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Copilot and AI for Financial Services

Industries · Financial Services

Copilot and AI for Financial Services

Financial institutions run on client records, policies, applications, financial statements, contracts, regulatory requirements, and risk data. Microsoft 365 Copilot puts that institutional knowledge to work, helping employees find information faster, accelerate decisions, and spend more time serving clients.

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The Challenge

The challenge isn't whether AI can help financial institutions. It's knowing which use cases create value first, how to protect sensitive financial data, and how to keep humans accountable for critical decisions.

The Copilot Lifecycle for Financial Services

Select a use case to see how it works.

SERVE

Client & Advisor Experience

Serving every client well

DECIDE

Lending & Financial Analysis

Faster, better-informed decisions

OPERATE

Operations & Knowledge

Running the back office

PROTECT

Risk & Compliance

Staying compliant and secure

SERVE

Client & Advisor Assistant

  • Find answers across approved product, policy, and service information
  • Draft client responses grounded in institutional knowledge
  • Summarize client history and surface relevant information for frontline teams

SERVE

Client Meeting Preparation

  • Assemble client briefs from CRM, emails, meetings, and approved documents
  • Summarize previous interactions, open issues, and commitments
  • Draft meeting agendas, follow-ups, and action items

DECIDE

Credit & Lending Assistant

  • Extract and summarize information from loan applications and financial documents
  • Prepare first-draft credit memos and supporting analysis
  • Identify missing documentation and route exceptions for human review

DECIDE

Financial Analysis & Reporting

  • Analyze financial statements and explain key variances and trends
  • Generate management commentary from financial and operational data
  • Accelerate recurring portfolio, performance, and executive reporting

OPERATE

Policy & Procedure Assistant

  • Let employees ask questions against approved policies and procedures
  • Surface the relevant source and policy language for verification
  • Reduce time spent searching SharePoint, manuals, and internal knowledge bases

OPERATE

Document & Case Processing

  • Extract, classify, and validate information from applications and supporting documents
  • Summarize case histories, correspondence, and outstanding requirements
  • Automate routine workflow steps while routing exceptions to employees

PROTECT

Regulatory & Compliance Intelligence

  • Summarize regulatory changes and identify potentially impacted policies and processes
  • Prepare audit evidence, compliance summaries, and review checklists
  • Help compliance teams research requirements across approved sources

PROTECT

KYC / AML Investigation Support

  • Summarize customer, transaction, and case information for investigators
  • Assemble evidence and case narratives from multiple approved sources
  • Accelerate investigation and documentation while keeping decisions with qualified employees

Governance first. Secure data access, responsible AI controls, and human oversight designed in before AI goes live.

Don't bolt AI onto your existing process. AI delivers the most value when you reimagine and redesign the process around it.

Every use case is grounded in your approved policies, client information, financial data, and institutional knowledge.

Why redesign beats automation

Don't automate the process. Rethink the work.

The biggest opportunity isn't putting Copilot into today's workflow. It's asking why the workflow looks like that in the first place.

AI added to existing workflows

10–20%

Productivity improvement

AI-first process redesign

3X

Productivity improvement

Source: Boston Consulting Group, “AI-First Enterprise Operations: Reinventing the Operating System of Work” (June 2026)

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What Copilot delivers in financial services

Less
Handling time
for document and case processing
Less
Research time
for policy and compliance questions
More
Advisor capacity
for client-facing work
Less
Cycle time
for lending and approvals

Taiga AI baselines every use case and measures realized ROI, including cycle time, employee effort, service levels, quality and adoption.

Proven in practice

A bank advisor talking with a client at a table in a bright branch

Case Study · Financial Services

500,000 hours a year in projected savings for personal banking

500,000 hrs
Projected yearly effort savings
6 weeks
From assessment to ranked roadmap
Microsoft 365 CopilotCopilot StudioMicrosoft Foundry

Top 5 Canadian bank

Read the case study →
Looking up at glass office towers in a financial district

Case Study · Financial Services

Faster, consistent expense approvals, with people still in charge

80%
Faster approvals
AI Analysis and Recommendation
Each claim arrives with its data extracted and a recommendation written.
Copilot StudioPower AutomateDataverse

Leading Canadian financial services organization

Read the case study →

Solutions Behind This

Secure AI Foundation

A secure, governed foundation for scaling AI with confidence.

Technology

Microsoft PurviewEntra ID
AI Readiness & Strategy

Prepare your organization for secure, scalable and successful AI adoption.

Technology

Microsoft 365 CopilotMicrosoft Purview
AI Jumpstart

One high-value process. One production AI solution. Measurable business value.

Technology

Copilot StudioPower Automate
AI Agent Solutions

Redesigning how work gets done with AI, automation and human expertise.

Technology

Copilot StudioMicrosoft Foundry

FAQ

Copilot works inside your Microsoft 365 tenant and respects the permissions you already have, so people only see what they're allowed to see. Before go-live, Taiga AI reviews access, fixes oversharing and applies sensitivity labels and data loss prevention with Microsoft Purview, so client and financial data stays protected.
Your people do. Copilot drafts, summarizes and shows its sources, but credit decisions, investigations and approvals stay with qualified employees. Taiga AI designs every use case with human review built in and clear points where a person signs off.
Copilot uses your Microsoft 365 content out of the box. For systems like CRM, lending or core banking platforms, Taiga AI connects them through Copilot Studio agents and Power Platform connectors where the system supports it and the security case is clear.
Taiga AI builds governance in from day one: who can use which data, how outputs are reviewed and what gets logged. Microsoft Purview supports retention, audit and eDiscovery, and we work alongside your risk, compliance and legal teams so the controls match your obligations.
Usually with one high-value process, like policy and procedure questions or client meeting preparation. An AI Jumpstart proves the value on that one process, against a measured baseline, before you scale to lending, compliance or operations.

Let's build your AI advantage.

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