from the assessment.
Opportunities prioritized for Branch and Business Banking Leadership roles.
Microsoft 365 Copilot
Copilot Studio
Power Automate