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Microsoft Copilot Studio Proof of Concept for Financial Services

Empower Your Team, Elevate Your Service—
Securely and with Compliance

Stand out from the crowd

In financial services, client service is the key to standing apart from the crowd. Your ability to connect with and serve those who entrust their assets to you—whatever they might be—instills confidence in your ability to manage those assets responsibly.

As your firm integrates AI into your operations and strategy, you have a big advantage if you’re on the Microsoft platform. Not only do you have the most dependable, robust infrastructure and applications available today; you have access to powerful tools that can put AI to work immediately throughout the organization – tools like Microsoft Copilot and Copilot Studio.

Mitigating AI risks in Financial Services

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Copilot Studio: Creating copilots tailored to your exact needs

Copilot Studio is an integral part of Microsoft Copilot. It combines a suite of robust conversational capabilities, including custom GPTs, generative AI plugins, and manual topics. This enables you to customize copilots already available to suit your specific scenarios OR develop and publish your own copilots.

In essence, Copilot Studio empowers you to create and fine-tune conversational experiences that align with your specific needs.

Financial Services AI Use Cases

  • Asset Management

    Order Management and Execution Management Systems: Optimize order routing, execution algorithms and trade flows, minimizing transaction costs

  • Banking

    Predictive Analytics for Cross-Selling: Analyze spending patterns, life events, and behavior to proactively offer relevant products

  • Insurance

    Increased Persistency: Predict renewal likelihood and recommend personalized coverage options to ensure loyalty

  • Asset Management

    Market Data and Reference Data Distribution: Process real-time access to pre-trade data

  • Banking

    Customer Assistance: Chatbots handle balance inquiries, account transfers, password resets, etc.

  • Insurance

    Underwriting and Risk Assessment: Analyze profiles, historical data, and market trends to optimize pricing and improve risk management

The challenge: Security and compliance

The real beauty of Copilot Studio for financial services is that it enables you to point your AI-powered copilots to any data source, internal or external, to achieve exactly the results you need.

But what about security and compliance? With copilots using data from not only external sources but your internal systems, you’re walking a tightrope by opening the door to sensitive data. While customizing or building a copilot might be easy to do, ensuring security and compliance standards are met can get complicated. This is where you need an expert partner.

HSO’s Microsoft Copilot Studio Proof of Concept engagement is designed to stimulate the ideation process to demonstrate the potential of Copilot Studio and all its benefits in a safe, compliant manner. But transformation requires action. That’s why this engagement also includes concrete deliverables that will clearly identify the value your organization can expect by moving forward with HSO and Copilot Studio.

Proof of Concept Deliverables

During HSO’s Proof of Concept, our business and AI experts will help you with:

  • Provisioning of Copilot Studio in your environment
  • Identifying and/or refining a use case for Copilot Studio
  • Building a functioning copilot using identified data sources that can fuel buy-in for wider deployment
  • Establishing security and accuracy “guardrails” around using Copilot Studio
  • Recommending a roadmap for rolling out more copilots

Outcome: A fully functioning, secure copilot based on your use case you can use to gain support for more copilots throughout the organization.

Moving at the speed of financial services

The key to consistent, profitable growth in financial services is to take advantage of technology…quickly and cost-effectively. The right approach ensures your ability to continuously innovate and surface the next best action without breaking the bank, and the right partner puts that solution into action—safely and securely.

In the business of empowering innovation for 30+ years, HSO is 100 percent focused on the Microsoft platform as the foundation of our financial services solutions. Our financial services experts have decades of experience in the industry, supported by strong technical expertise. They have helped more than 130 financial services institutions worldwide to dramatically improve the way they drive, measure, and manage critical business processes.

Whatever your business—HSO can show you how to leverage Microsoft Copilot Studio to work supporting the evolving business processes that guarantee your ability to handle the entire life cycle. Win customer loyalty and engender trust through personalized client services across multiple channels.

Start your Copilot Studio journey with our Proof of Concept

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Learn more about how we support Financial Services firms with AI

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