CASE STUDY

Tier-1 Bank: Microsoft 365 Copilot for Relationship-Manager Productivity

A tier-1 bank deployed Microsoft 365 Copilot to 4,200 relationship managers. Time on prep work down 38%; client-facing time up 22%.

May 9, 2026 · 2 min read · By admin

At a glance

Industry: BFSI
Topics: Copilot · Microsoft · Microsoft 365
Published: May 2026
Headline outcome: 38% RM time on prep work:…

Measured outcomes

What this programme actually delivered.

38%

RM time on prep work: down 38%

22%

Client-facing time: up 22%

+31

RM tool satisfaction: +31 NPS

The challenge

A tier-1 bank’s 4,200 relationship managers spent significant time on pre-meeting prep — pulling reports, summarizing positions, drafting talking points. Client-facing time was constrained.

What we built

Microsoft 365 Copilot deployment with bank-specific data grounding (internal portfolios, research, compliance constraints). RM workflow integration so Copilot is invoked at the right moments. Training programme to maximise adoption.

Outcomes

RM time on prep work: down 38%
Client-facing time: up 22%
RM tool satisfaction: +31 NPS
Compliance-grounded responses (no hallucinations on regulated content)

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Tier-1 Bank: Microsoft 365 Copilot for Relationship-Manager Productivity

What this programme actually delivered.

The challenge

What we built

Outcomes

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