Microsoft Scenario Library Financial Services

Using Copilot in Financial Services

The financial services industry, encompassing banking, insurance, and capital markets, is impacted by changing interest rates, inflation, regulatory policies, and the global economy. 

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Use cases

Transform Financial Services use cases

The financial services industry, encompassing banking, insurance, and capital markets, is impacted by changing interest rates, inflation, regulatory policies, and the global economy. 

Improve data analysis and usage

Generative AI can enhance the efficiency of financial services firms by quickly processing large volumes of financial information and summarizing it for diverse business purposes.

Scenarios

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Transform the customer experience

Financial services organizations can leverage AI to enhance customer experiences by offering personalized services, automating routine tasks, and providing intelligent contact centers. AI also transforms front office processes by improving risk management, detecting fraud, modernizing core banking platforms, and assisting financial advisors with personalized support.

Scenarios

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Modernize operations and compliance

Financial services organizations can modernize operations and compliance by leveraging AI to automate routine tasks, enhance risk management, and ensure regulatory adherence. AI-driven solutions can streamline compliance workflows, detect anomalies, and provide real-time analysis, improving the effectiveness of Anti-Money Laundering (AML) and Global Financial Compliance (GFC) frameworks.

Scenarios

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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.

Improve productivity by leveraging automation to quickly prioritize and accomplish daily tasks, optimize processes, and save time and effort on daily tasks.

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. 

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.